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Electronics Signature

This feature helps users with Delivery / services based requirements, where customer approval is required upon delivery or service completed by a team member.

digital-signature

How to set this feature from CRMTiger Mobile Apps Admin Settings ?

This feature allows users to set up the signature field type against sales/service based modules.

Signature fields configuration are accessible using the following path from admin :

signature-configuration

  • Go To Other Settings > CTMobile Settings > CRMTiger Mobile Apps – Fields Configuration > Signature/Picture/Document Fields Configuration
  • Select the module such as product,leads,opportunity for which admin users are required to set up signature type.
  • Select module Signature field.
  • Select signature field type and save.
Updated on October 1, 2021

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