Ideas for Acumatica

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Include Source document context for TASKS on Mobile app

Currently the TASK function in the mobile app does not provide any context for the task.  For Example, if the task is associated with an opportunity,  the user does not have access to the Opportunity information from the task for, and can not navigate back to the opportunity from the task.

 

Our typical use case for Tasks on the mobile app, is to have a user assigned tasks from within an opportunity for follow up.   If the user (Sales rep) is on the road, the tasks do not allow the user to access phone number, address, etc.

 

Adding the source document contact information on the TASK would make task management on the mobile app much more useful

  • Bryan Mullen
  • Oct 15 2019
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