When using CRM through mobile, the user would like the option to create a communication with a person / company linked to it.
This is possible by doing the following:
1. Navigate to Administration -> Customisation -> Communication
2. Select “iPhone” from the “devices” dropdown
Note: as Android and Tablet are based off the iPhone theme, this will apply to those themes too
3. Click the “Custom Communication Detail Box” screen
4. Add “cmli_comm_personid” to the screen
5. Click “Save” and then perform a metadata refresh.
To add a company option to this screen, follow the same steps as above but just Add “cmli_comm_personid” field to the “Custom Communication Detail Box” screen.