Case with Mobile

💡 You need to setup Acumatica with mobile first, check HERE

💡 Currently you can only use mobile to UPDATE or add attachment, the team is still working on how to CREATE a case through mobile

Go to "CRM" - "Cases"

Search your case by subject

Go to Activities and click "..."

to Create Note

Enter "Summary" as subject

then Click "Activity Details"

to encode your full details

Note1 -

You might enter in "view mode"

click "Edit" to enable editing

Note 3 -

Click "<" to go back previous page when you finish editing

Click "Activity" to attach photo or screenshot

You will see "Activity Details" and "Attachment" are successully updated

Click "Save"

Then you will see your "note" activity being added :)

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