Skip to main content

We are deploying CRM Companion 10 to our sales reps and they would really like (i.e. want) the mobile “Business Activities” screen to display activities in reverse chronological order.  They hate scrolling.  The default mobile app behavior is to show ALL ACTIVITIES from oldest to newest so they first see activities from 2018 and have to scroll endlessly to see their activities from this month or last month.

 

Can the default sort be configured for mobile?  Of course, they also want some more filters like “Last Month” and “This Month” so they can quickly get to the info that they want to see easily without any thinking or effort...shamefully lazy users, lol!

Much thanks,

 

Tom Bowe

hi Tom,

You cannot configure this as far as i know, but:

You have “Go to Next” option

If you click Upcoming activities it will filter out those that are set to Complete (i think).  so if they are seeing a lot from 2018 it sounds like they should set a load of old activities to completed 

@tombowe77 thanks for raising this issue in the community.

Yes. That issue is there in the CRM Companion 10, version: 1.0.3 as well.

I suppose it would be better if you can raise a support ticket on this.

So the issue can be raised to RnD and so that they can investigate for a possible fix.

Terms & ConditionsCookie settings