Change Theme

To change the color theme for your CRM app on your iOS 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 Last Name of the contacts.

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.

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.

 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.
   

 Enable Google Maps

To enable Google Maps in the CRM for iOS on your iPhone

1. Go to Settings.
2. Under Maps, switch Google Maps ON
   

 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.
   
   • Place Calls Using: Choose the mode by which you wish to place calls to your contacts.
   • 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.

 Display Name Order

For the Leads and Contacts modules you can change the default display name format.

 Configure Smart View Settings

The Smart View is a mobile-friendly view that is available for any module on the CRM iOS app. It is available at four instances: Add Record, Update Record, Details View and Related Lists.

The Smart View is called so because it automatically displays only what is relevant to you. For example, let's say you have several fields with empty values in the Details View of a record. The default view would show a full list of fields including the glaring empty fields. Whereas the Smart View would automatically skip the empty fields and display only those fields with suitable values. This way you do not waste time scrolling up and down your screen looking for relevant information - it is presented to you in the form of Smart View.

To enable Smart View as the default view type

1. Go to Settings.
2. Under the Smart View section, enable or disable the Smart View at the following instances.
   

• Add Record: Fill only the important fields while creating a record.
  
• Update Record: Update only what is important to you while editing a record.
  
• Details View: Skip all empty fields and show only fields for which there is data.
  
• Related Lists: Push all empty related list items to the bottom of the page and show only those for which there is any data on the top of the page.
  

Besides this, you have the option to choose which tab to be displayed by default when you land on a record's details page. By default, the Related tab is shown. When you switch this off, the Details tab is shown by default. You can manually slide to the Related tab on the left.

 Reset the CRM for iOS

You can reset the CRM for iOS if you wish to start from scratch. There are two levels to resetting the app. There is no loss of CRM data in either case.

Reset

Reset is an action made to update the CRM app with the latest data from the Desktop version. When you Reset the CRM app, the latest additions made to the Desktop Version such as custom modules, components etc sync with the mobile app. The App settings configured earlier on the device such as Themes, Grouping and Sorting will be intact.

Reset and Erase Settings

When you Reset and Erase Settings, all the App settings configured on the device such as Themes, Grouping and Sorting are erased and set to default. The app is then updated with the latest data from the Desktop version so that you have a clean slate to work with.