Highlights
- Edit orders in Place Order. Open an existing order to change its products and quantities, with bonus and free lines kept.
- Attach files to records. Tap Attach File on a record to add a photo from the camera or gallery, or a document.
- Send your data file any way you like. Share the support data file through Mail or any other app on your device.
- Repair offline storage. If the data on your device can’t be read, the app offers to repair it and download your data again.
- Zoom in on images. Pinch, pan, or double-tap to zoom in on photos and Chatter images.
- Editing an order opens it in Place Order, with its products, quantities, and bonus and free lines. Saving updates only the lines you changed.
- If items on an order no longer have an active product or price, Some Items Are No Longer Available lists them before you save. If the order’s pricebook isn’t on your device, Pricebook Not Found tells you.
- The list view loads products as you scroll, and each product has quantity buttons. Number fields sort in numeric order.
- The pricebook is always shown at the top. Place Order opens in list view unless your admin sets grid view as the default.
- Order dates and PO dates use your local date, and order details show the account name.
- Short visits, such as 30-minute visits, use a compact card so the account name stays readable.
- When you drag a visit to a day in month view, it starts at your default visit start time.
- Set your default visit start time with the new picker. Tap Confirm Start Time to save it.
- Picklists show only the values available for the record’s record type.
- Currency values show in the record’s own currency.
- Account cards show the account’s grade.
- Tapping Cancel when you choose a record type also closes the new record page.
- Attach File on a record page offers Camera, Gallery, and Document. Your admin chooses which records allow attachments.
- Photos already on your device aren’t downloaded again after you take a photo or capture a signature.
- The Sync page shows the exact date and time images were last synced.
- In the sync error list, tap Show Details for more information, or retry a single item.
- Tapping Reset Sync more than once starts only one reset.
- When offline storage needs repair, choose Repair & Re-download or Not Now.
- Generate & Email Data File to Support shows progress while the file is created, works with large amounts of data, and opens the share sheet. Pick Mail to send the file to support@fieldko.com, or choose another app.
- Your admin can choose whether Core Ranging opens in grid or list view.
- Jumping to a product in the grid or list view works reliably.
- Dashboard numbers use the display units and decimal places set in Salesforce. Dashboard tables align numbers, and enlarged tables scroll sideways.
- Chatter mentions show names, and you can tap a feed image to view it full screen.
- In the image viewer, tap the image to hide or show the controls.
- The side menu opens and closes smoothly.