by NS-Team

QuickCRM Mobile gives you access to SuiteCRM on your mobile, your tablet (iPhone, iPad, Android) or your laptop with QuickCRM native apps available on App Store, Google Play and Windows Store.

Cancel at any time!
Free Trial

#820 - New case created from phone app

Open Bug? created by dennis.lebar 4 years ago

When creating a new case from the phone app I cannot find a way to attach a contact to a case. The only way I was able top complete this is to create the case in the phone and then when getting to a web browser I was able to attach a contact to the case. I am not sure about the other functions at the moment. Can you tell me how I can complete this ?

Thank You.

  1. bluquet member avatar

    NS-Team Provider Affiliate

    4 years ago

    Hi,

    Go to the admin page. In Views configuration (our equivalent of Studio), go to Cases / Subpanels and add the Contacts sub panel. Then you will be able to select contacts from that subpanel.

    • dennis.lebar member avatar

      dennis.lebar

      4 years ago

      I have tried that but when I click on the contacts it highlights blue but does not show anything. I added tasks there and when I click on that it opens the task window no problem. Thank You !

    • bluquet member avatar

      NS-Team Provider Affiliate

      4 years ago

      Hi,

      On my phone, I have tried to select a contact in the Contacts subpanel of a Case, but my phone has version 6.1 of the app (major version of the app to be released next week). I will try tomorrow with current public version (6.0.3) and I will get back to you. Now, if you have an Android device, I could send you a link to install version 6.1 before it is published on Google Play.

    • dennis.lebar member avatar

      dennis.lebar

      4 years ago

      Yes that would be perfect !!

      Thank You !

  2. bluquet member avatar

    NS-Team Provider Affiliate

    4 years ago

    I will send you a download link by email in a few minutes.

    FYI, here is what you will have in version 6.1: • 3 color themes are now available (Light, Green and Dark) in Options - General • Display totals in subpanels (for example sum of opportunities amount on an account) • Create an opportunity when converting a Lead • QuickCRM Favorites are synced with SuiteCRM Favorites • Bug fixes

    Totals in subpanels and sync with QuickCRM Favorites won't be available in 6.1 until you install next version of our server module (planned for next week too).

  3. bluquet member avatar

    NS-Team Provider Affiliate

    4 years ago

    Hi again,

    I just sent you an email with the new Android apk. I can also confirm that it is working with 6.1 but not with 6.0.3.

    Thank you for your feedback.

    • dennis.lebar member avatar

      dennis.lebar

      4 years ago

      I received the email, installing now, I will email you back.

      Thank You !

    • dennis.lebar member avatar

      dennis.lebar

      4 years ago

      I am having trouble getting the APK to install, it opens the file as a if it was a zip file and not an app. I also changed to allow from unknown sources. I have a Pixel 2 XL, would you have any suggestions for me ?

    • bluquet member avatar

      NS-Team Provider Affiliate

      4 years ago

      Sure you need to allow unknown sources. After that, I can't really help. Did you download the app then try to install it from File manager?

    • dennis.lebar member avatar

      dennis.lebar

      4 years ago

      Worked Awesome !!!! Thank You !!!

      I had to download the new app from Google "Files Go" from the play store to install the APK. https://play.google.com/store/apps/details?id=com.google.android.apps.nbu.files

    • bluquet member avatar

      NS-Team Provider Affiliate

      4 years ago

      Thanks. I had never heard of that. Feel free to get in touch with us at support@quickcrm.fr if you have issues about with that new version.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
  • "Excellent plugin. By far the best SuiteCRM app I've tried" - chrisely

    Read More Reviews