‘Disable the option to quick create new records and activities in the Mobile application’- a feature overview

As we all know Sales Hub mobile app gives us a better look and feel and makes our life easy to access CRM data on mobile. Microsoft is upgrading the Sales Hub app for Mobile and recently introduced the “Disable the option to quick create new records and activities in the Mobile application” feature in the latest upgrade.

Let’s see how we can enable this feature and how it works in the Sales Hub mobile app.

To enable the “Disable the option to quick create new records and activities in the Mobile application” feature, you first need to enable the “Create new records and activities using Unified forms instead of quick view form” toggle.

When the “Create new records and activities using Unified forms instead of quick view form” feature is disabled then while creating the new record quick view form is shown but when this feature is enabled then the Unified form is shown as seen below.

A quick view form is a simple view that doesn’t include all the fields of the entity and on the other hand Unified form includes all the fields which are in the entity form.

Now we will see what happens when a user enables the “Disable the option to quick create new records and activities in the Mobile application” feature.

Before enabling the “Disable the option to quick create new records and activities in the Mobile application” feature, users will be able to create new records and activities from the home page by simply clicking the “+” icon as shown in the below screenshot.

Once the “Disable the option to quick create new records and activities in the Mobile application” feature is enabled the Quick Create option from the Home Page will be hidden and the user can’t create the records and activities from there.

The usage of the features depends on the organization’s business and how it wants to use both of the features. There would be a case where the manager would restrict users from creating new records and activities from the Home Page. The actions would be taken accordingly.

Conclusion

This, was the feature overview of the new feature which can be enabled according to user requirements.