{Quick Tip} Manage your Entity Forms when your CRM is exposed to Web and Mobile App

Spoiler alert! Unlike other blogs, I am not going to update you about any new feature. Rather I am going to share my project experience in handling multiple forms designed for your Web and Mobile layouts.

You have exposed you CRM recently to Mobile Apps. When you expose your CRM to Mobile Application development, in most of the scenarios you would end up designing separate forms. Let’s take the example of Account entity. Say you have designed two forms

• Account Web Form – This form is displayed to users while accessing CRM to Web
• Account Mobile Form – Form displayed to users while browsing CRM on Mobile

And you have your users who will just access CRM through desktop and then some users accessing CRM through both Desktop and mobile.

First of all, as I have been across client locations, I find that some consultants still assume that to expose…