{"id":22867,"date":"2019-10-30T05:08:32","date_gmt":"2019-10-30T05:08:32","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22867"},"modified":"2019-11-01T11:24:33","modified_gmt":"2019-11-01T11:24:33","slug":"categorise-communications-appointments-task-on-sage-crm-mobile-apps","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/30\/categorise-communications-appointments-task-on-sage-crm-mobile-apps\/","title":{"rendered":"Create Communications (Appointments\/Task) on Sage CRM Mobile Apps"},"content":{"rendered":"\n

As we all know that we can access Sage CRM through mobile using an external URL. However, in Sage CRM desktop application you can distinguish two types of communication (Appointment and Task) using New Task or New Appointment buttons.  But in the mobile application, there is only one button to create i.e. via New Communication.  <\/p>\n\n\n\n

In this blog, we will discuss how you can create different types of communication (Task\/Appointment) <\/strong>when you are accessing Sage CRM via Mobile.<\/p>\n\n\n\n

New stuff: <\/font><\/strong><\/em>Adding a Pipeline graphic to List using .Net API in Sage CRM<\/a><\/p>\n\n\n\n

When you Login Sage CRM via mobile. Find the company against which you want to create communication. Next, expand the Communication. <\/strong>Where you will find only get New<\/strong> button using which you can create New <\/strong>communication. <\/p>\n\n\n\n\"New<\/a>\n

New Communications<\/i><\/center><\/font>\n\n\n\n

Now try creating two communications with below details.<\/p>\n\n\n\n

  1. Subject:<\/strong>Customer Meeting
    Action: <\/strong>Meeting<\/li>
  2. Subject: <\/strong>Sales Update
    Action: <\/strong>To Do<\/li><\/ol>\n\n\n\n

    Refer below screenshots:
    <\/p>\n\n\n\n    \"Appointment<\/a>\n

    Appointment Communication<\/i><\/center><\/font>\n\n\n\n\"Task<\/a>\n
    Task Communication<\/i><\/center><\/font>\n\n\n\n

    Now, access Sage CRM via desktop application. Next, go to the Communication tab of the respective company for which you created the communications from Mobile. <\/p>\n\n\n\n\"Communication<\/a>\n

    Communication Records<\/i><\/center><\/font>\n\n\n\n

    Here you can see that the communication was categories into two types. The communication with Action set to To Do <\/strong>got created as a Task. Whereas, the communication created with Action set to Meeting <\/strong>got created as an Appointment. <\/p>\n\n\n\n

    About Us<\/strong>
    \n    Greytrix<\/a> a globally\nrecognized Premier Sage Gold Development Partner is a\none stop solution provider for Sage ERP and Sage CRM needs. Being\nrecognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical\nconsultations, product customizations, data migration, system integrations,\nthird party add-on development and implementation expertise.<\/p>\n\n\n\n

    Greytrix<\/a> has some unique\nintegration solutions for Sage CRM with Sage ERPs (Sage\nEnterprise Management (Sage X3<\/a>), Sage Intacct<\/a>, Sage\n100<\/a>, Sage\n500<\/a> and Sage\n300<\/a>).We also offer\nbest-in-class Sage ERP<\/a> and Sage CRM<\/a> customization and development\nservices to Business Partners, End Users\nand Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix |\nGoldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n\n\n\n

    Greytrix is\na recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise\nManagement \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>. <\/p>\n\n\n\n

    For\nmore information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    As we all know that we can access Sage CRM through mobile using an external URL. However, in Sage CRM desktop application you can distinguish two types of communication (Appointment and Task) using New Task or New Appointment buttons.  But in the mobile application, there is only one button to create i.e. via New Communication.\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27,70,83,248,249,332,333,334,335,336,337,338,341,342,396,1],"tags":[711,1587,1630,3662],"class_list":["post-22867","post","type-post","status-publish","format-standard","hentry","category-appointent","category-communication","category-crm72","category-mobile-devices","category-mobile-view","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm-r1","category-sage-crm7-3","category-task-sage-crm","category-uncategorized","tag-communication","tag-meeting","tag-mobile-devices","tag-tasks-and-appointments"],"yoast_head":"\nCreate Communications (Appointments\/Task) on Sage CRM Mobile Apps - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/30\/categorise-communications-appointments-task-on-sage-crm-mobile-apps\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Communications (Appointments\/Task) on Sage CRM Mobile Apps - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As we all know that we can access Sage CRM through mobile using an external URL. However, in Sage CRM desktop application you can distinguish two types of communication (Appointment and Task) using New Task or New Appointment buttons.  But in the mobile application, there is only one button to create i.e. via New Communication.\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/30\/categorise-communications-appointments-task-on-sage-crm-mobile-apps\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2019-10-30T05:08:32+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-11-01T11:24:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/10\/Img1-1.png\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/30\/categorise-communications-appointments-task-on-sage-crm-mobile-apps\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/30\/categorise-communications-appointments-task-on-sage-crm-mobile-apps\/\",\"name\":\"Create Communications (Appointments\/Task) on Sage CRM Mobile Apps - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/30\/categorise-communications-appointments-task-on-sage-crm-mobile-apps\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/30\/categorise-communications-appointments-task-on-sage-crm-mobile-apps\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/10\/Img1-1.png\",\"datePublished\":\"2019-10-30T05:08:32+00:00\",\"dateModified\":\"2019-11-01T11:24:33+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/30\/categorise-communications-appointments-task-on-sage-crm-mobile-apps\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/30\/categorise-communications-appointments-task-on-sage-crm-mobile-apps\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/30\/categorise-communications-appointments-task-on-sage-crm-mobile-apps\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/10\/Img1-1.png\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/10\/Img1-1.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/30\/categorise-communications-appointments-task-on-sage-crm-mobile-apps\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Create Communications (Appointments\/Task) on Sage CRM Mobile Apps\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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