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18 changes: 9 additions & 9 deletions da/mobile/index.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand All @@ -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

Expand Down
18 changes: 9 additions & 9 deletions de/mobile/index.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand All @@ -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

Expand Down
27 changes: 24 additions & 3 deletions en/mobile/company/create.md
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand All @@ -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
---

Expand All @@ -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]

<Tip>
Set the country first for more accurate suggestions.
</Tip>

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 (<i class="ph ph-eraser" aria-hidden="true"></i>) 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**.

Expand All @@ -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 (<i class="ph ph-pencil-simple" aria-label="true"></i>) 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
3 changes: 2 additions & 1 deletion en/mobile/company/index.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand Down Expand Up @@ -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.
<ListOfTips />

## Show former employees
Expand Down
17 changes: 16 additions & 1 deletion en/mobile/contact/create.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand All @@ -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.

<Note>
Expand All @@ -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
Expand All @@ -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.

<RemoveBackground />

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

Expand All @@ -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
2 changes: 1 addition & 1 deletion en/mobile/contact/scan-business-card.md
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand Down
23 changes: 22 additions & 1 deletion en/mobile/diary/index.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand Down Expand Up @@ -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
17 changes: 15 additions & 2 deletions en/mobile/diary/update-appointment.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand Down Expand Up @@ -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 (<i class="ph ph-dots-three-circle-vertical" aria-hidden="true"></i>) 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 <i class="ph ph-check" aria-label="Checkmark"></i>.
* **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**.

<Tip>
If you mark a follow-up as completed by mistake, tap the toggle again to revert the status.
Expand Down Expand Up @@ -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
6 changes: 5 additions & 1 deletion en/mobile/document/create.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand All @@ -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.
Expand Down Expand Up @@ -57,6 +59,8 @@ Requires a SharePoint document library.
If images do not appear, check the image permissions for SuperOffice on your device.
</Note>

<RemoveBackground />

1. Enter a title and set other properties.
1. Tap **Create**

Expand Down
18 changes: 9 additions & 9 deletions en/mobile/index.md
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand All @@ -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

Expand Down
15 changes: 14 additions & 1 deletion en/mobile/interface-guide.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand Down Expand Up @@ -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.

<Note>
The position is saved per device.
</Note>

![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.
Expand Down Expand Up @@ -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
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