Adapt Mobile Access

Adapt Mobile Access feature is designed to allow you to access certain Adapt data through hand held devices that have internet browser capability. You can access Contact and Company data.

Within Contact, you can view Contact information, associated Journals, and list of open Job orders, schedule a meeting, log a Call, and add notes. Within Company, you can view Company information and associated Journals, and list of open Job orders.

Any information/workflow updated in Adapt’s Mobile Access will be updated simultaneously in Adapt and vice-versa.

This topic is designed to give you an overview of the features available on your mobile device.

The application is designed to work on any hand held device with browser capabilities. However, different devices may display screens and/or buttons differently than shown.

Logging in

  1. Using your hand-held device’s browser, access the URL provided to you by your System Administrator.
  2. The Log In page displays.
  3. In the Username field, enter your Adapt User ID.(This is the same as you use when logging in on your Desktop)
  4. In the Password field, enter your Adapt Password.
  5. Click Sign In.

Create a Shortcut

For quicker access, it is recommended that you add a shortcut to the Home page on your mobile device. 

  1. Using your hand-held device’s browser, access the URL provided to you by your System Administrator.
  2. Click on the “Add to Homepage” button within the site.
  3. Name the Shortcut and click Add. An Adapt Tile should appear on the mobile device’s Home page. Select the icon to open mobile access to Adapt.

The Home Page

After logging in, the Home page displays:

Select the category you want to access. At any point, to navigate between the categories or to return to the Home page, click on the menu icon at the top left corner of the screen and select the desired option.

Note: Click on your Username at the top right corner of the screen and select Logout to log out of the application.

For details on Contacts category, see Working with Contacts.

For details on Companies category, see Working with Companies.