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

  • February 14, 2025
  • 2 replies
  • 60 views
G
Freshman I
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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 DipakNilkanth

Hi ​@GavinWorsley,

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


 

 

 


Hope, it helps!

GGWy

    2 replies

    DipakNilkanth
    Pro III
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    • DipakNilkanth
    • Pro III
    • Answer
    • February 14, 2025

    Hi ​@GavinWorsley,

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


     

     

     


    Hope, it helps!

    Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
    Chris Hackett
    G
    G
    Freshman I
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    • GavinWorsley
    • Author
    • Freshman I
    • February 14, 2025

    very very helpful. thank you so much!

     

    GGWy
    Chris Hackett
    DipakNilkanth
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