diff --git a/da/mobile/index.mdx b/da/mobile/index.mdx index b99ed49fc1..c24726b964 100644 --- a/da/mobile/index.mdx +++ b/da/mobile/index.mdx @@ -3,10 +3,10 @@ uid: help-da-mobile-intro title: Mobile CRM - adgang til jeres kundesystem på farten sidebarTitle: "Introduktion" description: Opdag, hvad der er nyt i den opdaterede Mobile CRM, og hvordan du kommer i gang, når du er på farten. -keywords: ['mobil CRM-app', 'SuperOffice mobil CRM', 'mobil', 'kundeinfo', 'salg', 'på farten', 'opdateret grænseflade'] +keywords: ['mobil CRM-app', 'SuperOffice mobil CRM', 'mobil', 'på farten'] author: digitaldiina -date: 02.26.2026 -so_version: 11.1 +date: 09.09.2026 +so_version: 11.1.16 content_type: concept platform: mobile language: da @@ -23,17 +23,17 @@ Uanset om du skal mødes med en kunde, følge op på et salg eller besvare en sa ## Hvad er nyt -### Opdateret grænseflade +### Talememoer -Mere overskueligt og intuitivt design med navigation, der er nem at bruge med tommelfingeren, og hurtigere adgang til information. +Diktér en note i stedet for at skrive den. -### Komprimerede visninger +### Relaterede sager -Se personer, aktiviteter, dokumenter, salg og projekter i én rullende visning - du behøver ikke længere trykke dig igennem faner. +Se sager, der er relateret til hinanden, og få et hurtigt resumé af en samtale. -### Notifikationer i realtid +### Opdateret velkomstskærm -Hold dig opdateret på opgaver, ændringer og godkendelser i samme øjeblik, som de sker. +En opdateret skærm til at logge ind. ## Hvad du kan gøre med Mobile CRM diff --git a/de/mobile/index.mdx b/de/mobile/index.mdx index 746e5dc09c..ede5a2ef5f 100644 --- a/de/mobile/index.mdx +++ b/de/mobile/index.mdx @@ -3,10 +3,10 @@ uid: help-de-mobile-intro title: Mobile CRM - Zugriff auf Ihr CRM von unterwegs sidebarTitle: "Einführung" description: Entdecken Sie die Neuerungen in der überarbeiteten Mobile CRM App und erfahren Sie, wie Sie unterwegs loslegen können. -keywords: ['mobile CRM-App', 'SuperOffice Mobile CRM', 'mobil', 'Kundendaten', 'Verkauf', 'unterwegs', 'neues Design'] +keywords: ['mobile CRM-App', 'SuperOffice Mobile CRM', 'mobil', 'unterwegs'] author: digitaldiina -date: 02.26.2026 -so_version: 11.1 +date: 09.09.2026 +so_version: 11.1.16 content_type: concept platform: mobile language: de @@ -23,17 +23,17 @@ Ob bei einem Kundentermin, beim Nachfassen eines Verkaufs oder beim Bearbeiten e ## Was ist neu? -### Überarbeitetes Design +### Sprachnotizen -Klares, intuitives Layout mit daumenfreundlicher Navigation und schnellerem Zugriff auf Informationen. +Diktieren Sie eine Notiz, anstatt sie zu tippen. -### Komprimierte Ansichten +### Verknüpfte Anfragen -Kontakte, Aktivitäten, Dokumente, Verkäufe und Projekte in einer einzigen scrollbaren Ansicht - kein Durchklicken mehr durch Registerkarten. +Sehen Sie Anfragen, die miteinander verknüpft sind, und erhalten Sie eine kurze Zusammenfassung eines Gesprächs. -### Echtzeit-Benachrichtigungen +### Neuer Willkommensbildschirm -Bleiben Sie über Aufgaben, Aktualisierungen und Genehmigungen sofort informiert. +Ein überarbeiteter Bildschirm für die Anmeldung. ## Was Sie mit Mobile CRM tun können diff --git a/en/mobile/company/create.md b/en/mobile/company/create.md index 93438eb2aa..830cb296cc 100644 --- a/en/mobile/company/create.md +++ b/en/mobile/company/create.md @@ -4,8 +4,8 @@ title: Add company description: How to register a company in SuperOffice Mobile CRM. keywords: ['company'] author: digitaldiina -date: 06.10.2026 -so_version: 11.1 +date: 01.07.2026 +so_version: 11.1.5 content_type: howto tier: core platform: mobile @@ -14,6 +14,7 @@ related: - /en/mobile/contact/create - /en/mobile/contact/scan-business-card - /en/company/learn/merge-companies + - Work with leads: /en/lead/learn/work-with-leads language: en --- @@ -27,9 +28,26 @@ When you are out visiting, you can register companies directly from Mobile CRM. 1. Enter the name of the business. + Mobile CRM suggests matches from companies already in SuperOffice, or from external sources. + + * Existing companies show a company icon and are listed first. + * New companies have no icon and are listed last. Expand to see more details. + + ![New company suggestions with duplicates and new companies -app-screen][img1] + + Tap a suggestion to use it, or tap **Skip** to enter the company manually. + + ![Click Skip to go ahead with the new company by adding it manually -app-screen][img2] + + + Set the country first for more accurate suggestions. + + 1. Add other details as necessary. For example, phone number, and email address. - To add a logo, tap the placeholder icon. Then tap **+**, select **Add image from camera** or **Add image from gallery** from the menu, and follow the instructions. + To add a logo, tap the placeholder icon. Then tap **+**, select **Add image from camera** or **Add image from gallery** from the menu. Use the **remove background** icon () to clean up the image if needed, then follow the instructions. + + If [lead categories][4] are set up with a lead status, the **Lead status** field appears for the company too. 1. Tap **Save**. @@ -38,3 +56,6 @@ When you are out visiting, you can register companies directly from Mobile CRM. Updating company information is similar to [editing a contact][3]. Simply, tap the **Edit** icon () in the upper-right corner. [3]: ../contact/update +[4]: /en/lead/learn/work-with-leads +[img1]: /media/loc/en/mobile/mobile-crm-company-completion-list.png +[img2]: /media/loc/en/mobile/mobile-crm-company-completion-skip.png diff --git a/en/mobile/company/index.mdx b/en/mobile/company/index.mdx index 10e3d799b3..4b36d4e036 100644 --- a/en/mobile/company/index.mdx +++ b/en/mobile/company/index.mdx @@ -5,7 +5,7 @@ description: Learn about working with companies in SuperOffice Mobile CRM. keywords: ['company', 'companies'] author: digitaldiina date: 06.10.2026 -so_version: 11.1 +so_version: 11.1.7 content_type: reference tier: core platform: mobile @@ -58,6 +58,7 @@ Tap a company to open and examine it. ### Tips * Tap a linked item, such as a person, an activity or a sale, to open and examine it. +* In the **Contacts** list, each contact shows a person-type icon: green for you, blue for a colleague, grey for an external contact. ## Show former employees diff --git a/en/mobile/contact/create.mdx b/en/mobile/contact/create.mdx index 2d11026036..dae6bb3527 100644 --- a/en/mobile/contact/create.mdx +++ b/en/mobile/contact/create.mdx @@ -5,7 +5,7 @@ description: How to register a contact in SuperOffice Mobile CRM. keywords: ['contact'] author: digitaldiina date: 06.10.2026 -so_version: 11.1 +so_version: 11.1.11 content_type: howto tier: core platform: mobile @@ -16,9 +16,12 @@ related: - Update contact: /en/mobile/contact/update - /en/mobile/contact/scan-business-card - /en/security/privacy/learn/send-privacy-confirmation-email + - Work with leads: /en/lead/learn/work-with-leads language: en --- +import RemoveBackground from "../snippets/remove-image-background.md"; + When you are out visiting, you can register contacts directly from Mobile CRM. @@ -32,6 +35,11 @@ If the company that the contact belongs to has not yet been entered, you need to 1. Enter their first and last name. 1. Select the company they belong to. 1. Add other details as necessary. For example, phone number, and email address. + + If [lead categories][6] are set up with a lead status, the **Lead status** field appears for the contact. + + ![In the contact screen you will see the field for Lead status -app-screen][img3] + 1. Tap **Save**. ## Add on company @@ -47,9 +55,13 @@ If the company that the contact belongs to has not yet been entered, you need to 1. Tap **+** and select **Add image from camera** or **Add image from gallery** from the menu. 1. Take or choose an image. 1. Tap and drag to select a region, or select **OK** to use the entire image. + + + 1. Save. ![Mobile CRM - add image to contact or company -app-screen][img1] +![Click to remove background to make the person image less cluttered -app-screen][img2] ## Best practices @@ -58,4 +70,7 @@ If the company that the contact belongs to has not yet been entered, you need to * Enter all phone numbers with country codes, so that you can call directly no matter where you are in the world. [5]: ../company/create +[6]: /en/lead/learn/work-with-leads [img1]: /media/loc/en/mobile/add-image.png +[img2]: /media/loc/en/mobile/mobile-crm-image-remove-background.png +[img3]: /media/loc/en/mobile/mobile-crm-contact-lead-status.png diff --git a/en/mobile/contact/scan-business-card.md b/en/mobile/contact/scan-business-card.md index 1e75f2551e..ac8c85d901 100644 --- a/en/mobile/contact/scan-business-card.md +++ b/en/mobile/contact/scan-business-card.md @@ -5,7 +5,7 @@ description: How do I automatically create a new contact in the Mobile CRM app f keywords: ['business card', 'contact'] author: digitaldiina date: 06.10.2026 -so_version: 11.1.3 +so_version: 11.1.12 content_type: howto tier: core platform: mobile diff --git a/en/mobile/diary/index.mdx b/en/mobile/diary/index.mdx index 30275a15ec..a2efa2a0a4 100644 --- a/en/mobile/diary/index.mdx +++ b/en/mobile/diary/index.mdx @@ -5,7 +5,7 @@ description: Learn about the Diary in SuperOffice Mobile CRM. keywords: ['diary', 'calendar', 'appointment', 'follow-up', 'task', 'upcoming', 'go to today'] author: digitaldiina date: 06.10.2026 -so_version: 11.1 +so_version: 11.1.7 content_type: concept tier: core platform: mobile @@ -107,7 +107,28 @@ If the follow-up has multiple attendees, you will see a **number** indicating ho * **Tap the number** to reveal the participant list. * Attendees without an icon have not yet viewed the invitation. +## Complete a follow-up by long press + +Press and hold a follow-up in a list to open a quick menu: + +* View follow-up +* Complete (or mark as not completed) +* Delete follow-up + +![Long press on a follow-up to get access to menu for quick access -app-screen][img5] + +## All-day events + +All-day events are grouped at the top of the Diary. + +* If there are more than two, tap **+x more events** to show them all. +* Tap **Hide events** to collapse the list again. + +![Diary - show more or hide events in the All events section -app-screen][img6] + [img1]: /media/loc/en/mobile/diary-week.png [img2]: /media/loc/en/mobile/diary-month.png [img3]: /media/loc/en/mobile/diary-upcoming.png [img4]: /media/loc/en/mobile/follow-up.png +[img5]: /media/loc/en/mobile/mobile-crm-diary-long-press-follow-up-menu.png +[img6]: /media/loc/en/mobile/mobile-crm-diary-all-day-events.png diff --git a/en/mobile/diary/update-appointment.mdx b/en/mobile/diary/update-appointment.mdx index 631641ae14..cf12fd1a5a 100644 --- a/en/mobile/diary/update-appointment.mdx +++ b/en/mobile/diary/update-appointment.mdx @@ -4,8 +4,8 @@ title: Update follow-up description: How to update follow-ups in SuperOffice Mobile CRM. keywords: ['diary', 'follow-up', 'appointment', 'meeting'] author: digitaldiina -date: 06.10.2026 -so_version: 11.1 +date: 08.25.2026 +so_version: 11.1.16 content_type: howto tier: core platform: mobile @@ -35,12 +35,23 @@ You can update follow-up you created, ones you are invited to, or those you mana If this a repeating follow-up, only the current instance of it is updated. Future instances remain unchanged. +## Add a voice note + +1. Open the follow-up and tap **Edit**. +1. In **Agenda** or **Internal notes**, tap the **Task** icon () and select **Add voice note**. +1. Record your note, then tap **Stop**. +1. Check the text. Filler words and punctuation are cleaned up automatically. +1. Tap **Save**. + +![Task menu on the Agenda screen showing the Add voice note option -app-screen][img1] + ## Mark a follow-up as completed You can mark a follow-up as completed in two ways: * **From a list view:** Swipe **left** and tap . * **From the Appointment screen:** Toggle the switch in the **Completed** section. +* **Long press:** Press and hold the follow-up in a list, then select **Complete**. If you mark a follow-up as completed by mistake, tap the toggle again to revert the status. @@ -86,3 +97,5 @@ You can adjust the alarm settings to remind you ahead of time: * If you own the follow-up, all the invited attendees are notified of the cancellation. * If you are only an invitee, the follow-up owner is notified of your rejection. + +[img1]: /media/loc/en/mobile/mobile-appointment-add-voice-note.png diff --git a/en/mobile/document/create.mdx b/en/mobile/document/create.mdx index 811c2f4b6e..ffe75dfeb9 100644 --- a/en/mobile/document/create.mdx +++ b/en/mobile/document/create.mdx @@ -5,7 +5,7 @@ description: How to create a document in SuperOffice Mobile CRM. keywords: ['mobile', 'document', 'image', 'SharePoint'] author: digitaldiina date: 06.10.2026 -so_version: 11.1 +so_version: 11.1.11 content_type: howto tier: core platform: mobile @@ -17,6 +17,8 @@ related: language: en --- +import RemoveBackground from "../snippets/remove-image-background.md"; + Mobile CRM offers limited functionality for creating documents directly in the app. SharePoint documents provide the most flexibility. The steps below assume you are in the **Documents** tab of a company, contact, sale, or project. @@ -57,6 +59,8 @@ Requires a SharePoint document library. If images do not appear, check the image permissions for SuperOffice on your device. + + 1. Enter a title and set other properties. 1. Tap **Create** diff --git a/en/mobile/index.md b/en/mobile/index.md index dc9edf68fd..3a56691048 100644 --- a/en/mobile/index.md +++ b/en/mobile/index.md @@ -3,10 +3,10 @@ uid: help-en-mobile-crm-intro title: Mobile CRM - Access your CRM on the go sidebarTitle: "Introduction" description: Discover what's new in the refreshed Mobile CRM and how to get started on the go. -keywords: ['mobile CRM app', 'SuperOffice mobile CRM', 'mobile', 'customer info', 'sales', 'on the go', 'refreshed interface'] +keywords: ['mobile CRM app', 'SuperOffice mobile CRM', 'mobile', 'on the go'] author: digitaldiina -date: 06.10.2026 -so_version: 11.1 +date: 08.25.2026 +so_version: 11.1.16 content_type: concept tier: core platform: mobile @@ -30,17 +30,17 @@ Whether you're meeting a customer, following up on a sale, or responding to serv ## What's new -### Refreshed interface +### Voice notes -Cleaner, more intuitive design with thumb-friendly navigation and faster access to information. +Dictate a note instead of typing it. -### Compressed views +### Request relations -See contacts, activities, documents, sales, and projects in a single scrollable view-no need to tap through tabs. +See requests that are linked to each other, and get a quick summary of a conversation. -### Real-time notifications +### Redesigned welcome screen -Stay on top of tasks, updates, and approvals as they happen. +A refreshed screen for logging in. ## What you can do with Mobile CRM diff --git a/en/mobile/interface-guide.mdx b/en/mobile/interface-guide.mdx index 1f29e4c9ca..c0226c5c35 100644 --- a/en/mobile/interface-guide.mdx +++ b/en/mobile/interface-guide.mdx @@ -5,7 +5,7 @@ description: Learn how to use the navigation wheel, action bar, and other core f keywords: ['mobile interface', 'menu', 'navigation', 'navigation wheel', 'thumb wheel', 'fan menu', 'action bar', 'user interface', 'UI'] author: digitaldiina date: 06.10.2026 -so_version: 11.1 +so_version: 11.1.12 content_type: reference tier: core platform: mobile @@ -111,6 +111,18 @@ Tap the green **+** button in the lower-right corner to create a new item. What ![Mobile CRM: + button on a screen -app-screen][img4] +### Move the + button + +1. Press and hold the **+** button. +1. Drag it to a new position. +1. Release to save it. + + +The position is saved per device. + + +![New button - Move the + button -app-screen][img6] + ## Edit mode vs. view mode When viewing an item (such as a contact card), you're in **view mode**, meant for browsing information and taking action. @@ -180,3 +192,4 @@ Mobile CRM supports dark mode, but does not currently switch automatically when [img3]: /media/loc/en/mobile/action-bar.png [img4]: /media/loc/en/mobile/green-add-button.png [img5]: /media/loc/en/mobile/list-of-favorites.png +[img6]: /media/loc/en/mobile/mobile-crm-move-add-button.png diff --git a/en/mobile/login.mdx b/en/mobile/login.mdx index eacbdd856e..7dfbf277aa 100644 --- a/en/mobile/login.mdx +++ b/en/mobile/login.mdx @@ -4,8 +4,8 @@ title: First time use/log in description: How to download the SuperOffice Mobile CRM app and sign in for the first time. keywords: ['mobile', 'install', 'login', 'log in', 'sign in', 'log out', 'download', 'app store', 'play store'] author: digitaldiina -date: 06.10.2026 -so_version: 11.1 +date: 08.25.2026 +so_version: 11.1.16 content_type: howto tier: core platform: mobile @@ -30,6 +30,15 @@ The Mobile CRM app is available for SuperOffice CRM 9 or higher. It is distribut 1. Download and install the **SuperOffice Mobile CRM** app. +## Welcome screen + +The first time you open Mobile CRM, or after an update, you see the welcome screen. + +* Tap **Log in now** to sign in to SuperOffice CRM Online. +* To connect to an onsite installation instead, tap **Are you an Onsite customer?**, enter the **server URL**, and tap **Connect**. + +![Connect to your site screen with server URL field and Connect button -app-screen][img7] + ## Log in to Mobile CRM 1. Open the app on your device. @@ -54,3 +63,4 @@ Your sign-in method may depend on how your administrator has set up authenticati [img4]: /media/loc/en/mobile/log-in.png [img5]: /media/loc/en/mobile/start-screen.png [img6]: /media/loc/en/mobile/app-store-ios.jpg +[img7]: /media/loc/en/mobile/mobile-get-started-connect.png diff --git a/en/mobile/project/index.mdx b/en/mobile/project/index.mdx index 6214d3c591..27c76e92a7 100644 --- a/en/mobile/project/index.mdx +++ b/en/mobile/project/index.mdx @@ -4,12 +4,20 @@ title: Projects description: Learn about working with projects in SuperOffice Mobile CRM. keywords: ['project member', 'project'] author: digitaldiina -date: 06.10.2026 -so_version: 11.1 +date: 09.09.2026 +so_version: 11.1.7 content_type: concept tier: core platform: mobile redirect_from: /en/mobile/superoffice-mobile/project/index +related: + - /en/mobile/project/create + - /en/mobile/project/update + - Delete project (in SuperOffice CRM): /en/project/learn/delete + - /en/project/learn/project-guides + - /en/project/learn/project-members/index + - Send SMS and email to project members: /en/mobile/send-email-sms + - Send a document to project members (as mailing): /en/project/learn/project-members/create-mailing language: en --- @@ -67,33 +75,23 @@ To list all projects, tap **Search** with the search field left empty. | | Details | Basic project details. Edit to update info or change status. | | | Description | Optional summary of the project. | | | Info | Free text area to add notes about the project. | +| | Links | Activities, sales, projects, documents, or websites connected to the project. | | | Project members | Contacts involved in the project. | | | Activities | Meetings, todos, and phone calls linked to the project. | | | Documents | Linked files and emails. | | | Sales | Sales connected to the project. | | | Requests | Requests related to the project. | +![Project member screen - Show the person type in the project member section list -app-screen][img2] + +![Click on the Links field to go to all connecting links -app-screen][img3] + ### Tips * Tap a linked item (such as person, activity, document) to open it. +* In the **Project members** list, each contact shows a person-type icon: green for you, blue for a colleague, grey for an external contact. -## Related content - -* [Create project][1] -* [Update project][2] -* [Delete project][5] (in SuperOffice CRM) -* [About project guides][3] -* [About project members][7] -* [Send SMS and email to project members][6] -* [Send a document to project members (as mailing)][4] - -[1]: /en/mobile/project/create -[2]: /en/mobile/project/update -[3]: ../../project/learn/project-guide/index -[4]: /en/project/learn/project-members/create-mailing -[7]: /en/project/learn/project-members/index -[5]: /en/project/learn/delete -[6]: /en/mobile/send-email-sms - [img1]: /media/loc/en/mobile/project.png +[img2]: /media/loc/en/mobile/mobile-crm-project-projectmember-internal-external.png +[img3]: /media/loc/en/mobile/mobile-crm-project-links.png diff --git a/en/mobile/request/index.mdx b/en/mobile/request/index.mdx index 9e1adf2cac..a077230933 100644 --- a/en/mobile/request/index.mdx +++ b/en/mobile/request/index.mdx @@ -4,8 +4,8 @@ title: Requests description: Learn about working with requests in SuperOffice Mobile CRM. keywords: ['mobile', 'request', 'ticket', 'Service', 'customer'] author: digitaldiina -date: 06.10.2026 -so_version: 11.1 +date: 06.17.2026 +so_version: 11.1.13 content_type: concept license: serviceessentials tier: core @@ -17,6 +17,7 @@ related: - Reply or add comment: /en/mobile/request/respond#reply - Forward a request: /en/mobile/request/respond#forward - Introduction to request management: /en/request/learn/index + - Request relations: /en/request/learn/request-relations language: en --- @@ -117,9 +118,34 @@ Go to **Settings** > **Notifications** to [turn request notifications on or off ![Mobile CRM: Filter notifications for requests in Mobile CRM -app-screen][img5] +## Related requests + +Requests can be linked to each other, for example as parent and child, or as related items. + +In the **Related requests** section, each linked request shows its relation type, ID, and title. Tap an entry to open it. + + +[Add, edit, or delete][7] request relations in SuperOffice CRM. + + +![Request with related requests shown as hierarchy or side-by-side -app-screen][img6] +![Screen shows all the related requests to the current request -app-screen][img7] + +## Summarize a request (AI Lab pilot program) + +1. Open the request. +1. In the **Summarize** section, tap **Generate**. +1. Read the summary of the conversation. + +![Request shows the summarize section -app-screen][img8] + [6]: /en/mobile/settings +[7]: /en/request/learn/request-relations [img1]: /media/loc/en/mobile/company-requests.png [img2]: /media/loc/en/mobile/unassigned-requests.png [img3]: /media/loc/en/mobile/request-dx.png [img4]: /media/loc/en/mobile/view-requests-not-own.png [img5]: /media/loc/en/mobile/filter-request-notifications.png +[img6]: /media/loc/en/mobile/mobile-crm-request-with-related-requests.png +[img7]: /media/loc/en/mobile/mobile-crm-request-all-related-requests-screen.png +[img8]: /media/loc/en/mobile/mobile-crm-request-summarize.png diff --git a/en/mobile/request/respond.mdx b/en/mobile/request/respond.mdx index 5fbc1c63ab..ad398cbd73 100644 --- a/en/mobile/request/respond.mdx +++ b/en/mobile/request/respond.mdx @@ -6,7 +6,7 @@ description: In this how-to guide, you will learn how to reply to, forward, and keywords: ['reply to request', 'answer request', 'respond to customer', 'reply', 'message', 'comment', 'forward', 'request', 'ticket'] author: digitaldiina date: 06.10.2026 -so_version: 11.1 +so_version: 11.1.12 content_type: howto license: serviceessentials tier: core @@ -59,6 +59,15 @@ A reply is an external message sent to the customer. 1. Tap **Send**. +### Reply to a single message + +1. Open the request and find the message. +1. Tap the message and select **Reply**. +1. Choose which contacts (internal or external) get the reply. +1. Write your message and tap **Send**. + +![Request reply to a single message -app-screen][img6] + ## Add comment (internal) {#comment} Comments are internal messages used to collaborate before responding to the customer. @@ -152,3 +161,4 @@ A [reply template][3] can help you respond faster with predefined content. [img3]: /media/loc/en/mobile/reply-to-request.png [img4]: /media/loc/en/mobile/request-header.png [img5]: /media/loc/en/mobile/request-call-customer.png +[img6]: /media/loc/en/mobile/mobile-crm-request-message-single-reply.png diff --git a/en/mobile/request/update.mdx b/en/mobile/request/update.mdx index e1381fd52f..3c2f996424 100644 --- a/en/mobile/request/update.mdx +++ b/en/mobile/request/update.mdx @@ -4,13 +4,19 @@ title: Update request description: How to update a request in SuperOffice Mobile CRM. keywords: ['mobile', 'request', 'status'] author: digitaldiina -date: 06.10.2026 +date: 09.09.2026 so_version: 11.1 content_type: howto license: serviceessentials tier: core platform: mobile redirect_from: /en/mobile/superoffice-mobile/request/update +related: + - About stages: /en/sale/learn/index + - /en/mobile/request/create + - Delete request (in SuperOffice CRM): /en/request/learn/delete + - Merge requests (in SuperOffice CRM): /en/request/learn/merge + - Split request (in SuperOffice CRM): /en/request/learn/split-request language: en --- @@ -67,18 +73,4 @@ To update the owner: ![Mobile CRM: set request owner -app-screen][img1] -## Related content - -* [About request status][3] -* [Create request (in Mobile CRM)][1] -* [Delete request for GDPR compliance][2] -* [Merge requests (in SuperOffice CRM)][5] -* [Split request (in SuperOffice CRM)][6] - -[1]: ./create -[2]: /en/request/learn/delete -[3]: /en/sale/learn/stages -[5]: /en/request/learn/merge -[6]: /en/request/learn/split-request - [img1]: /media/loc/en/mobile/request-owner.png diff --git a/en/mobile/sale/index.mdx b/en/mobile/sale/index.mdx index bf102bda53..b20da0983b 100644 --- a/en/mobile/sale/index.mdx +++ b/en/mobile/sale/index.mdx @@ -5,7 +5,7 @@ description: Learn how to create, view, and update sales in SuperOffice Mobile C keywords: ['opportunity', 'manage sales', 'sale', 'upcoming', 'closed', 'overdue'] author: digitaldiina date: 06.10.2026 -so_version: 11.1 +so_version: 11.1.7 content_type: concept tier: core platform: mobile @@ -102,6 +102,7 @@ When viewing other users' sales, only information you have the rights to see is ### Tips * Tap a linked item (such as person, activity, document) to open it. +* In the **Stakeholders** list, each contact shows a person-type icon: green for you, blue for a colleague, grey for an external contact. [img1]: /media/loc/en/mobile/sale.png diff --git a/en/mobile/sale/update.md b/en/mobile/sale/update.md index 460a878889..0d8390595c 100644 --- a/en/mobile/sale/update.md +++ b/en/mobile/sale/update.md @@ -4,12 +4,17 @@ title: Update sale description: How to update a sale in SuperOffice Mobile CRM. keywords: ['open', 'sold', 'lost', 'stalled', 'stage', 'sale'] author: digitaldiina -date: 06.10.2026 +date: 09.09.2026 so_version: 11.1 content_type: howto tier: core platform: mobile redirect_from: /en/mobile/superoffice-mobile/sale/update +related: + - About stages: /en/sale/learn/index + - /en/mobile/sale/create + - Delete a sale: /en/sale/learn/update#delete + - /en/mobile/request/update language: en --- @@ -63,16 +68,4 @@ When available, you will be able to link a sale to an **incoming request** for b 1. Flick down and tap **Sale**, then select the relevant sale. 1. Tap **Save**. The linked request will then appear in the **Requests** tab of that sale. -## Related content - -* [About stages][3] -* [Create a sale (in Mobile CRM)][1] -* [Delete a sale (in SuperOffice CRM)][2] -* [Update a request][4] - -[1]: ./create -[2]: /en/sale/learn/delete -[3]: /en/sale/learn/stages -[4]: ../request/update - [img2]: /media/loc/en/mobile/sale-details.png diff --git a/en/mobile/security.md b/en/mobile/security.md index 9ad010ddee..523cbcbc30 100644 --- a/en/mobile/security.md +++ b/en/mobile/security.md @@ -6,7 +6,7 @@ description: Mobile CRM security in CRM Online keywords: ['mobile', 'pocket'] author: Martin Pavlas date: 06.10.2026 -so_version: 11.1 +so_version: 11.1.12 content_type: concept tier: core platform: mobile @@ -83,9 +83,15 @@ SuperOffice identity provider [SuperID][7], handling federation with other syste * Access tokens can't be shared between applications. * The tokens are unique per user and application and are stored on the device. * WebTools, MailLink, and the mobile client uses industry-standard OAuth 2.0 for Native Apps ([RFC 8252][9]). -* Fingerprint authentication [is available only for SuperOffice Onsite customers][10] +* Biometric authentication (fingerprint or face ID) is available for Mobile CRM sign-in. * The login screen in Mobile CRM for online customers is the central website that is shared with the web client. +### Biometric login + +Log in with your fingerprint or face ID instead of a password. + +The option appears the first time you open Mobile CRM after an update. Tap **Yes** to turn it on. + ### Authentication and IdP Mobile CRM will delegate authentication to SuperID. SuperID has [standard support for Google and Microsoft][8] and can offer custom implementations if needed. @@ -155,7 +161,6 @@ A: Enable IdP for all users, and enable 2FA for the IdP provider. No option to s [7]: ../online/identity/superid/sign-in-services [8]: ../online/identity/superid/howto/federated-sign-in-guide [9]: https://tools.ietf.org/html/rfc5282 -[10]: https://online2.superoffice.com/Cust1990/CS/scripts/customer.fcgi?_sf=0&custSessionKey=&customerLang=en&noCookies=true&action=viewKbEntry&id=112935#2 [img1]: /media/loc/en/mobile/imagevq62n.png [img2]: /media/loc/en/mobile/global-preferences-mobile.png diff --git a/en/mobile/snippets/remove-image-background.md b/en/mobile/snippets/remove-image-background.md new file mode 100644 index 0000000000..5da7a1d932 --- /dev/null +++ b/en/mobile/snippets/remove-image-background.md @@ -0,0 +1 @@ +* To remove a distracting background from an image, tap the **remove background** icon (). **Crop** and **rotate** are also available here. diff --git a/nl/mobile/index.mdx b/nl/mobile/index.mdx index cc1cfd9f9f..25f5a69d8f 100644 --- a/nl/mobile/index.mdx +++ b/nl/mobile/index.mdx @@ -3,10 +3,10 @@ uid: help-nl-mobile-intro title: Mobile CRM - Onderweg toegang tot uw CRM sidebarTitle: "Inleiding" description: Ontdek wat er nieuw is in de vernieuwde Mobile CRM en hoe u onderweg aan de slag kunt gaan. -keywords: ['mobile CRM-app', 'SuperOffice mobile CRM', 'mobiel', 'klantgegevens', 'verkoop', 'onderweg', 'vernieuwde interface'] +keywords: ['mobile CRM-app', 'SuperOffice mobile CRM', 'mobiel', 'onderweg'] author: digitaldiina -date: 02.26.2026 -so_version: 11.1 +date: 09.09.2026 +so_version: 11.1.16 content_type: concept platform: mobile language: nl @@ -23,17 +23,17 @@ Of u nu een klant ontmoet, opvolging doet op een verkoop of reageert op een verz ## Wat is nieuw -### Vernieuwde interface +### Spraaknotities -Een overzichtelijker en intuïtiever ontwerp met duimvriendelijke navigatie en snellere toegang tot informatie. +Dicteer een notitie in plaats van deze te typen. -### Samengevoegde weergaven +### Gekoppelde verzoeken -Bekijk personen, activiteiten, documenten, verkopen en projecten in één scrollbaar overzicht - geen aparte tabbladen meer. +Bekijk verzoeken die aan elkaar gekoppeld zijn en krijg een snelle samenvatting van een gesprek. -### Realtime meldingen +### Vernieuwd welkomstscherm -Blijf direct op de hoogte van taken, updates en goedkeuringen zodra ze plaatsvinden. +Een vernieuwd scherm om aan te melden. ## Wat u kunt doen met Mobile CRM diff --git a/no/mobile/index.mdx b/no/mobile/index.mdx index 62580a45e1..531956df80 100644 --- a/no/mobile/index.mdx +++ b/no/mobile/index.mdx @@ -3,10 +3,10 @@ uid: help-no-mobile-intro title: Mobile CRM - Få tilgang til CRM mens du er på farten sidebarTitle: "Introduksjon" description: Oppdag hva som er nytt i den oppdaterte Mobile CRM og hvordan du kommer i gang mens du er på farten. -keywords: ['mobil CRM-app', 'SuperOffice mobil CRM', 'mobil', 'kundeinformasjon', 'salg', 'på farten', 'oppdatert grensesnitt'] +keywords: ['mobil CRM-app', 'SuperOffice mobil CRM', 'mobil', 'på farten'] author: Bergfrid Dias -date: 02.26.2026 -so_version: 11.1 +date: 09.09.2026 +so_version: 11.1.16 content_type: concept platform: mobile language: no @@ -23,17 +23,17 @@ Enten du møter en kunde, følger opp et salg eller svarer på en sak, har du fu ## Hva er nytt -### Oppdatert grensesnitt +### Talenotater -Renere og mer intuitivt design med tommelvennlig navigasjon og raskere tilgang til informasjon. +Diktér et notat i stedet for å skrive det. -### Komprimerte visninger +### Relaterte saker -Se personer, aktiviteter, dokumenter, salg og prosjekter i én rullbar visning - du trenger ikke å trykke deg gjennom faner. +Se saker som er koblet til hverandre, og få et raskt sammendrag av en samtale. -### Varsler i sanntid +### Ny velkomstskjerm -Hold deg oppdatert på oppgaver, endringer og godkjenninger i det øyeblikket de skjer. +En oppdatert skjerm for å logge på. ## Dette kan du gjøre med Mobile CRM diff --git a/release-notes/mobile/v11.mdx b/release-notes/mobile/v11.mdx index fb944d0d69..ca5f5d776f 100644 --- a/release-notes/mobile/v11.mdx +++ b/release-notes/mobile/v11.mdx @@ -266,7 +266,7 @@ When working on projects across multiple teams or systems, you often need to bri To access everything you need on the go, just open Mobile CRM, find the project and view all the connected links in one place. -![Click on the Links field to go to all connecting links -screenshot][img16] +![Click on the Links field to go to all connecting links -app-screen][img16] diff --git a/sv/mobile/index.mdx b/sv/mobile/index.mdx index 6b24602812..3f700accbc 100644 --- a/sv/mobile/index.mdx +++ b/sv/mobile/index.mdx @@ -3,10 +3,10 @@ uid: help-sv-mobile-intro title: Mobile CRM - Få åtkomst till CRM när du är på språng sidebarTitle: "Introduktion" description: Upptäck vad som är nytt i den uppdaterade Mobile CRM och hur du kommer igång när du är på språng. -keywords: ['mobil CRM-app', 'SuperOffice mobil CRM', 'mobil', 'kundinformation', 'försäljning', 'på språng', 'uppdaterat gränssnitt'] +keywords: ['mobil CRM-app', 'SuperOffice mobil CRM', 'mobil', 'på språng'] author: Bergfrid Dias -date: 02.26.2026 -so_version: 11.1 +date: 09.09.2026 +so_version: 11.1.16 content_type: concept platform: mobile language: sv @@ -23,17 +23,17 @@ Oavsett om du träffar en kund, följer upp en försäljning eller hanterar ett ## Vad är nytt -### Uppdaterat gränssnitt +### Röstanteckningar -Renare och mer intuitiv design med tumvänlig navigering och snabbare åtkomst till information. +Diktera en anteckning istället för att skriva den. -### Komprimerade vyer +### Relaterade ärenden -Visa kontakter, aktiviteter, dokument, försäljningar och projekt i en enda rullningsvy - du behöver inte trycka dig fram genom flikar. +Visa ärenden som är kopplade till varandra, och få en snabb sammanfattning av en konversation. -### Aviseringar i realtid +### Ny välkomstskärm -Håll dig uppdaterad om uppgifter, ändringar och godkännanden i samma ögonblick som de sker. +En uppdaterad skärm för att logga in. ## Det här kan du göra med Mobile CRM