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Attach files to business activities in CRM Companion

  • November 1, 2021
  • 2 replies
  • 155 views

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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?

 

Best answer by Manoj Ruwanhewa

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

This topic has been closed for replies.

2 replies

Manoj Ruwanhewa
Superhero (Partner)
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  • Superhero (Partner)
  • 153 replies
  • Answer
  • November 1, 2021

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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  • Author
  • Do Gooder
  • 1 reply
  • November 1, 2021

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