Change Theme

To change the color theme for your CRM app on your Android device

1. In your CRM app, go to Settings.
2. On the Settings page, under Themes, select the desired colour theme.
   The chosen theme is applied across the app.
   

Configure Module-specific Settings

The module specific settings decide the order in which records are displayed in a selected module's list view. Module specific settings also influence other aspects of a module such as module search, synchronization with Desktop settings and so on.

To configure Module-specific Settings

1. In your CRM app, go to Settings.
2. Under Module-specific Settings, tap Modules.
3. Select the required module.
   Alternatively, Module Settings can also be accessed from the respective module page by tapping on the Settings icon.
   
4. In the [Module] Settings page, the following sections are available.

• Grouping
• Sort
• Search
• Display Fields
• Records
• Sync Desktop Settings
• Name Display (Available only for Leads and Contacts)
• Task Status (Available only for Tasks)

Module List View Display Settings

The order in which the records of a module appear in the Module's List View is decided by the settings configured under Grouping, Sort and DisplayFields sections.

In the example above,

• A is the group, displayed as per the Grouping settings.
• Dave Alton and Daniel Ausman are records sorted under the group A, listed as per Primary and Secondary sorting.
• The details you see under each of these records are displayed as per the Display Fields settings.

Therefore, while Grouping and Sort decide the order of records, Display Settings decide the order of fields displayed under a record.

Grouping

The first level of organising records under a module is by classifying them into groups. The basis in which they are grouped is specified under Grouping.

For example, according to the settings in the screenshot above, the records will be grouped by the ascending order of the Company Name.

Sort

Records that are displayed within a group are sorted based on Primary and Secondary sorting settings. For example, according to the settings in the following screenshot, the records of the selected module are first sorted by the ascending alphabetical order of the First Name. In case of conflict based on Primary Sorting, they are classified as per settings under Secondary Sorting., that is, ascending alphabetical order of the Email.

Display Fields

The settings under Display Fields decides which fields are displayed under a record in the Module List View page. You can choose up to four fields to be displayed for a record.

Other Settings

Search

When you run a search within a module, the app looks for matches only in certain specified fields. These fields are specified under the Search settings. You can specify up to four fields by which the search is done. If the search term entered lies in another field not specified under the Search settings, that search will not return any results.

Name Display

For the Leads and Contacts modules you can change the order of the first name and last name.

Records

This displays the number of records in the device and information on the last sync.

Records Downloaded indicates that all records from the server for the selected module have been downloaded.

Sync Desktop Settings

If you would like the layout settings from the Desktop version to be synced with the mobile version, you can select this option.

Task Status

You can change the settings of Default Status and Completed Status of tasks under the Task Status section. This is available only in the Tasks Settings.

Choose Fonts

1. In your CRM app, go to Settings.
2. On the Settings page, under the Fonts section, tap Choose a font type.
3. In the Font Selector popup, select the desired font.
   

Configure Calendar Settings

1. In your CRM app, go to Settings.
2. On the Settings page, under the Calendar section, tap Week Starts On.
3. In the Week Starts On popup, select the desired day of the week.
   

Configure Call Settings

1. In your CRM app, go to Settings.
2. On the Settings page, under the Calls section, you can enable or disable the following functions according to your requirements.
   
   • Call Logging: Enable this function to be able to receive a prompt and log a call after you complete a call. Disabling this will disable both Log Prompt as well as Auto Call Log.
   • Log Prompt: Enable this function to receive a Log Call prompt at the end of every call.
   • Auto Call Log: Enable this function to automatically associate a call to a lead/contact at the end of every call.
   • Choose modules in which incoming calls can be searched under Search incoming calls in modules.

Enable Notifications

You can choose how you want to be notified of CRM actions on your device. Under the Notifications section on the Settings page, enable or disable Sound and Vibration options as per your needs.