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Under Settings, you can customize how Mobile CRM works and looks. Change language and time zone, toggle notifications, define email and SMS behavior, and adjust display preferences.
  • To open Settings, tap in the bottom center and select Settings from the navigation wheel.
  • Tap Save to apply your changes.

Language

Tap Language to switch the app language.
Field and label translations depend on your CRM language. Some system labels (like time zone regions) are always shown in English.

Notifications

Toggle push notifications for calendar events, requests, and sales quotes. Requires app version 10.2.2 or newer for quote-related alerts. Notifications include:
  • Meeting invitations
  • Meeting changes
  • Invitation rejections
  • Appointments with alarm
  • All appointments
  • New request
  • New request message
  • Request activated
  • Request escalated
  • Quote approval requests
  • Quote approval responses

System settings

Display settings

Adjust the look and feel of lists, calendar views, and message order.

Email settings

SMS settings

This section is for configuring custom web panels and third-party links defined in SuperOffice CRM. Your administrator may predefine what appears here.

Allow call identification

Caller ID in Mobile CRM shows the name of incoming callers if their number is saved in SuperOffice CRM. On Android, you can also save the call directly to SuperOffice as an activity. Caller ID requires version 10.1.9 or higher of Mobile CRM.

Refresh all data

Clear the app cache and reload data from the server. Use this if your content feels out of sync or stale.
  1. Tap Refresh all data to start the sync.
  2. Wait while Mobile CRM clears cache and fetches fresh data.

Tips and help

About Mobile CRM

Displays information about your current installation:
  • App version
  • Build number (for troubleshooting)
  • Server URL and version