Companies

From the Companies screen, you have access to all companies and personal contacts within companies in the SuperOffice database.

Tabs in the main Companies screen

TabDescription
SearchSearch field and history list.
FavoritesCompanies marked as a favorite (yellow star). Tap to add and reorder favorites.
SelectionMembers of different selections.

Tap a company to open and examine it.

Company header

  • Image. Usually the company logo or a placeholder.
  • Company name
  • Department (if set; otherwise, city)
  • Our contact
  • Edit () and Task () buttons
  • Action bar: Call, Web (open website), Map (show location)

Mobile CRM: Company screen -app-screen

Sections

IconTabDescription
DetailsBasic information about the company, such as name, phone number and email address.
ContactsA list of all contacts linked to this company.
ActivitiesAppointments, tasks, and phone calls linked to the company.
DocumentsDocuments and emails linked to the company.
ProjectsProjects linked to the company.
SalesA list of all sales linked to the company.
InterestsCompany interests for selections or campaigns.

Tips

  • Tap a linked item, such as a person, an activity or a sale, to open and examine it. [!includeList of tips]

Show former employees

When viewing a company:

  1. Go to the Contacts section and tap to expand it.

  2. Tap the Filter icon () and select Show former employees.

    These persons are now shown in red in the list.