Mobile View Settings

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.

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 customersuccess@consultationmanager.com to have these settings customised or for more information.