CT Mobile Windows Release Notes

The user could change the current password or update the password in case it was changed on the Salesforce side.

The automatically sending sync logs according to the specified debug level.

Use the mixed synchronization instead of the full for downloading up-to-date metadata and reducing synchronization time.

The fast and mixed synchronizations are not interrupted in case of errors. The unsynchronized records containing errors can be later corrected and synchronized by any mode.

If the synchronization was interrupted, for example, due to the internet connection failure, continue it from the last successful checkpoint.

CT Mobile Windows 1.2 integrates with App Center analytics to help the support team quickly spot and fix issues.

The ability to copy or move the selected activity in the day or week view on the calendar greed.

Use Mobile Scenario Editor for creating and editing custom scenarios with slides from various CLM presentations for a more efficient and personalized activity.

Use list views to filter records in the Applications module.

If the CLM presentation was started not from the Activity record, then during finishing the presentation it is possible to link the presentation statistics to the Activity record.

When switching between branches, use the navigation bar to return to the initial slide.

Use the Chatter menu item with Groups and People feeds.

The ability to add the Chatter tab on the mobile layout to view the record feed.

The ability to update a feed by tapping the refresh button.

Create, edit, and delete posts and comments:

Like posts and comments.

The ability to attach photos to the Account, Contact, and Activity records.

Now, when filling out the reference field, it is possible not only to choose the existing record but also to create a new one.

Customizable set of search fields.

Lookup filters supported for the reference fields.

Ability to filter records in the custom related list. The user can switch between displaying all related records or only those that match the filter criteria.

When filling out the mini layout of the activity, it is validated that the start date is no later than the activity end date.

For data protection, set an app-specific PIN code to unblock the mobile application after a period of inactivity.

By using a metadata archive, the synchronization process is now faster and does not require administrator credentials

If the record is not downloaded to the mobile device, the cloud icon is displayed next to the reference field with the record ID. Tap the cloud icon to download the record. Tap the arrow to open the record screen.

The ability to send database dump and sync logs to the administrator to simplify the support team process.

Use the hierarchical view tab to see accounts and related contacts or references.

The ability to switch the week view to the day view by tapping the appropriate day header.

Use branches to create paths in the advanced CLM presentations.

Switch slides within a branch using a scroll gesture or arrow keys on the laptop.

Restrict a scroll gesture and use of arrow keys on slides such as a menu slide or a questionnaire slide. Use the href attribute or the CTAPPgoToSlide() method on HTML5 to jump to the corresponding slide.

Display of CRM data within CLM presentation associated with the activity record without the need for JS Bridge.

In the slide markup, specify the Feedback class with the API names of the object and its fields to fill out these fields with values from the CLM presentation without invoking JS Bridge.

JS Bridge improvements:

Select a tab with the Account, Contact, or Activity object, to view the location of their records on the map in the Nearby Accounts module.

The Links module is supported. The in-app browser allows quick access to favorite websites.

The multi-user mode.

The fast and full synchronization modes.

Work with custom and standard objects and their records, e.g., Account,Contact, Contract, and Activities.

Support page layouts and basic field attributes such as label, type length, help text, default field values, etc.

Support roll-up summary fields, dependent picklists, offline formulas, and offline validation rules.

Create and manage custom related lists.

The ability to set the color theme for records in the left menu, activities in the Calendar, and Nearby Accounts modules.

View the carousel of favorite applications and custom scenarios on the record’s details screen.

View the location of an organization or contact on a map fragment on the record’s details screen.

Support specific logic for objects and their fields in the Opportunity management for tracking and managing potential deals.

Search the object’s records in list view results.

Multiple activity objects support, viz.Activity, Task, and Event.

Calendar Settings.

Create, move, and delete activities using taps, clicks, and drag-and-drop functionality.

All-day slot to display multi-day activities and activities with a duration of more than a range of visible hours.

Drag-and-drop several Contact or Reference records on the Calendar grid to create multiple activities.

View additional information on the activity in the pop-up.

Use mass actions to move, copy, or delete several activities of a day or a week.

Tap the Today button to quickly jump to the current date.

Convert formats .ppt, .pptx, PDF into presentations and use interactive HTML5 presentations.

View the usage statistics by each slide, such as the viewing time, likes, dislikes, etc.

Support custom scenarios – specific sets of slides. Add scenarios to favorites.

Support basic JS Bridge methods.

Build the best routes among the activities in the Routes module.

Create activities to the nearest accounts on the map based on the current or planned location in the Nearby Accounts module.

View files and documents uploaded to Salesforce Content in the Libraries module.

View online dashboards available for the current user in the Dashboards module.