Show Opportunity Custom fields in Mobile App
M
My CRM Support Team
Currently, the mobile app does not show Opportunity Custom fields, it would be best to show this on the mobile app as well.
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P
Patric Foley
In the opportunties tab, there is now attached contact details available on the mobile app to find contact for that opportunity.
You have to manually search for that contact on app. When you choose personal contact details to be included in lists of opportunities, it does not include the contact details in the opportunity when you open the opportuntiy card, see second image, contact details selected but not showing on mobile app in opportunities.
As a result, when staff are out in the field on job, they have little details on who the customer is and how to contact them.
Contact details of opporunity need to be connected and available in opportunity tabs
B
Bowen Call
Upvoting this! On mobile, we can only sort by “Date added” or “Deal value,” and we can’t see custom fields on the cards. It would really help to show and customize key info like Start Date, Project Phase, or Business Name to make mobile usage actually useful for tracking deals.