topic Re: Log Meetings for Companies in Mobile App in Mobile Application

Log Meetings for Companies in Mobile App

CReed4 — Wed, 07 Feb 2024 19:11:43 GMT

We are looking to log meetings for companies in the mobile application but you can not do this, anyone else have this issue?

You can log meetings on the web for companies, and can log meetings for contacts in the mobile app, anyone know why that activity is missing?

Re: Log Meetings for Companies in Mobile App

Jnix284 — Wed, 07 Feb 2024 20:43:26 GMT

Hi @CReed4 happy to help with your question about logging meetings to Company records from the app.

To confirm, I was able to log a meeting to a company record (and contact) successfully from the app.

Here are the steps I took:

open Companies
select a Company
At the top, from the Activity tab there is the Log activity button
Tap Log activity to reveal the choices
Select Meeting and log the meeting information

Are you able to recreate these steps?

Re: Log Meetings for Companies in Mobile App

CReed4 — Thu, 22 Feb 2024 18:22:33 GMT

Hi Jennifer,

You are correct here but unfortunately I misspoke. I meant to write we cannot Create/Schedule Meetings in the mobile app. I will recreate this in another post, but thanks for you reply!

Re: Log Meetings for Companies in Mobile App

Jnix284 — Thu, 22 Feb 2024 18:39:31 GMT

@CReed4 when you open the contact record in the app, click More (the three dots) and choose Create a Meeting.

Here are the steps:

Click More next to Call, Email, SMS

Choose Create Meeting

Add meeting details

Feel free to tag me in your other post if this doesn't answer your question