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Act Premium Mobile - file attachments

Copper Contributor
Posts: 70
Country: United_Kingdom

Re: Act Premium Mobile - file attachments

I am going to download the Documents app onto my iPhone to test. Is it just called 'Documents' ? Do you know the vendor?

Glenn Lye
glye@crmdata.co.uk
07827 643672
Solution
Accepted by topic author crmdata
‎06-21-2016 02:28 AM
Administrator
Posts: 4,041
Country: United_Kingdom

Re: Act Premium Mobile - file attachments

Documents by Readdle - I've found it to be very flexible.

 

Copper Contributor
Posts: 70
Country: United_Kingdom

Re: Act Premium Mobile - file attachments

Gary - thank you so much for your help - I believe this has done the trick.

Glenn Lye
glye@crmdata.co.uk
07827 643672
Administrator
Posts: 4,041
Country: United_Kingdom

Re: Act Premium Mobile - file attachments

You're welcome!
Silver Contributor
Posts: 1,818
Country: United_Kingdom

Re: Act Premium Mobile - file attachments

Is there anyway of viewing or retrieving documents from the documents tab using ACT mobile?

Administrator
Posts: 4,041
Country: United_Kingdom

Re: Act Premium Mobile - file attachments

Hi ch1p,

The documents tab and it's contents is currently not accessible via Act Premium Mobile. You can however open attachments on history records, and upload them using the Attach Photo option.
Silver Contributor
Posts: 1,818
Country: United_Kingdom

Re: Act Premium Mobile - file attachments

Thanks Gary

 

This is what I thought but wanted to double check. Client has 10 years worth of attachments in the documents area they wanted to access via the mobile version. Do you know of any tool that copies the link from Docs tab to history tab? 

Highlighted
Administrator
Posts: 4,041
Country: United_Kingdom

Re: Act Premium Mobile - file attachments

I am not aware of any such tool.
They could potentially use the desktop web interface on their mobile devices to access the Documents tab.