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
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Is it possible to add activities against a customer on the mobile app? it is greyed out at the moment
Best answer by Nilkanth Dipak
Hi
You can use Business accounts screen for the same in CRM module.
Business account contains customers as well.
Hope, it helps!
+10Hi
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
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