Mobile Application

CReed4
Participant

Log Meetings for Companies in Mobile App

SOLVE

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?

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1 Accepted solution
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Log Meetings for Companies in Mobile App

SOLVE

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:

 

  1. open Companies
  2. select a Company
  3. At the top, from the Activity tab there is the Log activity button
    Screenshot_20240207-143738.png
  4. Tap Log activity to reveal the choices
    Screenshot_20240207-143758.png
  5. Select Meeting and log the meeting information
    Screenshot_20240207-143808.png

Are you able to recreate these steps?

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

View solution in original post

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3 Replies 3
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Log Meetings for Companies in Mobile App

SOLVE

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:

 

  1. open Companies
  2. select a Company
  3. At the top, from the Activity tab there is the Log activity button
    Screenshot_20240207-143738.png
  4. Tap Log activity to reveal the choices
    Screenshot_20240207-143758.png
  5. Select Meeting and log the meeting information
    Screenshot_20240207-143808.png

Are you able to recreate these steps?

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

0 Upvotes
CReed4
Participant

Log Meetings for Companies in Mobile App

SOLVE

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!

Jnix284
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Log Meetings for Companies in Mobile App

SOLVE

@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, SMSClick More next to Call, Email, SMS

Choose Create MeetingChoose Create Meeting

Add meeting detailsAdd meeting details

 

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

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

0 Upvotes