Companies - SuperOffice

From the Companies screen, you have access to all companies and personal contacts within companies in the SuperOffice database.

Tabs in the main Companies screen

Tab	Description
Search	Search field and history list.
Favorites	Companies marked as a favorite (yellow star). Tap to add and reorder favorites.
Selection	Members of different selections.

Tap a company to open and examine it.

Company header

Image. Usually the company logo or a placeholder.
Company name
Department (if set; otherwise, city)
Our contact
Edit () and Task () buttons
Action bar: Call, Web (open website), Map (show location)

Mobile CRM: Company screen -app-screen

Sections

Icon	Tab	Description
	Details	Basic information about the company, such as name, phone number and email address.
	Contacts	A list of all contacts linked to this company.
	Activities	Appointments, tasks, and phone calls linked to the company.
	Documents	Documents and emails linked to the company.
	Projects	Projects linked to the company.
	Sales	A list of all sales linked to the company.
	Interests	Company interests for selections or campaigns.

Tips

Tap a linked item, such as a person, an activity or a sale, to open and examine it.

Each section shows only a few items. Tap to expand and view the full list.
Expand the Details section and tap the cogwheel () to configure visible fields.

Show former employees

When viewing a company:

Go to the Contacts section and tap to expand it.
Tap the Filter icon () and select Show former employees. These persons are now shown in red in the list.

Related topics

Create contact Copy company info to local address book Show address in map Create appointment

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