Mobile Users

To set up Greentree Desktop mobile users, select Mobile Users in the Mobile Setup Wizard. Or, access the Mobile Users form under the System > Mobility menu.

Mobile user preferences are on the Mobility tab on the User Preferences form.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Mobile user

Select this option to indicate the user is a mobile user.

Mobile applet access

Select the mobile applications the selected users are allowed to access.

Mobile preference groups

Select the mobile preference group to assign to the user. You can only assign one group to the user.

User profile

Select the mobile profile to assign to the user.

Salesperson

Select a salesperson to assign to the user. This is the default salesperson used for the Sales Order Entry and Quote Entry mobile applications. These are set up on the AR Salesperson Maintenance form.

Note: If the masterfile filter options selected on the Mobile Profiles form and the applets selected are not compatible, an error message displays. The error message also contains information about how to correct the problem.