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Vineeth Abraham

Workflow Approvals via Mobile

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We have a requirement to create a Workflow approval though mobile. Default Sage CRM mobile app/software does not have any functionality of workflows in the mobile. Can any one advice if approval of Opportunity or Custom Entity can be done via mobile app, or via email if possible.

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    Have you check out the Apps & Extras/Marketplace? I think there used to be an Add-On created by Lexnet called CRM-411 which allowed progress of workflow through emails.

    If the users are working with iPads then the opportunity could be to use full screen behaviour rather than the tablet interface.

*Community Hub is the new name for Sage City