Company / contact
From Company/contact, you have access to all companies and personal contacts within companies in the SuperOffice database.
Tabs in the main Company/contact screen
Icon | Tab | Description |
---|---|---|
Search | Search field and history list | |
Favorites | Contacts marked as a favorite (yellow star) | |
Group | A list of associates divided into groups, such as marketing and IT. | |
Project | Persons linked as members of a project. | |
Selection | Members of different selections (both companies and individual contacts). |
Company information
Header:
- Icon with flag. Usually the company logo or a placeholder.
- Company name
- Department (if set; otherwise, city)
- Category
Icons in the action bar: New appointment, Call, Go to website, Show location (map)
Tabs:
Icon | Tab | Description |
---|---|---|
Details | Basic information about the company, such as name, phone number and email address. | |
Persons | 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. |
Tap an activity, a document, a project, or a sale to open and examine it.
Contact information
Header:
- Icon. A profile picture or a placeholder.
- Contact name
- Company name (tap to open)
- Department (if set; otherwise, city)
Icons in the action bar: New appointment, Call, Send SMS, Show location (map)
Tabs:
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. | |
Requests | A list of the person's open requests. |
Tap an activity, a document, a project, a sale, or a request to open and examine it.
View
Tap a company or contact to open it. Tap the name of a group, project, or selection to show a list of its members.
- Go to Company/contact.
- Select a company or person.
- Select the Details tab.
- Scroll down to view the fields and field groups.
Tip
To configure visible fields, tap the cogwheel (). Use the toggle to hide/show fields. Tap and drag to re-arrange the order. Save your changes.
Show former employees
When viewing a company:
Select the Persons tab.
Tap the Task icon and select Show former employees.
These persons are now shown in red in the list.