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Site Inspection/Visit

This feature is useful for the Industries that includes site work such as construction, mechanical, where users may take pictures highlighting specific areas and notes.

site-inspection-visit

*This feature allows users to set up the photo/document type against the visit/project based modules.

Photo/Document fields configuration are accessible using the following path :

field-configuration-1

 

 

 

Go To Other Settings > CTMobile Settings > CRMTiger Mobile Apps – Fields Configuration > Signature/Picture/Document Fields Configuration

  • Select the module such as project,site,organization or opportunity for which admin users are required to set up picture/document type.
  • Select module field.
  • Select picture/document field type and save.
Updated on October 1, 2021

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