Quick Start guide

SuperOffice Pocket CRM is completely re-written and has alot of new features prior to the earlier versions. We have therefore created this

guide to help you get started with your new app.

Tabs The main pages and associated sub-pages consist of tabs. You can see which

tab is selected, because its icon will be highlighted.

Screen optimization On devices with small screens, the navigator is hidden automatically. You select this icon on the left to display the navigator.

The Navigator

The navigator appears on the left of the main pages in Pocket CRM. Here

you select the icon for the page you want to go to: Calendar, Contacts,

Sales, Projects or Images

Create new

The new button creates a new entry in the

database. What type of entry that is created

depends on which page you currently are

browsing .e.g. Appointment, Company, Contact

or Sale

The Task menu

On many pages, at the bottom left,

you will find the Task menu. This

contains options that are

relevant for the currently active page.

These may be logging in or out,

settings, filtering, sending SMS/e-mail,

map display etc.

Notify

If the navigation icon looks like this, it

means that you have overdue sale. The

same icon can appear in the Calendar

that indicates a new (unread)

notifications/invitation

Search

To view other employees diaries select your name

and search by name. Appointments for the

person in question are displayed.

This also apply in the sales page

Copy contacts to local addressbook

To copy a contac from SuperOffice to the local addressbook on

your device follow these steps:

1. Naviagte to the Contact page

2. Open a Contact (either in the history list or search for any)

3. Select Task > Copy to contact list on your device

The contact will be added to the local addressbook in the account

specified under Phone contact accounts

Show address in map

To view any address on either a Company or Contact in Pocket CRM follow these steps:

1. Naviagte to the Contact page

2. Open a Company or Contact (either in the history list or search for any)

3. Naviagte to the Details tab

4. Select Task > Show address in map

Pocket CRM will open the default map service on the particular device and show the

address of the selected Company or Contact.

Note: The Map URL can be changed under system settings and may vary depending on the device.

How to work with Pocket CRM

There are a lot of new features & function in this version, use the following table to get to know the most important ones.

I would like to.. Where? How? Send an e-mail/ SMS You can send an SMS and/or an e-mail to one or more

persons from the following places in Pocket CRM: The Projects and Selection tab on the main Contacts page.

The Group tab on the main Contacts page

The Task menu in the Details tab of a person.

The Task menu in the Participants tab of an appointment.

Click on the e-mail address on a Company or Contact to

send an e-mail or on a Contact’s mobile number to send

an SMS. Write your message in the message field.

Select Send.

Open and read documents and e-mails You hav access to all documents and e-mails stored in the

database from Pocket CRM. Each main page has it own

document tab.

Navigate to a Company or Contact, a Sale or a Project.

Browse to the documents tab and select the document

you required. This will take you to the document dialog

where you can open the document or send it as e-mail.

If the document type is e-mail you can forward ,reply all

or reply to the recipients of the e-mail.

Search In all main pages you can serach for information stored in

your SuperOffice.

Go to the main page for Contacts, and select the Search

tab to search for Companies/Contacts. To search on

Projects, go to the main page for Projects and select

Search. In appointments and sales; select your name, and

then search by name.

Add participants and resources to appointments In the Calendar you can create and modify appointments

and invite collegues and add resources to that particular

appointment.

Navigate to the Calendar page and click on an

appointment ( where you are the owner). Go to the

Participant tab > Click on Add participant. Search for the

contact you are looking for and select him/her. The person

is added to the appointment. To add a resource go to the

Participant tab , click on Task > Add resource

View my sales forecast and pipeline From the sales pages you can update forecasts for future

sales, conclude sales and create new ones. Also track the

status of all sales that you and your colleagues are

responsible for.

Naviagte to the Sales pages. Select the Upcoming or

Status screen. In the Upcoming tab you see a list of sales

withdate of today or ahead. The Status contains a

summery of sales activities for a spesific period. Change

period by selecting Task > View Quarter/Month/Week

Adjust the filter settings

Sometimes the number of activites stored on a single Company can be very large.

To narrow this down use the filter settings in the documents and activities tab

1. Naviagte to the Company or Contact page

2. Select a Company or a Contact ( search or from history list)

3. Click on the documents tab

4. Select Task > View open only, View mine only or Hide e-mails

This wil reduse the number of activities making it easier to find what

you are looking for.

Archive an image

Pictures are more and more used as documentation. The need to use your device

camera and store this might come in handy. Here’s how:

1. Naviagte to the Image page and open the documents tab

2. Select Add Image from Camera and take a picture with your device

3. Adjust the size before uploading it

4. Archive this pictures on a spesifict Company, Contact and/or Project

The image will be visible for all user momenterely on the coresponding Company

But wait, there’s more!

SuperOffice Pocket CRM has it’s own tablet version as well, optimizing the resolution on each device.

Contact Images Apply an image on Contacts to easier recognize who you are

communicating with. Click on the image to change or add it.

Screen optimization/layout

On devices with large screens tilting the device

(landscape), will make the App use the entire

screen. Showing the details page on the right side.

Notify

If the Calendar navigation icon looks like this, it means that you have a

new (unread) notifications/invitation in your diary.

The same icon can appear in Sales that indicates an overdue sale.

E-mail/SMS

Click on the Contact or Company’s e-mail

address to send an e-mail. To send an SMS click

on the mobile phone number of any Contact.

The Navigator

The navigator will always appears on

the left of the main pages in Pocket

CRM. Here you select the icon for the

page you want to go to: Calendar,

Contacts,, Sales, Projects or Images

The Task menu

On many pages, at the bottom left,

you will find the Task menu. This

contains options that are

relevant for the currently active page.

These may be logging in or out,

settings, filtering, sending SMS/e-mail,

map display etc.

Back

To navigate back to the previous page use this

button. By holding it down 3 seconds it will take

you back to start.

Search

To find a Company or Contact use

the search button

Tabs

The main pages and associated sub-pages consist

of tabs. You can see which tab is selected,

because its icon will be highlighted.

Setting up an e-mail account

In order to use and be able to send e-mail within Pocket CRM an e-mail account

needs to be configured.

1. From anywhere in Pocket CRM select Task >Settings > E-mail settings

Note: The name of the e-mail server and use of SSL may differ depending on the configuration

and policy of your corporate e-mail server.

First time use/login.

After you have downloaded Pocket CRM and before you can start using you newly

installed App a server URL needs to entered. This URL will be the server address of your

companies Pocket CRM server installation. The URL must be provided by your IT-

department.

1. Access AppStore or Google Play depending on your device

2. Download and install SuperOffice Pocket CRM

3. Start SuperOffice Pocket CRM

4. Enter the correct server URL for your company

5. Login using your username & password