Attach files to business activities in CRM Companion | IFS Community
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Attach files to business activities in CRM Companion

  • 1 November 2021
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We have downloaded the CRM Companion  to iOS 14 devices and configured the touchapp.

How to attach word documents to business activities from the CRM app in the mobile devices?

 

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Best answer by Manoj Ruwanhewa 1 November 2021, 21:32

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Hi @AslamGhouse,

 For IFS10 version you can try below steps.

 

Enable documents for the “BusinessActivies” from object connections screen

 

THen go to below window and check the Mobile document class,Push to mobile,New in mobile check boxes.

 

 

Restart the device.Now the CRM companion and IFS application should be synchronized.

 

 

However when it comes to iOS devices,as per my understanding, due to security restrictions in iOS, only images can be added as documents.

Therefore this configuration will not work for word doc attachments from iOS

Please try out with an jpeg image.

Regards

Manoj

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@Manoj Ruwanhewa , I will do it and inform you.

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