Actions
The Actions combo menu allows additional actions to be performed on a record details screen.
Determine Location
If the Account record has no location, click the
icon on the map to save the current coordinates as the address for this
record. The mobile user should have permission to edit the geolocation
field.
Photo
Add pictures to a record. Tap the Photo button to select one or several photos from the device gallery, or take a new one. View photos on the Notes & Attachments tab of the record. The Photo button is available on any object—the records of Accounts,Contacts, and Activity objects:
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When a mobile user has permission to edit records.
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When a record is available for a mobile user according to Sharing Settings, for example, with Public Read/Write access, if there is a sharing rule, or if the access was granted manually.
Add Post
| The user profile should have permission to edit records of the object to which the Chatter tab is added. |
Click the Plus button to add a new post to the Chatter feed.
CT Orders
To create an order offline, follow the steps in the CT Orders guide.
CT Sign
To sign a document offline, follow the steps in the CT Sign guide.