Learn how to use the navigation wheel, action bar, and other core features in SuperOffice Mobile CRM.
Welcome to the new SuperOffice Mobile CRM experience. This page walks you through the essential elements of the user interface: how to navigate, act on data, and customize what you see.
Tap the Menu button in the bottom center of the screen to open the navigation wheel (navigator). This gives you access to the main screens in Mobile CRM.
Icon
Screen
Description
Diary
View your calendar, create follow-ups, and check availability.
Companies
Browse and manage company cards.
Sales
Track deals, update sales stages, and add new opportunities.
Projects
Manage project information and change status.
Requests
Handle customer service tickets.
Dashboards
Access your dashboards and drill down on metrics.
Settings
Access app settings like email, notifications, caller ID, and sync.
The main screens in Mobile CRM share the same header layout:
Logo (top left)
Screen name (centered)
Notifications bell icon (top right)
If the bell icon shows a number in a red circle, you have pending invitations, requests, or quote approval. Tap the bell to open the Notifications screen and view recent alerts.
The action bar appears near the top of each item screen, just below the header area with the title and star icon. It gives you quick access to key actions such as calling, emailing, or updating the status.The available buttons depend on the type of item you’re viewing (contact, sale, request, and so on).Common actions include:
Action
Description
Call
Choose a phone number and start a call (can be logged as an activity in SuperOffice).
SMS
Send a text message to the person.
Email
Open the email client with the selected recipient.
Map
Open the address in your device’s map app (uses the visiting address if set; otherwise, postal address).
Website
Visit the contact’s or company’s website.
Reply
Reply to the customer or sender.
Comment
Add an internal note to a request (opens the Message screen).
When viewing a contact, follow-up, request, or other item, tap the Task icon near the top right (next to the star) to access additional options specific to that item.Examples include:
Add or remove image
Copy to your device’s contact list
Delete appointment
Forward request
These actions complement the 3 buttons in the action bar.
When viewing an item (such as a contact card), you’re in view mode, meant for browsing information and taking action.To make changes, tap the Edit button () in the upper-right corner. This switches you to edit mode, where you can update details (if you have permission). Changes are saved only when you tap Save.For documents and emails, edit mode lets you update metadata, such as title or type, not the file content itself.
On any card (such as a contact or sale), tap the star icon in the top-right corner to mark the item as a favorite. A filled star means it’s already favorited.
Tap the star again to remove it.
In a list view, you can also swipe left on a record, tap , and choose Add favorite or Remove favorite, depending on the current status.
Mobile CRM supports dark mode, but does not currently switch automatically when your device changes appearance. Close and relaunch the app to apply the new theme.
