Customize Company screen of Sage CRM Mobile App

By | October 31, 2015

In previous blog, we had explained how to display additional information on Calendar screen of Sage CRM Mobile App. In this blog, we will discuss how to customize Company screen to add new fields in Sage CRM Mobile App.
New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App
Consider you need to Territory  field on Company screen on Sage CRM Mobile App. You need to follow below steps to do the same.
1) Login into Sage CRM.
2) Navigate to the Administration | Customization | Company.
3) Navigate to Screens tab and select iPhone/Android/Tablet as per your requirement.
4) Click on Company Summary Screen which will display below screen.
5) Add Territory field from Field Dropdown Box and Click on Add button.
6) Click on Save button.
7) Once this is done, do Metadata Refresh.
8) Run IISRESET command to make sure that all changes will get reflected.
That’s it. Now, when you navigate to New Company screen in Sage CRM Mobile App; you will observe that Territory field will get visible on screen. Refer below screenshot.

With above steps you can easily add other new fields on any other entity.

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Also Read:
1) Apply Desktop Theme for Sage CRM Tablet Version
2) Testing SageCRM in Mobile friendly view
3) How to add the Mobile Phone and Private Phone fields to the views being used by Find screens, Reports and Groups
4) Sage ERP data access over any browser, mobile or tablet device
5) Associate Company and Persons to Primary entities in Sage CRM for Mobile