Setting up an email account

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Version: 10
• 1 minute to read
 • 1 minute to read

To to send and receive emails within Mobile CRM, you need to connect an email account to SuperOffice CRM. If you have used SuperOffice for a while, you might have done this already.

Note

The mobile app uses the default email client you have chosen in the web version of SuperOffice CRM.

Is my account already connected?

  1. In Mobile CRM, tap the Task icon (icon) and select Settings.

  2. Select Email settings.

  3. If you see the message "Email account must be created in the web client", you are not yet connected.

    Mobile CRM: no email connected -app-screen

How to connect

  1. In SuperOffice, go to the Personal settings menu and choose Email options.
  2. For detailed instructions, see our tutorial on connecting email, document, and calendar.
  3. When you are done, log out of Mobile CRM. Then log back in.

How to update email settings for the app

  1. In Mobile CRM, go to Email settings (from the Task menu). Now, the screen looks something like this:

    Mobile CRM: email settings -app-screen

  2. Adjust the settings. For example, add a signature.

  3. Tap Save.

Add signature

  1. In Email settings, select Add signature.
  2. Select the signature line to edit your signature.

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