Setting Up Mobile App Features

An administrator can access all settings in mobile administration to change default mobile configurations. Mashups and widgets can be embedded, as well as configuring the view of how data such as leads, opportunities, quotes and appointments are listed and shown on the screen.

Administrators can configure headers and list fields to control what data is seen on the screen when viewing sales transaction details and when viewing data in a list view.

The mobile administrators can adapt the following user experiences using path User Menu > Settings  > All Settings, then search for "Mobile":

• Mashups/Widgets/Navigation
• Home Page
• Opportunity
• Appointment
• Lead
• Account
• Contact
• Sales Quote
• Visit
• Case
• Task
• Registered Products
• Individual customers

As an administrator you can optimize the visit management experience for sales representatives who primarily work on mobile devices.

1. You can configure fields for Visit under:
   • Header: You can configure fields that you want to see in the expanded header details of the Visit.
   • List: You can fields that you want to see on cards in the list view the Visit. You can also manage Quick Filters for Visits page.
   • Create: You can configure the fields that you want to see while creating a Visit on your mobile.
   • Visit KPI: As an administrator you can use the switches to show or hide the KPI Fields Before Visit and KPI Fields After Visit in mobile app.
2. For each tab you can configure different fields to display.
3. You can use drag and drop functionality to set the order of fields.
4. Add new fields from the list of available fields.
5. Remove fields from the display.

As an administrator you can configure the view cases so that service team members can follow up on any related customer issues related to opportunities.

1. You can configure fields for Case under:
   • Header: You can configure fields that you want to see in the expanded header details of the Case.
   • List: You can fields that you want to see on cards in the list view of the Case. You can also manage Quick Filters for Cases page.
   • Tabs: You can show, hide, or re-arrange the tabs that the mobile users see in the detailed view of a Case.
2. For each tab you can configure different fields to display.
3. You can use drag and drop functionality to set the order of fields.
4. Add new fields from the list of available fields.
5. Remove fields from the display.

1. You can configure fields for Task under:
   • Header: You can configure fields that you want to see in the expanded header details of the Task.
   • List: You can fields that you want to see on cards in the list view of the Task. You can also manage Quick Filters for Tasks page.
   • Create: You can configure the fields that you want to see while creating a Task on your mobile.
   • Tabs:Tabs: You can show, hide, or re-arrange the tabs that the mobile users see in the detailed view of a Task.
2. For each tab you can configure different fields to display.
3. You can use drag and drop functionality to set the order of fields.
4. Add new fields from the list of available fields.
5. Remove fields from the display.

1. You can configure fields for Registered Product under:
   • Header: You can configure fields that you want to see in the expanded header details of the Registered Product.
   • List: You can fields that you want to see on cards in the list view of the Registered Product. You can also manage Quick Filters for Registered Products page.
   • Create: You can configure the fields that you want to see while creating a Registered Product on your mobile.
   • Tabs: You can show, hide, or re-arrange the tabs that the mobile users see in the detailed view of a Registered Product.
2. For each tab you can configure different fields to display.
3. You can use drag and drop functionality to set the order of fields.
4. Add new fields from the list of available fields.
5. Remove fields from the display.

1. You can configure fields for Individual Customer under:
   • Header: You can configure fields that you want to see in the expanded header details of the Individual Customer.
   • List: You can fields that you want to see on cards in the list view of the Individual Customer. You can also manage Quick Filters for Individual Customers page.
   • Create: You can configure the fields that you want to see while creating an Individual Customer on your mobile.
   • Tabs: You can show, hide, or re-arrange the tabs that the mobile users see in the detailed view of an Individual Customer.
2. For each tab you can configure different fields to display.
3. You can use drag and drop functionality to set the order of fields.
4. Add new fields from the list of available fields.
5. Remove fields from the display.

Manage the business entities that you want to see on the tab bar in the mobile application, for navigating across the application.

The mobile app Home Page can be configured to display the details most important to the sales teams.

The order and visibility of different sections on Home Page layout can be adjusted by an administrator, so sales employees can view the most important data in the screen area of the mobile device provided.

As an administrator, you can configure what needs to be displayed for the Opportunity in mobile app.

1. You can configure fields for Opportunity under:
   • Header: You can configure fields that you want to see in the expanded header details of the Opportunity.
   • List: You can configure fields that you want to see on cards in the list view of the Opportunity. You can also manage Quick Filters for Guided Selling page.
   • Create: As an administrator, you can configure what fields should be displayed in the Create Opportunity page on your mobile.
   • Product Fields: As an administrator, you can define the fields that you want to see in the product add/edit form of an Opportunity. 
   • Product Fields: You can show, hide, or re-arrange the tabs that the mobile users see in the detailed view of an Opportunity.
2. For each tab you can configure different fields to display.
3. You can use drag and drop functionality to set the order of fields.
4. Add new fields from the list of available fields.
5. Remove fields from the display.

Watch the video below to get familiar with the configuration for mobile app in SAP Sales Cloud Version 2.

1. You can configure fields for Appointment under:
   • Header: You can configure fields that you want to see in the expanded header details of the Appointment.
   • List: You can fields that you want to see on cards in the list view of the Appointment. You can also manage Quick Filters for Appointments page.
   • Create: You can configure the fields that you want to see while creating an Appointment on your mobile.
   • Tabs: You can show, hide, or re-arrange the tabs that the mobile users see in the detailed view of an Appointment.
2. For each tab you can configure different fields to display.
3. You can use drag and drop functionality to set the order of fields.
4. Add new fields from the list of available fields.
5. Remove fields from the display.

1. You can configure fields for Lead under:
   • Header: You can configure fields that you want to see in the expanded header details of the Lead.
   • List: You can fields that you want to see on cards in the list view of the Lead. You can also manage Quick Filters for Leads page.
   • Create: You can configure the fields that you want to see while creating a Lead on your mobile.
   • Product Fields: As an administrator, you can define the fields that you want to see in the product add/edit form of a Lead.
   • Tabs: You can show, hide, or re-arrange the tabs that the mobile users see in the detailed view of a Lead.
2. For each tab you can configure different fields to display.
3. You can use drag and drop functionality to set the order of fields.
4. Add new fields from the list of available fields.
5. Remove fields from the display.

1. You can configure fields for Account under:
   • Header: You can configure fields that you want to see in the expanded header details of the Account.
   • List: You can fields that you want to see on cards in the list view of the Account. You can also manage Quick Filters for Accounts page.
   • Create: You can configure the fields that you want to see while creating an Account on your mobile.
   • Tabs: You can show, hide, or re-arrange the tabs that the mobile users see in the detailed view of an Account.
2. For each tab you can configure different fields to display.
3. You can use drag and drop functionality to set the order of fields.
4. Add a new fields from the list of available fields.
5. Remove fields from the display.

1. You can configure fields for Contact under:
   • Header: You can configure fields that you want to see in the expanded header details of the Contact.
   • List: You can fields that you want to see on cards in the list view of the Contact. You can also manage Quick Filters for Contacts page.
   • Create: You can configure the fields that you want to see while creating a Contact on your mobile.
   • Tabs: You can show, hide, or re-arrange the tabs that the mobile users see in the detailed view of a Contact.
2. For each tab you can configure different fields to display.
3. You can use drag and drop functionality to set the order of fields.
4. Add new fields from the list of available fields.
5. Remove fields from the display.

Mobile screen configuration focuses on adapting the quote functionality for mobile devices. By customizing the mobile screens, businesses can optimize the quote management experience for sales representatives who primarily work on mobile devices.

1. You can configure fields for Quote under:
   • Header: You can configure fields that you want to see in the expanded header details of the Quote.
   • List: You can fields that you want to see on cards in the list view of the Quote. You can also manage Quick Filters for Quotes page..
   • Product Fields: As an administrator, you can define the fields that you want to see in the product add/edit form of a Quote.
2. For each tab you can configure different fields to display.
3. You can use drag and drop functionality to set the order of fields.
4. Add new fields from the list of available fields.
5. Remove fields from the display.