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SugarCRM_Mobile_for_Android_User_Guide.html
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../Default.htm#SugarCRM_Mobile_for_Android_User_Guide.html">Open topic with navigation</a>
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<div class="content col-md-12">
<h2 id="Overview"><a name="Overview" data-mc-generated-bookmark="TOC"></a> Overview</h2>
<p>Vodafone CRM Mobile for Android enables access to Vodafone CRM from users' Androids to access data, manage daily activities, initiate phone calls, send SMS and emails, map record addresses and more while away from their computers. The app is compatible with Android tablets, and it will automatically adapt to tablet-sized screens. For information on supported platforms, please refer to the <a href="http://support.sugarcrm.com/Resources/Supported_Platforms/Mobile_Supported_Platforms">Mobile Supported Platforms</a> page.</p>
<div>
<h2 id="Installing"><a name="Installing" data-mc-generated-bookmark="TOC"></a>Installing</h2>
<p>Vodafone CRM for download from the Android Play Store.</p>
<p>Use the following steps to download and run the Vodafone CRM Mobile application on your Android phone:</p>
<ol>
<li value="1">Search for "SugarCRM" in the Android Play Store. </li>
<li value="2">Tap "Install" to install the SugarCRM Mobile application.</li>
</ol>
<h2><a name="Single_Sign-On_AuthenticationThere_are_two_methods_for_logging_in." data-mc-generated-bookmark="TOC"></a>Single Sign-On AuthenticationThere are two methods for logging in. </h2>
<p>If you receive a Welcome email, then simply click or tap the link within the email to automatically launch the mobile application with a pre-configured URL. Then click the <b>Single Sign-On</b> button with <b>use secure connection</b> checked and enter your Vodafone Digital Marketplace credentials on the next screen to be taken to the application start page.<br /><img src="Resources/Images/screens/signon_welcome.png" style="border-left-style: solid;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-top-style: solid;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;" /></p>
<p>If you do not receive a Welcome email, then use the following procedure:</p>
<ol>
<li value="1">Download the mobile application: <a href="https://play.google.com/store/apps/details?id=com.sugarcrm.nomad">https://play.google.com/store/apps/details?id=com.sugarcrm.nomad</a></li>
<li value="2">Copy your instance URL into the login screen. The URL will follow the format “https://adjective-noun-NNNN.vodafone.sugarcrm.com. <br />You do not need to enter a username or password, just ensure <b>use secure connection</b> is checked, and then click the <b>Single Sign-On</b> button.<br /><img src="Resources/Images/screens/signon_300x534.png" style="border-left-style: solid;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-top-style: solid;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;width: 300;height: 534;" /></li>
<li value="3">You are then taken to a screen where you can enter your Vodafone Digital Marketplace credentials to launch the application:<br /><img src="Resources/Images/screens/appdirect_signon_300x534.png" style="border-left-style: solid;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-top-style: solid;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;width: 300;height: 534;" /></li>
<li value="4"> You will then be taken to the application start page. You can change the start page by going to <b>Settings</b> within the app and selecting from the <b>Start Screen</b> options.</li>
<li value="5"> Once you log out, subsequent logins will not require you to enter the instance URL. You just need to click the <b>Single Sign-On</b> button. If, in the future, your instance URL changes, you will need to uninstall the mobile application and download it again from the app store.</li>
<p>
<img src="Resources/Images/screens/signon_subsequent_300x534.png" style="width: 300;height: 534;" />
</p>
</ol>
<h2 id="Main_Menu"><a name="Main_Menu" data-mc-generated-bookmark="TOC"></a>Main Menu</h2>
<p>The main menu can be accessed from any page by tapping the three-bar icon at top left. Tap the three-bar icon again to close the menu. The menu will open from the left and allow you to work with your user profile, access Vodafone CRM modules, view information about the application, configure the application, access the desktop version of Vodafone CRM, and log out.<br /><img src="http://support.sugarcrm.com/files/3378e2e4-bbad-f45a-b251-561482e7dff7.png" alt="Nomad2.8 GlobalSearch2" style="max-width: 300px;" /></p>
<p><strong>Note</strong>: The main menu is automatically collapsed upon logging into a tablet. It can be expanded by selecting the three-bar icon.<br /><img src="http://support.sugarcrm.com/files/3379a151-4d89-a497-a2b9-55e5ee0ba851.png" alt="Nomad2.7 TabletView" /></p>
<h3 id="Profile"><a name="Profile" data-mc-generated-bookmark="TOC"></a>Profile</h3>
<p>Your user profile is available for viewing and editing by tapping your name or the user icon at the top of the main menu.<br /><img src="http://support.sugarcrm.com/files/f0087b55-ec58-3268-799a-558866c73731.png" alt="Profile Nomad2.6" /></p>
<p>Tap any field value to access the keyboard for editing. Once in edit mode, you can tap the "x" icon to the right of the field to remove the value as well as use the keyboard to alter the value. Tap "Go" to finish working with a single field and close the keyboard. When you are done working with your user profile, tap "Save" to preserve your changes or "Cancel" to discard any changes and return to the main menu. <br /><img src="http://support.sugarcrm.com/files/87512567-12c9-e1f3-d75f-55028b08753f.png" alt="" style="max-width: 300px;" /></p>
<p><strong>Note</strong>: Fields which are unavailable for editing are greyed out.</p>
<h2 id="Dashboards"><a name="Dashboards" data-mc-generated-bookmark="TOC"></a>Dashboards</h2>
<p>Beneath your user profile, the main menu will display each of the dashboards you have set up in your Vodafone CRM instance. In order to switch between your dashboards, tap the main menu icon and select the desired dashboard. Dashboards and dashlets must be created and edited in the desktop version of Vodafone CRM. After making a change to your dashboards in the desktop version, log out and back into Vodafone CRM Mobile, then click "OK" to confirm you wish to load the new dashboard changes.<br /><img src="http://support.sugarcrm.com/files/35f5ef45-25c7-c156-41ce-558ac788a434.png" alt="Dashboards MM Nomad2.6" style="max-width: 300px;" /></p>
<p>From the dashboard view, tap any dashlet's icon in order to view the individual dashlet.<br /><img src="http://support.sugarcrm.com/files/19173ec9-d650-95be-99e9-55cb4b9ddd4e.png" alt="Nomad2.7 Select Dashlets" style="max-width: 300px;" /></p>
<p>The following dashlet types will be visible in Vodafone CRM Mobile once they are added to a dashboard via the desktop version of Vodafone CRM:</p>
<ul>
<li value="1">Active Tasks</li>
<li value="2">Forecast Bar Chart*</li>
<li value="3">Forecast Pipeline Chart*</li>
<li value="4">History</li>
<li value="5">In Forecast*</li>
<li value="6">Inactive Tasks</li>
<li value="7">List View</li>
<li value="8">My Activity Stream</li>
<li value="9">Planned Activities</li>
<li value="10">Saved Reports Chart Dashlet</li>
<li value="11">Top 10 Sales</li>
<li value="12">Twitter</li>
</ul>
<p>From any dashlet, you can tap the Dashboard icon to return to the tiled view of all of your available dashlets. For dashlets that display records in a list view, tap the vertical ellipsis on the far right of a record's row to open the <a href="#Record_Actions" class="selected">Actions menu</a>. <br /><img src="http://support.sugarcrm.com/files/5aad22b9-e0b6-7030-d0b7-55d4c09954cc.png" alt="Nomad2.7 MyContacts Return Ellipsis" style="max-width: 300px;" /><br /><strong>Note</strong>: When using a tablet, tapping on the name of a record in a dashlet will open the record in detail view to the right of the dashlet.</p>
<p>At the bottom of any dashlet, the colored dot represents which of your dashlets you are currently viewing. You can move forward or backwards through your dashlets by tapping the forward and back arrows on the bottom of the screen or by swiping left or right anywhere on the dashlet.<br /><img src="http://support.sugarcrm.com/files/19103e2a-af05-d442-661a-55cb4b861587.png" alt="Nomad2.7 Dashlet Swipe" style="max-width: 300px;" /></p>
<p><strong>Note</strong>: Dashlets which list records, including List View-type dashlets, will not display any data while Vodafone CRM Mobile is offline.</p>
<p><strong>Note</strong>: A user must log into the desktop version of Vodafone CRM at least once before any Dashboards will appear in Vodafone CRM Mobile.</p>
<h2 id="Global_Search"><a name="Global_Search" data-mc-generated-bookmark="TOC"></a>Global Search</h2>
<p>When logging into Vodafone CRM Mobile, your Global Search page will be displayed first unless a different option is selected in your <a href="SugarCRM_Mobile_for_iOS_User_Guide.html#Start_Screen">Editing Records</a> section of this documentation as needed.<br /><strong>Note</strong>: Fields which are not required will show "Optional" in grey to the right of the field name.
</p>
<li value="27">When all desired fields are populated, tap "Save" to create the new account record. Tapping "Cancel" will return you to the Global Search page without creating a new record.<br /><img src="http://support.sugarcrm.com/files/7d005e6e-9894-ecca-9ac8-55410d5425d2.png" alt="Create Account Editview 2.5" style="max-width: 300px;" /></li>
<p />
<p><strong>Note</strong>: Report, Document, Employee, and Quote records may not be created or duplicated from Vodafone CRM Mobile.</p>
<h3 id="Actions_Menu"><a name="Actions_Menu" data-mc-generated-bookmark="TOC"></a>Actions Menu</h3>
<p>From the Global Search page you can access a menu of actions to be performed on a single record by swiping the grip icon of any record's row to the left. <br /><img src="http://support.sugarcrm.com/files/dbe4b2bc-fa07-d417-f468-55cb4b65d1f3.png" alt="Nomad2.7 Global ActionsMenu" style="max-width: 300px;" /></p>
<p>Doing so will open a context-sensitive menu of actions available for this record meaning that the options available will differ according to the type of record and the fields it has populated. For a full list of available actions and a description of each, please refer to the <a href="SugarCRM_Mobile_for_iOS_User_Guide.html#Record_Actions">Record Actions</a> section of this documentation. </p>
<h3 id="Show_More"><a name="Show_More" data-mc-generated-bookmark="TOC"></a>Show More</h3>
<p>Each list view will initially show the 20 most recently modified records. In order to see additional records, scroll to the bottom of the list and tap "Show More". Each time you tap "Show More", an additional 20 records will be displayed at the end of the list. <br /><img src="http://support.sugarcrm.com/files/d572959b-32d7-aae1-c078-55cce2791801.png" alt="Nomad2.7 ShowMore..." style="max-width: 300px;" /></p>
<h2 id="Detail_View"><a name="Detail_View" data-mc-generated-bookmark="TOC"></a>Detail View</h2>
<p>Vodafone CRM Mobile's detail view shows the details and related records of one specific Vodafone CRM record as well as providing the ability to edit and perform other actions on the record. Detail views can be accessed from many places in the application by tapping any record's name within a list of records. For example, tapping a row on the Accounts list view or on the Home page will open the record in detail view. <br /><img src="http://support.sugarcrm.com/files/a6ce743f-92e7-4391-2e5d-55cce2e7b74b.png" alt="Nomad2.7 DetailView LV" style="max-width: 300px;" /></p>
<p>
<br />
<img src="http://support.sugarcrm.com/files/b71e9e1b-838c-24f9-3155-55886698efac.png" alt="Detail View Nomad2.6" style="max-width: 300px;" />
</p>
<h3 id="Previous_Page"><a name="Previous_Page" data-mc-generated-bookmark="TOC"></a>Previous Page</h3>
<p>To the right of the main menu three-bar icon on each detail view is an arrow that will return you to the last page viewed. This is a convenient way to continue your work after viewing or making changes on a record's detail view. Simply tap the arrow to go back to your previous page. <br /><img src="http://support.sugarcrm.com/files/c43849e3-1ca3-f0c3-0d54-5588664f44b7.png" alt="Previous Page Nomad2.6" style="max-width: 300px;" /></p>
<h3 id="Following_Designation"><a name="Following_Designation" data-mc-generated-bookmark="TOC"></a>Following Designation</h3>
<p>Users may choose to follow a record using the Follow button via the record detail view as well as the list view. This allows each user to personalize the activity streams visible in the desktop version of Vodafone CRM by specifying which records' posts should appear there. You may also stop following a record by tapping this button again. Please note that users automatically follow records they create or to which they are assigned. Should a user lose access to a record in Vodafone CRM, they will automatically stop following that record.<br /><img src="http://support.sugarcrm.com/files/e53a0930-8d13-3a5a-46fd-5588668891d4.png" alt="DetailView Following Nomad2.6" style="max-width: 300px;" /></p>
<h3 id="Record_Information"><a name="Record_Information" data-mc-generated-bookmark="TOC"></a>Record Information</h3>
<p>A few basic fields including the record's name, assigned user, and assigned team(s) will be displayed on the detail view. You can view the record's other fields by tapping the right arrow to the bottom right of this basic information. Doing so will open the record in edit view where you can make changes to the record in addition to viewing these additional fields. <br /><img src="http://support.sugarcrm.com/files/81f789b2-6736-5981-7c1a-5589ba616d42.png" alt="DetailView to EditView Nomad2.6" style="max-width: 300px;" /></p>
<h3 id="More"><a name="More..." data-mc-generated-bookmark="TOC"></a>More...</h3>
<p>The More... (and ...Less) link will appear whenever there are more than 7 fields available in the detail view. Users can minimize the detail view by tapping the Less... link. <br /><img src="http://support.sugarcrm.com/files/cba82f9f-6583-f8c2-d0bb-5588668fc165.png" alt="DetailView More Nomad2.6" style="max-width: 300px;" /></p>
<h3 id="Action_Fields"><a name="Action_Fields" data-mc-generated-bookmark="TOC"></a>Action Fields</h3>
<p>The phone, email, website URL, and address fields are clickable through the detail view of each record. Users can place a call, send an email, visit the website, or locate the address via GPS directly from the record detail view.<br /><img src="http://support.sugarcrm.com/files/5299d107-8bd7-c26a-0e16-558866be74c1.png" alt="Action Fields Nomad2.6" style="max-width: 300px;" /></p>
<p>For a full list of available actions and a description of each, please refer to the <a href="#Record_Actions" class="selected">Record Actions</a> section of this documentation.</p>
<h3 id="Linked_Related_Fields"><a name="Linked_Related_Fields" data-mc-generated-bookmark="TOC"></a>Linked Related Fields</h3>
<p>Related fields will appear as a hyperlink in the detail view. Users can scroll to see all available fields, and then click the hyperlink to see the related record's detail view.<br /><img src="http://support.sugarcrm.com/files/6660d8ce-41ae-b1cd-8191-55886672e8c0.png" alt="Linked Related Field Nomad2.6" style="max-width: 300px;" /><br />To go back to the previous record, select the arrow in the top bar. <br /><img src="http://support.sugarcrm.com/files/c43849e3-1ca3-f0c3-0d54-5588664f44b7.png" alt="Previous Page Nomad2.6" style="max-width: 300px;" /><br />Refer to the <a href="#Related_Records" class="selected">Related Records</a> section of this documentation for information on accessing related records in the subpanels.</p>
<h3 id="Actions_Menu_3"><a name="Actions_Menu_..1" data-mc-generated-bookmark="TOC"></a>Actions Menu</h3>
<p>A record's detail view offers a menu of actions to be performed on the current record. This is a context-sensitive menu which will grey out any actions which are not available for the current record. For example, if the record does not have a populated phone number field, the Call and SMS options will not be available. Some or all of the following actions may be available: <br /><img src="http://support.sugarcrm.com/files/6f4fab49-fcde-65b9-9186-558866ebe9a0.png" alt="Actions Menu Nomad2.6" style="max-width: 300px;" /></p>
<p>For a full list of available actions and a description of each, please refer to the <a href="#Record_Actions" class="selected">Record Actions</a> section of this documentation.</p>
<h3 id="More_Actions_Menu"><a name="More_Actions_Menu" data-mc-generated-bookmark="TOC"></a>More Actions Menu</h3>
<p>The detail view provides additional actions a user can perform via the vertical ellipsis icon located on the right side of the header. Simply tap the vertical ellipsis icon to open the More Actions menu.<img src="http://support.sugarcrm.com/files/47bdafac-3757-3ddf-222f-5614046c7b00.png" alt="Nomad2.8 MoreActionsMenu" style="max-width: 300px;" /></p>
<p>The following actions can be performed: </p>
<ul>
<li value="1"><strong><a href="#Creating_Via_Duplication" class="selected">Duplicate</a></strong> : Make a copy of this record</li>
<li value="2"><strong><a href="#Creating_New_Related_Records_Via_More_Actions_Menu" class="selected">Create Related Record</a></strong> : Create a new record and relate it to the original record</li>
<li value="3"><strong><a href="#Relating_Existing_Records_Via_More_Actions_Menu" class="selected">Link Existing Record</a></strong> : Link an existing record to the original record</li>
<li value="4"><strong><a href="#Sharing_Records" class="selected">Share</a></strong> : Share this record<br /><img src="http://support.sugarcrm.com/files/28e0da1e-25c7-013e-cade-5614078b3243.png" alt="Nomad2.8 MoreActions Options" style="max-width: 300px;" /></li>
</ul>
<h3 id="Activity_Stream_2"><a name="Activity_Stream" data-mc-generated-bookmark="TOC"></a>Activity Stream</h3>
<p>The detail view's activity stream displays record posts, comments on posts, etc. specific to the individual record (e.g. AB Drivers Limited). To view the record's activity stream, simply tap the Activity Stream button below the detail view's actions menu. All posts specific to the current record you are viewing will display, and you can tap the record's name (e.g. Renewal meeting) within the post if you wish to access the record.<br /><img src="http://support.sugarcrm.com/files/96b90507-623f-e873-bffa-5595a6fc72c2.png" alt="Nomad2.6 DetailView ActivityStream Button" style="max-width: 300px;" /></p>
<p>Users can create posts by typing in a message into the "New comment" box then tapping "Comment". To leave a comment for a specific post, simply tap the vertical ellipsis to the far right of each post then select "Comment". To close, tap the vertical ellipsis to the left of the Comment option. In addition, you can mention specific users or records by typing @ followed by the user's name or # followed by the record's name in the post or comment. For more information regarding activity stream, please refer to the Activity Streams documentation in the <a href="Sugar_Enterprise_7.6_Application_Guide.html">Application Guide</a>.<br /><img src="http://support.sugarcrm.com/files/8129796b-b4e6-a639-9c28-5595a99b5c0e.png" alt="Nomad2.6 DetailView ActivityStream Post Comment1" width="290" /></p>
<h3 id="Related_Records"><a name="Related_Records" data-mc-generated-bookmark="TOC"></a>Related Records</h3>
<p>Below the detail view's actions menu are the record's related records. For each relationship where your record can be related to multiple record's in another module, the module type will be shown here. Tap the module name to see a list of record's belonging to that module which are related to the original record. <br /><img src="http://support.sugarcrm.com/files/f3a9ee6e-f6c4-17fd-1415-558abf4361d9.png" alt="Related Records Nomad2.6" style="max-width: 300px;" /></p>
<p>From this list of related records, you can tap the record's row to open its detail view. You also have the option to <a href="#Filters" class="selected">filter</a> and <a href="#Sorting" class="selected">sort</a> the related records list. To return to the original record's detail view, tap the previous page icon at top left. <br /><img src="http://support.sugarcrm.com/files/c66e8b86-76a6-49b6-05e4-55cce94fce1e.png" alt="Nomad2.7 Related Calls ListView" width="286" /></p>
<p>Swiping left on any row will display an actions menu. For example, choose "Edit" to edit the related record or "Unlink" to delete the relationship between this record and the original record. Please note that this will not delete either record. To close the menu without taking any action, swipe right on the record's row.<br /><strong>Note</strong>: Depending on the record type, more or less options will appear (i.e. Related Contacs - in addition to Edit, Unlink, it also has the ability to Call and Favorite).<br /><img src="http://support.sugarcrm.com/files/850ee1c5-b229-d098-1a2b-55cce7f3ff2f.png" alt="Nomad2.7 RelatedRecords SwipeOptions" style="max-width: 300px;" /></p>
<p>Tap the plus icon at the top right of the related records list to quick create a new related record. Once saved, the new record will automatically be related to the original record. To close the menu without creating a new record, tap the plus icon again. <br /><img src="http://support.sugarcrm.com/files/ee4008c6-8432-f2a7-d587-55cce7cd135b.png" alt="Nomad2.7 CreateRelatedCall" style="max-width: 300px;" /></p>
<h3 id="Subpanel_Counter"><a name="Subpanel_Counter" data-mc-generated-bookmark="TOC"></a>Subpanel Counter</h3>
<p>Within each record, the subpanels states in brackets how many related records can be found. If there are no related records attached, the subpanel will appear greyed out. This allows users to see in advance how many, or if any, related records are attached. <br /><img src="http://support.sugarcrm.com/files/11030c8a-56c4-9174-3095-55886694c2e3.png" alt="Subpanel Counter Nomad2.6" style="max-width: 300px;" /></p>
<h2 id="Record_Actions"><a name="Record_Actions" data-mc-generated-bookmark="TOC"></a>Record Actions</h2>
<p>Vodafone CRM Mobile offers context sensitive menus for performing operations on individual records. These Action menus are available on a module's list view, a list of related records, dashlets displaying a list of records, or the Global Search page.</p>
<p>The actions menu allows you to perform the following operations:</p>
<table cellspacing="0" cellpadding="4" border="1">
<tbody>
<tr>
<td><strong>Menu Item</strong>
</td>
<td><strong>Description</strong>
</td>
</tr>
<tr>
<td><a href="#Editing_Records" class="selected">Edit</a>
</td>
<td>Opens the record for editing</td>
</tr>
<tr>
<td><a href="#Viewing_Read-Only_Records" class="selected">View</a>
</td>
<td>For records not able to be edited, opens the record for detailed viewing</td>
</tr>
<tr>
<td><a href="#Favorite_Designation" class="selected">Favorite/Unfavorite</a>
</td>
<td>Favorites / Unfavorites the record</td>
</tr>
<tr>
<td><a href="#Following_Designation" class="selected">Follow/Following</a>
</td>
<td>Follows / Unfollows the record</td>
</tr>
<tr>
<td><a href="#Deleting_Via_Records_List" class="selected">Delete</a>
</td>
<td>Deletes the record from your Vodafone CRM instance</td>
</tr>
<tr>
<td><a href="#Calling_Records" class="selected">Call</a>
</td>
<td>For records with a phone number, calls the number from your phone</td>
</tr>
<tr>
<td><a href="#Text_Messaging_Records" class="selected">SMS</a>
</td>
<td>For records with a phone number, sends a text message from your phone</td>
</tr>
<tr>
<td><a href="#Emailing_Records" class="selected">Email</a>
</td>
<td>For records with an email address, sends an email from your phone</td>
</tr>
<tr>
<td><a href="#Visiting_Record_Websites" class="selected">Web</a>
</td>
<td>For records with a website, opens the website in your phone's browser</td>
</tr>
<tr>
<td><a href="#Mapping_Records" class="selected">Map</a>
</td>
<td>For records with an address, maps the address in your phone's map application</td>
</tr>
<tr>
<td><a href="#Viewing_Record_Files" class="selected">File</a>
</td>
<td>For records with attached images or files, opens the attached file for viewing</td>
</tr>
</tbody>
</table>
<p>Please note that the File icon may display in the context-sensitive actions menu even when a record has no attachment.</p>
<h3 id="Accessing_Actions_From_Record_Lists_and_Global_Search"><a name="Accessing_Actions_From_Record_Lists_and_Global_Search" data-mc-generated-bookmark="TOC"></a>Accessing Actions From Record Lists and Global Search</h3>
<p>To access this context-sensitive menu from module list views, lists of related records, or global search results, swipe to the left on any record's row.<br /><img src="http://support.sugarcrm.com/files/dbe4b2bc-fa07-d417-f468-55cb4b65d1f3.png" alt="Nomad2.7 Global ActionsMenu" width="302" /></p>
<p>Doing so will open a context-sensitive menu of actions available for this record meaning that the options available will differ according to the type of record and the fields it has populated. Some or all of the following actions may appear: <br /><img src="http://support.sugarcrm.com/files/c338437e-5b37-4309-5024-55cb4b009000.png" alt="Nomad GS ActionMenu Options" /></p>
<p>To close the menu without taking any action, swipe back to the right. <br /><img src="http://support.sugarcrm.com/files/a8146aaf-5fe3-3d40-8ce0-55cb4b374400.png" alt="Nomad GS ActionMenu Close" /></p>
<h3 id="Accessing_Actions_From_Dashlets"><a name="Accessing_Actions_From_Dashlets" data-mc-generated-bookmark="TOC"></a>Accessing Actions From Dashlets</h3>
<p>Action menus are also available from dashlets that display a list of records by tapping the vertical ellipsis to the right of each record's row. Tap the ellipsis again to close the menu.<br /><img src="http://support.sugarcrm.com/files/e5987c46-5241-5d8d-91eb-55e47d1ca3a8.png" alt="Nomad2.7 ActionsMenu dashlet" style="max-width: 300px;" /></p>
<h3 id="Accessing_Actions_Menus_From_Detail_Views"><a name="Accessing_Actions_Menus_From_Detail_Views" data-mc-generated-bookmark="TOC"></a>Accessing Actions Menus From Detail Views</h3>
<p>Action menus are also available from each individual record's detail view. <br /><img src="http://support.sugarcrm.com/files/6f4fab49-fcde-65b9-9186-558866ebe9a0.png" alt="Actions Menu Nomad2.6" style="max-width: 300px;" /></p>
<h2 id="Related_Records_2"><a name="Related_Records_..2" data-mc-generated-bookmark="TOC"></a>Related Records</h2>
<p>Relationships between records allow you to connect relevant records together. While related records can be viewed from the <a href="#Detail_View" class="selected">detail view</a> of a record, relationships can also be created via a record's detail view using the Quick Create menu and the related records listing.</p>
<h3 id="Creating_New_Related_Records_Via_More_Actions_Menu"><a name="Creating_New_Related_Records_Via_More_Actions_Menu" data-mc-generated-bookmark="TOC"></a>Creating New Related Records Via More Actions Menu</h3>
<p>Use the following steps to create a new related record from a detail view's More Actions menu:</p>
<ol>
<li value="1">Navigate to a record's detail view and tap the vertical ellipsis icon at top right to access the More Actions menu. <br /><img src="http://support.sugarcrm.com/files/69e3ab07-1088-3288-e275-558866f51152.png" alt="Create New Related Nomad2.6" style="max-width: 300px;" /></li>
<li value="2">Tap the "Create Related Record" option. <br /><img src="http://support.sugarcrm.com/files/3600925b-c4e5-314d-ed31-558866850551.png" alt="Create Related Record Nomad2.6" style="max-width: 300px;" /></li>
<li value="3">On the "Choose Link Type" page which appears, select the module of the new record you wish to create. The modules shown are all those which have a relationship to the original record's module. <br /><img src="http://support.sugarcrm.com/files/7669379c-b1c3-089a-0b14-55028e0bc703.png" alt="" width="283" /></li>
<li value="4">The displayed edit view is pre-populated with the original record's name as appropriate. Complete the desired fields using instructions in the <a href="#Editing_Records" class="selected">Editing Records</a> section and tap "Save" to create the new record. Tapping "Cancel" will return you to the detail view without creating a record. <br /><img src="http://support.sugarcrm.com/files/47f99832-e997-e4e2-64d8-55028e97c34f.png" alt="" width="283" /></li>
</ol>
<p><strong>Note</strong>: Report, Document, Employee, and Quote records may not be created or duplicated from Vodafone CRM Mobile.</p>
<h3 id="Relating_Existing_Records_Via_More_Actions_Menu"><a name="Relating_Existing_Records_Via_More_Actions_Menu" data-mc-generated-bookmark="TOC"></a>Relating Existing Records Via <span>More Actions Menu</span></h3>
<p>Use the following steps to relate an existing record from a detail view's More Actions menu:</p>
<ol>
<li value="1">Navigate to a record's detail view.</li>
<li value="2">Tap the vertical ellipsis icon at top right to access the More Actions menu. Tap "Link Existing Record". <br /><img src="http://support.sugarcrm.com/files/48d5f4e9-8c34-3697-5b9f-5588662c5d38.png" alt="Link Existing Record Nomad2.6" style="max-width: 300px;" /></li>
<li value="3">On the "Choose Link Type" page which appears, select the module of the existing record you wish to link. The modules shown are all those which have a many-sided relationship to the original record's module. <br /><img src="http://support.sugarcrm.com/files/a93474e5-c3d9-ea84-b874-55028e1a7178.png" alt="" width="292" /></li>
<li value="4">You can use the <a href="#Filters" class="selected">filter</a> and <a href="#Sorting" class="selected">sort</a> options or tap the magnifying glass icon to <a href="#Search" class="selected">search</a> in order to locate the records you wish to relate to the original record. Select one or more records' checkboxes and tap "Done" to form the link. Tapping "Cancel" will return you to the detail view without relating any records.<br /><img src="http://support.sugarcrm.com/files/46253041-b05e-5169-896c-560023d9e732.png" alt="Nomad2.8 LinkExisting Filters" style="max-width: 300px;" /></li>
</ol>
<h3 id="Creating_Related_Records_Via_Related_Modules_List"><a name="Creating_Related_Records_Via_Related_Modules_List" data-mc-generated-bookmark="TOC"></a>Creating Related Records Via Related Modules List</h3>
<p>Use the following steps to create a new related record from a detail view's related modules list:</p>
<ol>
<li value="1">Navigate to a record's detail view.</li>
<li value="2">Tap the module row of the kind of record you wish to relate. <br /><img src="http://support.sugarcrm.com/files/595005bb-b906-acec-59d5-5588663527dd.png" alt="Related Subpanels Nomad2.6" style="max-width: 300px;" /></li>
<li value="3">Tap the plus icon on the related module's page to access the Quick Create menu and then select "Create Related <Module Name>". <br /><img src="http://support.sugarcrm.com/files/1b34c361-cef0-5133-9d26-55028e275358.png" alt="" width="313" /></li>
<li value="4">The displayed edit view is pre-populated with the original record's name as appropriate. Complete the desired fields using instructions in the <a href="#Editing_Records" class="selected">Editing Records</a> section and tap "Save" to create the new record. Tapping "Cancel" will return you to the previous page (e.g. Related Calls page) without creating a record. <br /><img src="http://support.sugarcrm.com/files/47f99832-e997-e4e2-64d8-55028e97c34f.png" alt="" width="310" /></li>
</ol>
<p>Users can also quick create a related record by selecting the "+" located to the right of the subpanel in the modules list.<br /><img src="http://support.sugarcrm.com/files/dd65ed4c-28de-696c-11e7-5589abaf2c42.png" alt="Create New Subpanel Nomad2.6" style="max-width: 300px;" /></p>
<p><strong>Note</strong>: Report, Document, Employee, and Quote records may not be created or duplicated from Vodafone CRM Mobile.</p>
<h3 id="Relating_Existing_Records_Via_Related_Modules_List"><a name="Relating_Existing_Records_Via_Related_Modules_List" data-mc-generated-bookmark="TOC"></a>Relating Existing Records Via Related Modules List</h3>
<p>The following steps demonstrate how to relate an account to an existing contact from the detail view's related modules list as an example:</p>
<ol>
<li value="1">Navigate to a record's detail view.</li>
<li value="2">Tap the module row of the kind of record you wish to relate. <br /><img src="http://support.sugarcrm.com/files/e4e1329c-c2d7-4a6d-1df9-558ac3a0f72b.png" alt="Create Contact Subpanel Nomad2.6" style="max-width: 300px;" /></li>
<li value="3">Tap the plus icon on the related module's page to access the Quick Create menu and then select "Link Existing Case". <br /><img src="http://support.sugarcrm.com/files/79e23bd8-86b2-c677-22ae-55028e9f4879.png" alt="" width="303" /></li>
<li value="4">You can use the <a href="#Filters" class="selected">filter</a> and <a href="#Sorting" class="selected">sort</a> options or tap the magnifying glass icon to <a href="#Search" class="selected">search</a> in order to locate the records you wish to relate to the original record. Select one or more records' checkboxes and tap "Done" to form the link. Tapping "Cancel" will return you to the Link Contacts page without relating any records.<br /><img src="http://support.sugarcrm.com/files/46253041-b05e-5169-896c-560023d9e732.png" alt="Nomad2.8 LinkExisting Filters" style="max-width: 300px;" /></li>
</ol>
<h3 id="Editing_Related_Records"><a name="Editing_Related_Records" data-mc-generated-bookmark="TOC"></a>Editing Related Records</h3>
<p>You can edit a related record directly from another record's list of related records.</p>
<p>Use the following steps to edit a related record from another record's detail view:</p>
<ol>
<li value="1">Navigate to a record's detail view.</li>
<li value="2">Tap the module row of the record you wish to edit. <br /><img src="http://support.sugarcrm.com/files/a9fceaab-36e9-4a12-98fc-5589b705df24.png" alt="Edit Related Call Nomad2.6" style="max-width: 300px;" /></li>
<li value="3">Locate the desired record in the list of related records and swipe to the left on the record's row to access the actions menu. <br /><img src="http://support.sugarcrm.com/files/c66e8b86-76a6-49b6-05e4-55cce94fce1e.png" alt="Nomad2.7 Related Calls ListView" style="max-width: 300px;" /></li>
<li value="4">Tap "Edit". Swiping to the right will return you to the previous page without editing the record. <br /><img src="http://support.sugarcrm.com/files/5e8249d4-eca1-24e3-2f29-55cd04f0606b.png" alt="Nomad2.7 Edit RelatedCall" style="max-width: 300px;" /></li>
<li value="5">Modify the files as desired using instructions in the <a href="#Editing_Records" class="selected">Editing Records</a> section, then tap "Save" to preserve your changes. Tapping "Cancel" will return you to the previous page (e.g. Related Calls page) without editing the record. <br /><img src="http://support.sugarcrm.com/files/6cc4e9d5-e1bf-60f0-f0f9-55028e551df5.png" alt="" width="293" /></li>
</ol>
<p />
<h3 id="Removing_Related_Records"><a name="Removing_Related_Records" data-mc-generated-bookmark="TOC"></a>Removing Related Records</h3>
<p>If a relationship should no longer exist between two records, the records may be unlinked. Deleting the relationship will not delete either record.</p>
<p>Use the following steps to delete a relationship from detail view:</p>
<ol>
<li value="1">Navigate to a record's detail view.</li>
<li value="2">Tap the module row of the record you wish to unlink from the original record. <br /><img src="http://support.sugarcrm.com/files/a9fceaab-36e9-4a12-98fc-5589b705df24.png" alt="Edit Related Call Nomad2.6" style="max-width: 300px;" /></li>
<li value="3">Locate the desired record in the list of related records and swipe to the left on the record's row to access the actions menu.</li>
<li value="4">Tap "Unlink" and confirm in the dialog that you wish to delete the relationship. Swiping back to the right will return you to the previous page without unlinking the records. <br /><img src="http://support.sugarcrm.com/files/81711b54-899f-f63d-df8d-55cd0643e765.png" alt="Nomad2.7 Unlink RelatedRecord" style="max-width: 300px;" /></li>
</ol>
<h2 id="Creating_Records"><a name="Creating_Records" data-mc-generated-bookmark="TOC"></a>Creating Records</h2>
<p>New records may be created in Vodafone CRM Mobile from several different locations. You can create new records from the <a href="#Quick_Create" class="selected">Global Search page</a>, from a module's <a href="#Quick_Create_2" class="selected">list view</a>, by <a href="#Creating_Via_Duplication" class="selected">duplicating</a> an existing record, or by creating a related record via the <a href="#Creating_New_Related_Records_Via_More_Actions_Menu" class="selected">More Actions menu</a> or a <a href="#Creating_Related_Records_Via_Related_Modules_List" class="selected">related modules list</a>.</p>
<h3 id="Creating_Via_Duplication"><a name="Creating_Via_Duplication" data-mc-generated-bookmark="TOC"></a>Creating Via Duplication</h3>
<p>Records may be duplicated as a method of creating new records when a record with similar field values already exists in Vodafone CRM.</p>
<p>Use the following steps to create a contact by duplicating an existing record:</p>
<ol>
<li value="1">Navigate to a record's detail view.</li>
<li value="2">Tap the vertical ellipsis icon at top right to access the <a href="#More_Actions_Menu" class="selected">More Actions menu</a> and then tap "Duplicate".<br /><img src="http://support.sugarcrm.com/files/5a310fcb-ae3c-bf96-9e02-5589ac131be3.png" alt="Duplicate Nomad2.6" style="max-width: 300px;" /></li>
<li value="3">The displayed edit view is pre-populated with the original record's values. Update the necessary fields using instructions in the <a href="#Editing_Records" class="selected">Editing Records</a> section of this documentation, then click "Save". Tapping "Cancel" will return you to the detail view without duplicating the record. <br /><img src="http://support.sugarcrm.com/files/d839a361-6a55-8d83-0b7c-55028e8133ad.png" alt="" width="292" /></li>
</ol>
<h2 id="Editing_Records"><a name="Editing_Records" data-mc-generated-bookmark="TOC"></a>Editing Records</h2>
<p>Records may be edited from Vodafone CRM Mobile by first navigating to the detail view, then tapping the more information arrow at bottom right of the record's basic fields. This will open the record in edit view where values can be viewed and modified. Fields which are not required will show "Optional" in grey to the right of the field name. Once you have made the desired modifications to a record's fields, tap "Save" to preserve the changes. You can tap "Cancel" at any time to return to the previous page without editing the record.<br /><img src="http://support.sugarcrm.com/files/72320dbb-574a-f206-cd91-55028ba79980.png" alt="" width="280" /></p>
<p><strong>Note</strong>: Employee, Quote, and Report records may not be edited in Vodafone CRM Mobile. Document and Note records' fields may be edited, but Vodafone CRM Mobile does not support attaching new files.</p>
<p><strong>Note</strong>: Calculated or dependent fields which use a related function do not work in offline mode. Once users enter online mode, the calculated or dependent fields will show the correct value.</p>
<h3 id="Editing_Text_Number_Fields"><a name="Editing_Text_&_Number_Fields" data-mc-generated-bookmark="TOC"></a>Editing Text & Number Fields</h3>
<p>Text and number fields allow you to store manually input information such as names, addresses, phone numbers, etc.</p>
<p>Use the following steps to edit text and numeric fields:</p>
<ol>
<li value="1">Tap to the right of the field name.</li>
<li value="2">Use the keyboard which appears to type the desired value.</li>
<li value="3">Tap "Go" to preserve the value and hide the keyboard. <br /><img src="http://support.sugarcrm.com/files/357f842e-0803-ec41-d2cb-55028e5bfbe8.png" alt="" width="282" /></li>
</ol>
<h3 id="Editing_Email_Addresses"><a name="Editing_Email_Addresses" data-mc-generated-bookmark="TOC"></a>Editing Email Addresses</h3>
<p>Email address fields can store one or more email addresses as well as a designation of whether they are the primary email address for a record, are opted-out, or are invalid.</p>
<p>Use the following steps to edit an email address:</p>
<ol>
<li value="1">Tap the email address' location to type in a new address or edit an existing one.<br /><img src="http://support.sugarcrm.com/files/d104defe-a8f8-9c7d-1dda-55028b977f7b.png" alt="" width="282" /></li>
<li value="2">Tap the options menu to the right of an email address to set it as the primary email address for the record, mark it as opted-out, mark it as invalid, or remove it.<br /><img src="http://support.sugarcrm.com/files/17358e4f-13cf-2282-d953-55028b7d9953.png" alt="" width="271" /></li>
</ol>
<h3 id="Editing_Dropdown_Fields"><a name="Editing_Dropdown_Fields" data-mc-generated-bookmark="TOC"></a>Editing Dropdown Fields</h3>
<p>Dropdown fields allow you to choose one value from a list of predefined options.</p>
<p>Use the following steps to edit a dropdown field:</p>
<ol>
<li value="1">Tap to the right of the field name.</li>
<li value="2">Use the picker which appears to find and tap the desired value. Tapping "Done" will hide the option picker without setting a new value.<br /><img src="http://support.sugarcrm.com/files/43af2bb6-99c7-2f81-4c9a-55028b60b0ce.png" alt="" width="280" /></li>
</ol>
<h3 id="Editing_Multiselect_Fields"><a name="Editing_Multiselect_Fields" data-mc-generated-bookmark="TOC"></a>Editing Multiselect Fields</h3>
<p>Multiselect fields allow you to choose one or more options for a single field.</p>
<p>Use the following steps to edit a multiselect field:</p>
<ol>
<li value="1">Tap the multiselect field. <br /><img src="http://support.sugarcrm.com/files/26d0065b-c0f3-f67d-163d-55028bf943fb.png" alt="" width="280" /></li>
<li value="2">Mark the checkboxes of the items you wish to select. If you wish to have no items selected, choose the blank option.</li>
<li value="3">Tap "Save" to preserve your new values. Tapping "Cancel" will return you to the edit page without altering the field's value. <br /><img src="http://support.sugarcrm.com/files/5e386eab-44ba-5b0d-8dab-55028b312009.png" alt="" width="271" /></li>
<li value="4">To remove an item from the multiselect field, tap the x icon located to the right of the item tag.<br /><img src="http://support.sugarcrm.com/files/cbf2f77e-f6d4-49a3-827c-55028e8f4c8c.png" alt="" width="265" /></li>
</ol>
<h3 id="Editing_Radio_Fields"><a name="Editing_Radio_Fields" data-mc-generated-bookmark="TOC"></a>Editing Radio Fields</h3>
<p>Radio fields allow you to choose one of a few options for the field value.</p>
<p>To edit a radio field, tap the desired value. <br /><img src="http://support.sugarcrm.com/files/8ea97456-74ce-42ab-b429-55028b4c2b90.png" alt="" width="280" /></p>
<h3 id="Editing_Checkbox_Fields"><a name="Editing_Checkbox_Fields" data-mc-generated-bookmark="TOC"></a>Editing Checkbox Fields</h3>
<p>Checkbox fields allow you to select one of two options for the field value.</p>
<p>To edit a checkbox field, tap the checkbox to toggle whether it is checked or not. <br /><img src="http://support.sugarcrm.com/files/9fa19bca-1fbb-f1e3-cae6-55028b790726.png" alt="" width="280" /></p>
<h3 id="Editing_Date_DateTime_Fields"><a name="Editing_Date_&_DateTime_Fields" data-mc-generated-bookmark="TOC"></a>Editing Date & DateTime Fields</h3>
<p>Date fields allow you to set a day, month, and year to a single field. Datetime fields also include the selection of a time.</p>
<p>Use the following steps to edit date or datetime fields:</p>
<ol>
<li value="1">Tap the date or datetime field.</li>
<li value="2">Click the up or down arrow on the picker to select the desired date and, for datetime fields, time.</li>
<li value="3">Tap "Set" to preserve your new value. Tapping "Cancel" before tapping "Set" will return you to the edit page with a blank value for the field. <br /><img src="http://support.sugarcrm.com/files/30b79948-143b-0985-4d66-55028e15e0ff.png" alt="" width="253" /></li>
</ol>
<h3 id="Editing_Relate_Relationship_Fields"><a name="Editing_Relate_&_Relationship_Fields" data-mc-generated-bookmark="TOC"></a>Editing Relate & Relationship Fields</h3>
<p>Relate fields allow you to create a one-way link from your original record to another record in Vodafone CRM. Relationships allowing only one link from your original record to another module are edited the same way. The Assigned User field of each record is an example of such a field.</p>
<p>Use the following steps to edit a relate field or relationship fields:</p>
<ol>
<li value="1">Tap the minus button to the right of a current value to remove it first or simply tap the relate field to choose a different value. <br /><img src="http://support.sugarcrm.com/files/9ff9e9bc-e32c-fabb-e068-55028b1877b9.png" alt="" width="280" /></li>
<li value="2">You can use the <a href="#Filters" class="selected">filter</a> and <a href="#Sorting" class="selected">sort</a> options or tap the magnifying glass icon to <a href="#Search" class="selected">search</a> in order to locate the record you wish to relate to the original record. Tap a user from the list view in order to form the link. Tapping "Cancel" will return to the record's edit view without selecting a new value.<br /><img src="http://support.sugarcrm.com/files/5cae36af-f4f4-aa9d-ba59-5613fb389ad9.png" alt="Nomad2.8 EditingRelateFields" style="max-width: 300px;" /></li>
</ol>
<p><strong>Note</strong>: If any view includes a relate field to a disabled module, the view will display "No Access" in Vodafone CRM Mobile.</p>
<h3 id="Editing_Flex_Relate_Fields"><a name="Editing_Flex_Relate_Fields" data-mc-generated-bookmark="TOC"></a>Editing Flex Relate Fields</h3>
<p>Flex relate fields allow you to relate a record to another record in the module of your choosing rather than restricting you to one module as relate fields do.</p>
<p>Use the following steps to edit a flex relate field:</p>
<ol>
<li value="1">Tap the minus button to the right of a current value to remove it first or simply tap the flex relate field to choose a new value. <br /><img src="http://support.sugarcrm.com/files/20deca08-290f-69fc-9746-55028beb4d72.png" alt="" width="291" /></li>
<li value="2">Use the Choose Parent Type page to choose the module you would like to relate to. Tapping "Cancel" will return you to the edit page without altering the field's value. <br /><img src="http://support.sugarcrm.com/files/4500edaf-25fe-80cc-3c23-55028b96bd9f.png" alt="" width="299" /></li>
<li value="3">You can use the <a href="#Filters" class="selected">filter</a> and <a href="#Sorting" class="selected">sort</a> options or tap the magnifying glass icon to <a href="#Search" class="selected">search</a> in order to locate the records you wish to relate to the original record. Select one or more records' checkboxes and tap "Done" to form the link. Tapping "Cancel" will return you to the Choose Parent Type page without altering the field's value. <br /><img src="http://support.sugarcrm.com/files/ba3b7500-31e4-30a0-0b95-560c04307b99.png" alt="Nomad2.8 EditingFlexRelate" style="max-width: 300px;" /></li>
</ol>
<h3 id="Editing_Teams"><a name="Editing_Teams" data-mc-generated-bookmark="TOC"></a>Editing Teams</h3>
<p>The team field specifies which team or teams of users have visibility of each record.</p>
<p>Use the following steps to edit a record's assigned teams:</p>
<ol>
<li value="1">To add an assigned team, tap the team field. <br /><img src="http://support.sugarcrm.com/files/87ebc018-f38b-37eb-2b17-55028bde9987.png" alt="" width="280" /></li>
<li value="2">Use the Select Teams page to search for and mark the checkboxes of teams you wish to assign to the record.</li>
<li value="3">Tap "Save" to add the chosen teams or "Cancel" to return to quick create without adding new teams. <br /><img src="http://support.sugarcrm.com/files/39076767-1afd-df7a-116b-55028b409787.png" alt="" width="280" /></li>
<li value="4">To remove any unwanted teams, tap the team's minus button.</li>
<li value="5">To designate the record's primary team, tap the team's star button. <br /><img src="http://support.sugarcrm.com/files/182d68a4-a1e8-e98b-88f2-55028bbf6d87.png" alt="" width="280" /></li>
</ol>
<h3 id="Editing_Image_Fields"><a name="Editing_Image_Fields" data-mc-generated-bookmark="TOC"></a>Editing Image Fields</h3>
<p>The Contacts module allows its Picture field to be edited via the mobile detail view or edit view. Please note that only the Contact module's image field, Picture, may be edited via the detail view.</p>
<p>Use the following steps to edit a contact record's Picture field via the detail view:</p>
<ol>
<li value="1">Navigate to a contact record in detail view.</li>
<li value="2">Tap the existing image or the placeholder image icon. <br /><img src="http://support.sugarcrm.com/files/d15b0193-e683-93e3-c723-5589b76d5036.png" alt="Editing Image Fields Nomad2.6" style="max-width: 300px;" /></li>
<li value="3">Tap "Camera" to use your device's camera to take a new picture or tap a gallery to select a photo from your device's photo album. <br /><img src="http://support.sugarcrm.com/files/8de1de07-4440-21ed-140b-55028eb023df.png" alt="" width="282" /></li>
<li value="4">To make no changes to the Picture field, tap the surrounding area of the Select Source box to cancel the request.</li>
</ol>
<p>The following steps will cover editing a lead's image-type field via the edit view as an example:</p>
<ol>
<li value="1">Navigate to a lead record in edit view.</li>
<li value="2">Tap the existing image or the placeholder image icon. <br /><img src="http://support.sugarcrm.com/files/388d0c90-6bf9-fdc5-0913-55028b47f971.png" alt="" width="282" /></li>
<li value="3">Tap "Camera" to use your device's camera to take a new picture or tap a gallery to select a photo from your device's photo album. <br /><img src="http://support.sugarcrm.com/files/8de1de07-4440-21ed-140b-55028eb023df.png" alt="" width="281" /></li>
<li value="4">
<ol>
<li value="1">To make no changes to the Picture field, tap the surrounding area of the Select Source box to cancel the request.</li>
</ol>
</li>
<li value="5">To remove an image, tap the minus icon. <br /><img src="http://support.sugarcrm.com/files/3c1fd898-0c13-465d-b619-55028bb9403d.png" alt="" width="283" /></li>
<li value="6">Tap "Save" to preserve your changes to the image-type field and other changes to the record.</li>
</ol>
<h2 id="Deleting_Records"><a name="Deleting_Records" data-mc-generated-bookmark="TOC"></a>Deleting Records</h2>
<p>You may delete records at any time from the Vodafone CRM Mobile application. Keep in mind that doing so will delete the records in your Vodafone CRM instance just as if you had deleted them from your desktop computer. Deleting records will not delete the related records and will only remove the relationship, so you may wish to also delete any related records to avoid orphaned records.</p>
<h3 id="Deleting_Via_Records_List"><a name="Deleting_Via_Records_List" data-mc-generated-bookmark="TOC"></a>Deleting Via Records List</h3>
<p>Records may be deleted from the lists of records available on the <a href="#Global_Search" class="selected">Global Search page</a> and any <a href="#List_View" class="selected">list view</a>. Records may not be deleted from a list of related records, only their relationship can be deleted from this screen using the Unlink option. To delete a related record rather than simply unlinking it, you must first tap the related record's name to open its detail view, then use the instructions in the <a href="#Deleting_Via_Detail_Edit_View" class="selected">Deleting Via Detail & Edit View</a> section of this documentation to delete it.</p>
<p>Use the following steps to delete records from a list of records on the Global Search page or any list view:</p>
<ol>
<li value="1">Swipe left on any record's row in a list view.</li>
<li value="2">Tap the Delete option and confirm in the dialog that you wish to delete the record.</li>
<li value="3">To close the actions menu without deleting, swipe back to the right. <br /><img src="http://support.sugarcrm.com/files/52dcce8e-bb27-b21e-07fd-55cd0a22ae87.png" alt="Nomad2.7 Delete AM Swipe" /></li>
</ol>
<h3 id="Deleting_Via_Detail_Edit_View"><a name="Deleting_Via_Detail_&_Edit_View" data-mc-generated-bookmark="TOC"></a>Deleting Via Detail & Edit View</h3>
<p>Records may also be deleted when viewing the detail view of any record by accessing the record's edit view.</p>
<p>Use the following steps to delete a record from detail view:</p>
<ol>
<li value="1">Open a record's detail view by tapping its link anywhere in the application.</li>
<li value="2">Tap the right arrow to access the record's edit view. <br /><img src="http://support.sugarcrm.com/files/81f789b2-6736-5981-7c1a-5589ba616d42.png" alt="DetailView to EditView Nomad2.6" style="max-width: 300px;" /></li>
<li value="3">Scroll to the bottom of the edit view and tap "Delete". <br /><img src="http://support.sugarcrm.com/files/5cb2a2f4-aaa0-e2de-3168-55028e5622af.png" alt="" width="290" /></li>
<li value="4">A pop-up message will display asking for confirmation. Tap "Yes" to proceed.</li>
</ol>
<h2 id="Inviting_Call_and_Meeting_Attendees"><a name="Inviting_Call_and_Meeting_Attendees" data-mc-generated-bookmark="TOC"></a>Inviting Call and Meeting Attendees</h2>
<p>Attendees may be added to an existing call and meeting records by <a href="#Relating_Existing_Records_Via_Related_Modules_List" class="selected">relating</a> the desired contact, lead, or user using the call or meeting's subpanels. Attendees may also be added during the call or meeting creation process using the Guests field.</p>
<p>The following steps cover adding contacts as attendees to a call record as an example:</p>
<ol>
<li value="1">Create a new call record and populate the desired fields.</li>
<li value="2">Scroll to the bottom and tap the Guests field. <br /><img src="http://support.sugarcrm.com/files/52d19eac-98ea-ed9c-cb23-55028ba88f33.png" alt="" width="283" /></li>
<li value="3">On the Choose Link Type page, select the module of the individual you would like to add.<br /><img src="http://support.sugarcrm.com/files/79f2fdeb-d14d-8d14-49a2-55028b06a5c4.png" alt="" width="286" /></li>
<li value="4">You can use the <a href="#Filters" class="selected">filter</a> and <a href="#Sorting" class="selected">sort</a> options or tap the magnifying glass icon to <a href="#Search" class="selected">search</a> in order to locate the records you wish to relate to the original record. Select one or more records' checkboxes and tap "Done" to form the link. Tapping "Cancel" will return you to the call creation without adding any attendees.<br /><img src="http://support.sugarcrm.com/files/46253041-b05e-5169-896c-560023d9e732.png" alt="Nomad2.8 LinkExisting Filters" style="max-width: 300px;" /></li>
<li value="5">To remove an unwanted attendee, tap the minus icon next to the individual's name. <br /><img src="http://support.sugarcrm.com/files/b8a9f3e0-4bf3-705b-2aa1-55028b735b67.png" alt="" width="280" /></li>
<li value="6">To have an invitation sent via email to your attendees, check the "Send Invite" box. <br /><img src="http://support.sugarcrm.com/files/4c99ddd6-389e-158e-a39f-55028bcd2a69.png" alt="" width="280" /></li>
<li value="7">Tap "Save" at the top of the screen to finish creating the call. Tap "Cancel" to prevent creating the call.</li>
</ol>
<p>Once the call or meeting has been created, you may <a href="#Removing_Related_Records" class="selected">remove</a> attendees or <a href="#Relating_Existing_Records_Via_Related_Modules_List" class="selected">add</a> additional attendees via the related record subpanels.</p>
<h2 id="Closing_Calls_Meetings_and_Tasks"><a name="Closing_Calls,_Meetings,_and_Tasks" data-mc-generated-bookmark="TOC"></a>Closing Calls, Meetings, and Tasks</h2>
<p>Users can easily close calls, meetings, and tasks without having to directly edit the Status field. They can be closed via the edit view by selecting the Close Task and Save button. They can also be closed via the row's Actions Menu from any place a call, meeting, or task is listed (e.g. the Tasks list view, global search results, etc.).<br /><strong>Note</strong>: Only records in a non-closed status will allow the following closing options.</p>
<p>Use the following steps to close a task from the row's Actions Menu as an example:</p>
<ol>
<li value="1">Navigate to the Tasks record view and locate the desired task.</li>
<li value="2">Swipe left on record's row to expose the Actions Menu.</li>
<li value="3">Tap "Close".<br /><img src="http://support.sugarcrm.com/files/3ec520ac-6318-e3e4-2526-55cdef24bc5b.png" alt="Nomad2.7 CloseTask" style="max-width: 300px;" /></li>
</ol>
<p>Use the following steps to close a task from the edit view as an example:</p>
<ol>
<li value="1">Edit the task you wish to close.</li>
<li value="2">Select the triangle to the right of the Save button.</li>
<li value="3">Select "Close task and save".<br /><img src="http://support.sugarcrm.com/files/8f28d858-09e9-4aa2-81af-558acd61cc38.png" alt="CloseTast Save Nomad2.6" style="max-width: 300px;" /></li>
</ol>
<p>The task will now be set as completed.<br /><img src="http://support.sugarcrm.com/files/1c99b4dc-5fcf-8fa3-5a2e-5589bb5b8c03.png" alt="Task Completed2 Nomad2.6" style="max-width: 300px;" /></p>
<h2 id="Favorite_Designation"><a name="Favorite_Designation" data-mc-generated-bookmark="TOC"></a>Favorite Designation</h2>
<p>Users have the option to mark records as favorites which allows for designating records that are important so that they can easily be found using filters in the module or related record list views. The Favorite icon is available on each record's detail view and actions menu.</p>
<p>To favorite a record via its actions menu, <a href="#Record_Actions" class="selected">open the actions menu</a> and tap the Favorite icon. To remove a record's favorite designation, simply tap the icon again.<br /><img src="http://support.sugarcrm.com/files/61db75cd-5d61-67bd-babe-55d24ef9c53b.png" alt="Nomad2.7 AccountsListView Favorite" style="max-width: 300px;" /></p>
<p>In a record's detail view, tap the star icon to favorite or unfavorite a record. Records which you have marked as favorites will have a white star to the right of their names.<br /><img src="http://support.sugarcrm.com/files/7f3000cb-a5c4-1ab8-c4b1-558866fc5c31.png" alt="DetailView Favorite Nomad2.6" style="max-width: 300px;" /></p>
<h2 id="Calling_Records"><a name="Calling_Records" data-mc-generated-bookmark="TOC"></a>Calling Records</h2>
<p>Records with a populated phone number field may be called directly from within Vodafone CRM Mobile. The call can be initiated from a list of records such as from the Contacts list view or from a recently modified account on the Global Search. A call can also be made from a record's detail view. In either case, you will tap the Call icon which will be visible if one of the record's phone number-type fields has a value.</p>
<p>From a record list, swipe to the left on any record's row and tap the Call icon.<br /><img src="http://support.sugarcrm.com/files/1ba9873c-51e5-1c2c-56c4-55cdef9bb192.png" alt="Nomad2.7 Call ActionsMenu" /></p>
<p>From a record's detail view, tap the Call icon.<br /><img src="http://support.sugarcrm.com/files/429a5ad4-0ce3-8ef8-28fc-5589b72e0e3b.png" alt="Action Call Nomad2.6" style="max-width: 300px;" /></p>
<p>If only one phone number is available, you will be directed to the keypad which will display the number. Tap the Call icon to place the call or press the Back button at the bottom of your phone to return to the previous page without making the call. <br /><img src="http://support.sugarcrm.com/files/73cdfbd4-a8d7-c015-6789-55028b0c47ea.png" alt="" width="259" /></p>
<p>If more than one phone number is available for the record, you will have the option to choose which to call, or you may press the Back button at the bottom of your phone to return to the previous page without making a call. <br /><img src="http://support.sugarcrm.com/files/b1365116-1f20-f160-d850-55028b075c9e.png" alt="" width="259" /></p>
<h2 id="Text_Messaging_Records"><a name="Text_Messaging_Records" data-mc-generated-bookmark="TOC"></a>Text Messaging Records</h2>
<p>Records with a populated phone number field may be text messaged directly from within Vodafone CRM Mobile. The SMS can be initiated from a records detail view. Users can tap the SMS icon which will be visible if one of the record's phone number-type fields has a value.</p>
<p>From a record's detail view, tap the SMS icon.<br /><img src="http://support.sugarcrm.com/files/81d2068c-329a-943d-9107-5589b714f16b.png" alt="Action SMS Nomad2.6" style="max-width: 300px;" /></p>
<p>If only one phone number is available, your phone's text messaging application will appear pre-populated with the number. Type your message and tap the Envelope with the arrow button to send the SMS or press the Back button at the bottom of your phone to return to the previous page without sending a message. <br /><img src="http://support.sugarcrm.com/files/bdcfa5ac-7707-0592-9a18-55028bb77082.png" alt="" width="278" /></p>
<p>If more than one phone number is available for the record, you will have the option to choose which to SMS, or you may press the Back button at the bottom of your phone to return to the previous page without sending a message. <br /><img src="http://support.sugarcrm.com/files/18f906d1-b52e-5da8-1475-55028b1fa4cc.png" alt="" width="253" /></p>
<h2 id="Emailing_Records"><a name="Emailing_Records" data-mc-generated-bookmark="TOC"></a>Emailing Records</h2>
<p>Records with a populated email field may be emailed directly from within Vodafone CRM Mobile. The email can be initiated from a list of records such as from the Contacts list view or from a recently modified account on the Global Search. An email can also be sent from a record's detail view. In either case, you will tap the Email icon which will be visible if the record's email-type fields has a value.</p>
<p><strong>Note</strong>: Only a record's primary email address is available for viewing, editing, and emailing within Vodafone CRM Mobile.</p>
<p>From a record list, swipe the grip icon on any record's row to the left and tap the Email icon.<br /><img src="http://support.sugarcrm.com/files/60ced210-3f0b-08f3-bdea-55028cb9e354.png" alt="" /></p>
<p>From a record's detail view, tap the Email icon.<br /><img src="http://support.sugarcrm.com/files/273aa60b-73fd-e7d8-afdc-5589b745cd97.png" alt="Action Email Nomad2.6" style="max-width: 300px;" /></p>
<p>The Email option window will pop-up allowing you to select the appropriate email application (e.g. Gmail). <br /><img src="http://support.sugarcrm.com/files/11cd615e-08d5-f8b1-7258-558ace02a630.png" alt="Send Email Android Nomad2.6" style="max-width: 300px;" /></p>
<p>Your phone's email application will appear pre-populated with the email address. Type a subject and body, then tap the Right arrow button to send the email or press the Back button at the bottom of your phone to return to the previous page without sending an email.<br /><img src="http://support.sugarcrm.com/files/2d05682a-3d1c-9c00-cc31-55028b3df344.png" alt="" width="280" /></p>
<h2 id="Mapping_Records"><a name="Mapping_Records" data-mc-generated-bookmark="TOC"></a>Mapping Records</h2>
<p>Records with a populated address field may be mapped directly from within Vodafone CRM Mobile. The map can be launched from a record's detail view. Users can tap the Map icon which will be visible if one of the record's address-type fields has a value.</p>
<p>From a record's detail view, tap the Map icon.<br /><img src="http://support.sugarcrm.com/files/6646a359-c98e-3f56-c3ea-5589b7ca369e.png" alt="Action Map Nomad2.6" style="max-width: 300px;" /></p>
<p>An option window will pop-up allowing you to select the appropriate application (e.g. Maps). <br /><img src="http://support.sugarcrm.com/files/9d5dc496-ba8a-79ed-e755-558ace65b596.png" alt="Mapping Records Android Nomad2.6" style="max-width: 300px;" /></p>
<p>Your phone's map application will appear pre-populated with the address. To return to Vodafone CRM Mobile, exit the map application by pressing your home button, then tap the Vodafone CRM application icon.<br /><img src="http://support.sugarcrm.com/files/82f3de0d-70dd-57c7-01ed-55028b145815.png" alt="" width="280" /></p>
<p>If more than one address is available for the record, you will have the option to choose which to map or you may press the Back button at the bottom of your phone to return to the previous page without mapping either address. <br /><img src="http://support.sugarcrm.com/files/364e097d-b9c5-a09a-679a-55028b3152eb.png" alt="" width="262" /></p>
<h2 id="Sharing_Records"><a name="Sharing_Records" data-mc-generated-bookmark="TOC"></a>Sharing Records</h2>
<p>Individual records can be shared with other users in your organization by sharing the record's link directly from its detail view. You can share a link via email, SMS, or your device's other sharing applications. Tap the vertical ellipsis in the top right corner of the record's detail view to open the <a href="#More_Actions_Menu" class="selected">More Actions menu</a> and select "Share". <br /><img src="http://support.sugarcrm.com/files/a9e8a57a-2634-9764-9f9d-55d202102ec9.png" alt="Nomad2.7 Share Record" style="width: 300px;" /></p>
<p>Users with whom you share a record can click the link to open the record in Vodafone CRM. Please note that the user must be logged into Vodafone CRM in order to access the record. </p>
<h2 id="Viewing_Read-Only_Records"><a name="Viewing_Read-Only_Records" data-mc-generated-bookmark="TOC"></a>Viewing Read-Only Records</h2>
<p>Vodafone CRM Mobile does not allow editing of employee or report records from within the application. In place of the Edit action for these records, you will see a View action instead. Tapping the View icon will display the record's fields as configured for edit view by your administrator, but the fields will not be editable. <br /><img src="http://support.sugarcrm.com/files/8f7fa23d-6f8c-e9da-b2dd-55cdefa0344c.png" alt="Nomad2.7 ViewOnly" /></p>
<h2 id="Viewing_Record_Files"><a name="Viewing_Record_Files" data-mc-generated-bookmark="TOC"></a>Viewing Record Files</h2>
<p>When a record has a populated image field or another attachment field, the File icon will be available on its record actions menu. Tap the File icon to start downloading the file (e.g. image, PDF, etc.) then pull down the top notification bar to open the file once download is complete. Please note that images uploaded via Image-type fields is viewable within the application and does not have to be downloaded. The supported file types are subject to each Android's capabilities including but not limited to the following: .jpg, .tiff, .gif, .doc, .docx, .htm, .html, .key, .numbers, .pages, .pdf, .ppt, .pptx, .txt, .rtf, .vcf, .xls, and .xlsx. Additional file types may be supported when the device has a 3rd party application installed which supports additional types, making the file type available for use through the Android platform.<br /><strong>Note</strong>: If the file is over 1 megabyte then Vodafone CRM Mobile will open the file externally. <br /><img src="http://support.sugarcrm.com/files/bd0463ed-e4a9-8a1b-dc69-55028b28247c.png" alt="" /></p>
<p><strong>Note</strong>: The File icon may not be available from a record list when the maximum number of actions is exceeded for that record. In this situation, tap the record's name to open it in detail view where all of the valid actions will be available.</p>
<h3 id="Uploading_Files"><a name="Uploading_Files" data-mc-generated-bookmark="TOC"></a>Uploading Files</h3>
<p>Users can upload arbitrary files (e.g. image, PDF, video, etc.) into notes and custom file records. Once uploaded, other users can download or view the attachment through the mobile app and main application.</p>
<ol>
<li value="1">In Vodafone CRM Mobile, go to the Notes or custom module.</li>
<li value="2">Edit an existing record, or create a new record, and tap the Attachment field.<br /><img src="http://support.sugarcrm.com/files/7155a11c-8bbe-8b2f-a44e-55028effcf29.png" alt="" width="296" /></li>
<li value="3">Scroll through the available list of applications and select the one that applies. <br /><img src="http://support.sugarcrm.com/files/d14a40c3-b313-8fcc-2ca3-55028e390cc2.png" alt="" width="286" /></li>
<li value="4">Tap on the desired file from within the selected application. The file name should now be populated in the Attachment field.</li>
<li value="5">Save the record.</li>
</ol>
<p>Users can now <a href="#Viewing_Record_Files" class="selected">View Record Files</a> from the list view or detail view.</p>
<h2 id="Visiting_Record_Websites"><a name="Visiting_Record_Websites" data-mc-generated-bookmark="TOC"></a>Visiting Record Websites</h2>
<p>When a record has a populated website field, the Web icon will be available on its record actions menu. Tap the Web icon to open the record's website in your phone's browser. To return to Vodafone CRM Mobile, exit the browser by pressing your home button, then tap the Vodafone CRM application icon. <br /><img src="http://support.sugarcrm.com/files/9cba7870-8991-1318-ce3a-5589b7131b06.png" alt="Action Web Nomad2.6" style="max-width: 300px;" /></p><strong>Note</strong>: The Web icon may not be available from a record list when the maximum number of actions is exceeded for that record. In this situation, tap the record's name to open it in detail view where all of the valid actions will be available.
<h2 id="Refreshing_Pages"><a name="Refreshing_Pages" data-mc-generated-bookmark="TOC"></a>Refreshing Pages</h2><p>During the course of using Vodafone CRM Mobile, you may wish to refresh your home page, a list view, or a list of related records in order to see any updates made since you initially loaded the page. To do this, simply drag the page down and release which will refresh the current list of records. <br /><img src="http://support.sugarcrm.com/files/23d0f181-4a97-f56b-5289-560c502947ce.png" alt="Nomad2.8 RefreshingPages" style="max-width: 300px;" /></p></div>
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