Pocket CRM configuration
Recommended configuration
- Upgrade to SuperOffice 8 > Automatically update clients from Pocket Server to NetServer
- Setting up an email account for the client
- Add a template for incoming images (jpeg)
- Add a follow-up type for SMS
Enable logging
Enable logging in the web.config file as for CRM Web in the Diagnostics section.
<add key="LogToFile" value="true" />
NetServer configuration - GSM formatted phone numbers
When initiating phone calls from Pocket CRM the numbers must be formatted in a way that the phone can use. SuperOffice NetServer has the functionality to return all phone numbers from the SuperOffice database in a clean formatted way, without spaces, commas, and including country prefix, like this: +4712345678.
To enable this feature in NetServer make sure that the Globalization section in web.config contains this element:
<add key="AllwaysUseGsmPhoneStyle" value="True" />
Client configuration - Setting up an email account
To use and be able to send an email within Pocket CRM an email account needs to be configured. This configuration needs to be performed in the SuperOffice 8.x Web client.
Admin configuration - Add a Template for incoming images (jpeg)
Open SuperOffice Admin client and select Lists section > Lists tab > double click Template and select + Add bottom of the Lists items. Add this List item where the file name has extension .jpg. The file may be empty, we use the extension to look up the correct template when a new file is saved.
Admin configuration - Add a Follow-up type for SMS
Open SuperOffice Admin client and select Lists section > Lists tab > double click Type (Follow-up) and select + Add bottom of the Lists items. Add this List item SMS as type Appointment and direction Outgoing.
Data caching
Pocket saves data that is accessed in a local SQLite database. This is for all data that is shown in the Pocket application, except documents.
Data that the user does not have access to is not saved. The data is initially saved forever but is periodically updated when accessed again.
All local data is erased if Pocket is reconfigured to a new installation, or if a new user logs in.
Both iOS and Android have default support for encrypting all content if a pin code or password is used to lock the device.
www.apple.com/business/docs/iOS_Security_Guide.pdf source.android.com/security/encryption/full-disk
Expose NetServer to internet
To connect Pocket CRM to NetServer's web services, NetServer needs to be accessible from the internet. If you have a setup with remote NetServer on an internal network and SuperOffice Web in DMZ, that means only web server part is available on the internet.
A solution is to use Reverse proxy to make also NetServer available on the internet.
Installing a second NetServer in DMZ and connecting it via web services to the remote NetServer on internal LAN is not supported. The NetServer in DMZ will demand direct access to so_arc and Pocket CRM using this setup will fail to save pictures and documents.
Custom Pocket configuration URL
If you want to change the default Pocket CRM configuration URL, you can do so by setting a configuration value of SuperOffice Web in the web.config file.
The key name is PocketCrmServiceUrl and the value is the new URL for Pocket connection. You'll find this in the <SoFormsAuthentication><Pages> section.
Example:
<add key="PocketCrmServiceUrl" value="[http://pocket.customer.com/](http://pocket.superoffice.com/NetserverPocket/remote/Services88)" />
Note
The template files we use to generate the email with Pocket configuration sent to users use two template variables:
{pccu}variable always points to <CRM.web installation>\PocketConfiguration.aspx and is not configurable. The reason this is not a direct configuration link for the Pocket client (soprotocol scheme), is that a lot of users experienced problems on Android, where mail clients did not handle the custom protocol link correctly The custom protocol redirect/configuration URL that PocketConfiguration.aspx uses, is attempted retrieved from CRM.web installation web.config.{pcvu}variable is used as the display name for the Pocket configuration URL.