Contacts - SuperOffice

From the Contacts screen, you have access to all personal contacts in the SuperOffice database. Mobile CRM: Contacts screen -app-screen

Mobile CRM: Contacts screen -app-screen

Tabs in the main Contacts screen

Tab	Description
Search	Search field and history list.
Favorites	Contacts marked as a favorite (yellow star). Tap to add and reorder favorites.
Group	A list of associates divided into groups, such as marketing and IT.
Selection	Members of different selections.

Tap a person to open and examine their info.

Contact header

Image. A profile picture or a placeholder.
Contact name
Company name (tap to open)
Title
Edit () and Task () buttons
Action bar: Call, SMS, Map (show location)

Mobile CRM: Contact screen -app-screen

Sections

Icon	Tab	Description
	Details	Basic information about the person, such as name, phone number, and email address.
	Activities	Appointments, tasks, and phone calls linked to the contact.
	Documents	Documents and emails linked to the contact.
	Projects	Projects this person owns or is a member of.
	Sales	A list of all sales linked to the contact.
	Interests	Contact interests for selections.
	E-marketing subscriptions	For legal consent on email campaigns.
	Requests	A list of the person’s open requests. Not yet available

Tips

Tap a linked item, such as an activity, a request, 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.

Related topics

Create contact Update contact Copy contact to local address book Send email or SMS Show address in map Create appointment

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