Mobile Settings are where you can personalise your organisation’s view of data when viewing it in the search grid on a mobile device. This is useful for organisations that have teams mainly accessing and entering data via their mobile device. This will allow them to view relevant data without even opening a profile.
ℹ️ Hint: On your mobile device we recommend using Chrome.
The below example has the Stakeholder’s First name, Last name, Home Number, Mobile, Email, and Suburb customised to appear.
Please contact your Account manager or Customer Success at email@example.com to have these settings customised, or for more information.
Note: Due to space restrictions, only the first 6 selected fields per Entity will appear in the mobile search grid. If no fields are selected, the system will default to showing the first 6.