Mobile Access

With Mobile Access enabled, users can access and interact with the Platform from a mobile device, using an iPhone, iPad, Android, or tablet device to:

• Search for records
• Add and edit records
• Complete tasks associated with the record

The Mobile Access option is enabled by your Service Provider. The default single sign-on setting on on-premises installation is On. The default single sign-on setting on the cloud is On. (Contact Support to make changes.)

Users that have the Mobile Access permission can access the platform from a mobile device.

Using Mobile Access

To use the mobile interface, visit this URL in your browser or mobile device:

https://{yourDomain}/m

After logging in, the default application begins running. It displays a list of objects, where each option is equivalent to a tab in the browser GUI:

If multiple applications exist, a Home button appears in the title bar:

• Click it to select a different application.
• It is also possible to log out from the Home screen.

When you select an application, the object list for that application (re)appears:

From there, you can search for records:

1. The default search includes All objects.
   To limit the search, click the down arrow and select the object to examine.
2. Enter a term in the search box. Press Enter to search.
   A list appears showing the number of records in each object.
3. Click the object name to view the search results.

To view records:

1. Click on an item in the list of objects.
   A list of records appears, using the default view.

   

2. To select a different view, click the button showing multiple bars at the end of the title bar:
3. To add a record, click the "plus" button in the title bar:
4. Click a record to visit it.

When you click a record, the record form appears. Here is the form for a case record (a claim) in the Claims application:

To work with a record:

1. Click on a field to change its contents.
2. Click on the icons to perform other operations:
   • - Send a message or add a private note.
   • - Display record history.
   • - Restore the list of fields.
   • - Display the sidebar.
     From there, you can complete tasks associated with the record and create new tasks.