Question:
How to add Home Screen components to CRM for iPad and Windows?
Answer:
To add components to the Home Page, add the relevant marker fields to the page layout of the VMobile Home Page Layout object:
- zvod_alerts_vod – My Alerts
- zvod_cycle_plan_vod – My Plan
- zvod_tasks_vod – My Tasks
- zvod_terr_changes_vod – Territory Adds & Drops
- zvod_sync_stats_vod – Sync Statistics
- zvod_mc_activity - Multichannel Activities
It is possible to configure unique home pages by platform for users on a single profile. The VMobile Home Page Layout object contains record types that correspond to the supported platforms (for example, iPad_vod, WindowsModern_vod).
Be sure that the VMobile Home Page Layout object has an active VMobile Object Configuration (VMOC) which is set as Metadata Only and it has the Device_vod field set to the target platform.
NOTE: Additional active VMOC's are required for the following components: Alerts, My Plan, My Tasks, Multichannel Alerts. See the related documentation for the corresponding objects.
Related Documentation:
CRM Help Documentation: Mobile Device Setup - Home Page
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