Adding attachments to the customer form in Comarch Mobile

Comarch Mobile application allows the user to add different types of attachments to the customer form. Currently, file types that are allowed to be transferred between the mobile application and the ERP system are:

  • Images – a photo may be taken in the application or added as an image attachment from the device memory. Supported extensions are: .jpg, .png, .bmp, .gif, .raw.
  • Recordings – a voice note may be recorded in the application or added as an audio attachment from the device memory. Supported extensions are: .amr, .m4a, .mp3.
  • Files – the user may add a text file or a pdf file. Supported extensions are: .pdf, .txt, .doc, .docx, .jpg, .png, .bmp, .gif, .raw, .amr, .m4a, .mp3.
  • Notes – the user may add a text note

The maximum size of an attachment to be added is 3 MB.

Adding attachments

An attachment may be added to the customer form in the preview of customer details by selecting:

  • [Add Attachment] button in the context menu

  • The plus button in the Attachments section
Adding attachment in Attachments section

After the user selects one of the two buttons, the application displays the Attachment screen.

Attachment screen

The screen contains the following options:

1. Attachment type button allowing the user to select one of the four types:

  • Image
  • Recording
  • File
  • Note

2. Name – it allows entering an attachment’s name

3. Description – it allows entering an attachment’s description

4. Upload to the Headquarters – it allows determining whether an attachment is to be uploaded to the ERP system upon synchronization

5. Buttons:

  • [Save] – it saves an attachment and adds it to the attachment list
  • [Cancel] – it quits adding an attachment; such an attachment will not be added

Image

Adding attachment – Image

The user can take a picture after selecting the  icon. Once it is selected, the default photo-taking application is launched. After a photo is taken, the user can either accept or reject it:

Adding attachment – Taking picture

After a photo is accepted, the Name field is automatically filled in for it. Above a photo’s name, the application displays its size.

Attachment screen view after adding image

Recording

Adding attachment – Recording

The user can create a voice note by selecting the  icon. Once it is selected, an external recorder application is launched.

Registering recording/voice note

File

Adding attachment – Other file

The user may upload a file by selecting the  icon. Once it is selected, the default file selection application is launched.

Adding file from mobile device memory

Note

Adding attachment – Note

The user may add a note by entering its name and providing its content in the Description field.

Displaying attachments

Attachment preview

Attachments may be previewed in the Attachments section on the customer form after selecting the context menu of a given attachment or tapping its name. The [Edit] and [Delete] options are only available in the case of attachments that have not been synchronized with the ERP system or which do not have the Upload to the Headquarters parameter selected.

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