Send email or SMS

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Version: 10
• 4 minutes to read
 • 4 minutes to read

You can send an SMS or an email to one or more persons from the following places in Mobile CRM:

  • The Project and Selection tab on the main Contacts page.
  • The Group tab on the main Contacts page
  • The Task menu in the Details tab of a person.
  • The Task menu in the Participants tab of a follow-up.
  • The action button for email at the top of your screen (icon).

Steps

  1. Click on the email address on a company or contact to send an email or on a contact’s mobile number to send an SMS.
  2. Write your message in the message field.
  3. Select Send.

Contact screen

  • To send an email, tap to select the email address (1) of the contact OR select Send e-mail from the Task menu.
  • To send an SMS message, tap the SMS icon (2) at the top of the contact.

Mobile CRM: Send email or SMS -app-screen

Note

If the SMS icon is inactive or the Send e-mail option is not visible, it means that the contact does not have a phone number and/or an email stored on their card.

Sales, Project, and Selection search screens

  1. Tap the Home icon on the main screen, then on Company/contact.
  2. In the search screen, search among all SuperOffice users (1), projects (2), and selections (3) in your Mobile CRM.
  3. At the bottom of the list, you will see two buttons that allow you to send an email (4) or an SMS (5) to all users from the selected group, project members from the selected project, or selection members from the chosen selection.

Mobile CRM: Send email or SMS -app-screen

Appointment card

  1. Go to the Diary screen and select a follow-up.
  2. Tap the Task icon (1) to see options to either send an email or an SMS (2) to all attendees of this follow-up.

Mobile CRM: Send email or SMS -app-screen

Project screen

  1. Go to the Project screen and select a project.
  2. Tap the Task icon to see options to send an email or an SMS to all members of this project.

Mobile CRM: Send email or SMS -app-screen

Add signature to SMS

To add your professional signature automatically to SMSes sent from Mobile CRM:

  1. Tap the Task icon, go to Settings, and then choose SMS settings.
  2. Select Add signature (1).
  3. Select the signature line to edit your signature (2).
  4. Save.

Mobile CRM: Add signature to SMS -app-screen

No current email account

What to do when you cannot send an email and get a notification "No current e-mail account" on the Mobile CRM app?

Mobile CRM: No current email account -app-screen

The message pops up when your email account is not configured in SuperOffice CRM.

  1. Tap OK on the information message. This opens the settings.

  2. In Email settings, select E-mail client and choose to use either System default or SuperOffice as your email client.

  3. If you chose SuperOffice, configure your default email client in SuperOffice CRM.

    If you chose System default, you will get an option to choose the default system email application the next time you send an email.

    System default email client -app-screen

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