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Is it possible to add activities against a customer on the mobile app? it is greyed out at the moment

  • Feb 14, 2025 11:10 AM UTC
  • 2 replies
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The customers are greyed out on the mobile app. staff want to add activities against the customer. at the moment we can only do this against the contact or lead

Best answer by Dipak Nilkanth

Hi ​@GavinWorsley,

You can use Business accounts screen for the same in CRM module.
Business account contains customers as well.
 


 

 

 


Hope, it helps!

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2 replies

Dipak Nilkanth
Pro III
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Hi ​@GavinWorsley,

You can use Business accounts screen for the same in CRM module.
Business account contains customers as well.
 


 

 

 


Hope, it helps!

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  • Author
  • Freshman I
  • Feb 14, 2025 8:38 PM UTC

very very helpful. thank you so much!

 

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