Mobile App CRM Interface and Tutorials

The Mobile App is a browser-based app that integrates to the desktop version of QuickEasy BOS. It has three main functions:

1. Allowing business owners and managers to view their key metrics from anywhere in the world.
2. Allowing users to record their timekeeping, travel times, and distances from their mobile phones.
3. Allowing reps to manage their customer records from anywhere.

To fully utilise the Customer Relationship Manager (CRM), users must have access rights to view and edit Contacts and Customer accounts.

• Lists the customers alphabetically displaying their names and categories.
• Includes an icon that is colour-coded to match the status of the customers.
• Includes a left click / tap context menu.

---

Context Menu and Related Functions

Menu Option	Description
View Customer	Opens an interface with the customer’s Contact details, Employee details, Notes, and Attachments. Includes these buttons: View: Opens the contact information and includes these buttons. – Edit: Allows the fields to be edited. If clicked the buttons are changed to Save or Cancel. – – Clicking Save (button) returns to the contact page. – – Clicking Cancel (button) discards the changes and stays on the Edit screen. – Back: Returns to the contact page. Back: Returns to the list of customers.
Add Note	Opens a Note Editor for users to type a new note. The interface includes Save and Cancel buttons to save or discard the note.  Clicking the Save or Cancel buttons returns users to the customer list.
Upload Image	Buttons: Take a Photo: Opens the camera attached to the device and requests permission to use it. – Users can select a different camera using the two circular arrows on the bottom right (e.g. front camera, back camera). – Users can capture an image by pressing the circle in the middle. – – If a photo was taken users may accept it by clicking / tapping the green checkmark or discard it by clicking the grey cross. – – Clicking the grey cross allows users to take another photo. – – Clicking the checkmark prompts users to type a filename for the image and to click the Save or Cancel buttons. – Users can click the image icons on the bottom left of the photo preview to upload a photo instead of capturing it. – – A file navigator is opened for users to select the file. – – Users are then prompted to enter an image description and to click the Save or Cancel buttons. Back: Returns to the list of customers. If an image was successfully captured or uploaded it will appear on the Attachments list of the applicable customer.
Upload Document	Buttons: Select a File: Allows users to navigate to the file on their device. Drop a file here: Allows users to drag a file over the text to upload it. – Once a file is selected users are prompted to Upload the file or Cancel the upload. – If Upload (button) is clicked users are returned to the list of customers. – If Cancel (button) is clicked users are returned to the upload screen. Back: Returns to the list of customers. If successfully uploaded the document appears on the Attachments tab.
Navigate	This function is for users who are travelling to a customer. It only works on a mobile device that has a navigation app installed. It opens the customer’s address (GPS coordinates) on the default map app. It starts navigating from the user’s current location to the customer’s address (destination).
WhatsApp	Only works if users have the default messaging app installed on the device that they are accessing the mobile app form. Opens the messaging app to message the client. In this example, WhatsApp is the organisation’s default messaging app. If another app is chosen under Settings, that apps name will appear in the place of WhatsApp.
Call	Only works from a mobile device. Opens the device’s telephone and prefills the customer’s phone number. If the customer’s phone number is not on their contact details an error message is displayed alerting the user to the missing information.

---

CRM Tutorials

These tutorials explain how to use the CRM feature. Where an instruction uses the word click, it means left click or tap.

How to View a Customer’s Information

1. Login to the Mobile app.
2. Click CRM (button).
3. Click a Customer on the alphabetical list of customers to display a context menu.
   • Note: The colour-coded icons next to the customer names depict their Statuses (e.g. A for Active).
4. Click View Customer on the context menu.
5. Click any of the tabs to see information about the customer.
6. Click View (button) to view additional information.

---

How to Edit a Customer’s Information

1. Login to the Mobile app.
2. Click CRM (button).
3. Click a customer on the alphabetical list of customers to display a context menu.
4. Click View Customer on the context menu.
5. Click View (button) to view the editable information.
6. Click Edit (button).
7. Change any of the fields as needed.
8. Click Save (button).
   • Note: Click Cancel (button) to discard the changes.

---

How to Message a Customer

In this tutorial WhatsApp is the default messaging app. If you selected a different default, WhatsApp is replaced by the name of your default messaging app.

1. Login to the Mobile app.
2. Click CRM (button).
3. Click a customer on the alphabetical list of customers to display a context menu.
4. Click WhatsApp on the context menu.
5. Follow / accept the prompts that request permission to open WhatsApp. 
6. WhatsApp is opened with the customer selected, ready for you to type a message.

---

How to Phone a Customer

Phone and messenger numbers must include the country code in this format: international dialling code, first three numbers converted to two numbers (drop the leading zero), the rest of the numbers (e.g. +27 82 123 4567 where +27 is the international dialling code for South Africa and the rest of the numbers are an imaginary mobile-phone number). 
Spaces are acceptable, they are automatically removed when the number is used.

1. Login to the Mobile app.
2. Click CRM (button).
3. Click a customer on the alphabetical list of customers to display a context menu.
4. Click Call on the context menu.
5. If you have a default app for calls, it is opened and the customer’s phone number prefilled otherwise a dialogue will open requesting you to select an app.

---

Adding Information

• Once a note, document, or image is attached they can be viewed on the applicable tabs when viewing a Customer on the mobile app.
• They can also be viewed on the desktop app. If you had notes and attachments open on the desktop app, click Refresh (button) on the notes-and-attachments panel to display those uploaded from the mobile app.

How to Add a Note

1. Login to the Mobile app.
2. Click CRM (button).
3. Click a customer on the alphabetical list of customers to display a context menu.
4. Click Add Note on the context menu.
5. Reference = Type a reference for the note.
6. Note = Type the note in the block provided.
7. Click Save (button).
   • Note: You can click Cancel (button) to discard the note. Warning: The note is discarded without a confirmation request.

---

How to Add an Image

1. Login to the Mobile app.
2. Click CRM (button).
3. Click a customer on the alphabetical list of customers to display a context menu.
4. Click Upload Image on the context menu.
5. Click Take a Photo (button).
   • Note: If permission was not previously granted, the app will request permission to access your camera.
6. Click the applicable button at the bottom of the image (or black screen):
   1. Picture Icons: Allows you to upload an image:
      1. Navigate to the image you want to upload using the file browser that was opened.
      2. Click the file and click Open (button).
      3. Type a description for the image in the Image Description block.
      4. Click Save (button).
   2. Round Circle: Captures whatever you are pointing the camera at.
      1. Click the grey X to discard the photo and take another photo.
      2. Click the green checkmark to accept the photo.
         1. Type a description for the image in the Image Description block.
         2. Click Save (button).
   3. Circular arrows: Allows you to choose a different camera (e.g. the front or back camera on a mobile device).

---

How to Add a Document

1. Login to the Mobile app.
2. Click CRM (button).
3. Click a customer on the alphabetical list of customers to display a context menu.
4. Click Upload Document on the context menu.
5. Click Select a file or drag a file over the text: Drop a file here.
6. Click the file you want to upload. The file must be a .pdf file and less than 50mb.
7. The name of the file is filled in but can be edited.
8. Click Upload (button).

---

How to Navigate to a Customer

• For this feature to work:
  • The customer must have a street address.
  • This address must be selected as the default physical address.
  • The address must include valid GPS co-ordinates.
  • We recommend you test the co-ordinates first by typing them into a map’s search field and checking if the right location is pinpointed (map apps are inconsistent).
  • Warning: If you access this feature more than once in a short space of time, and use Google Maps, you may have to prove to Google that you are not a robot before Google Maps is opened.

1. Login to the Mobile app from a mobile device that has a map app installed.
2. Click CRM (button).
3. Click a customer on the alphabetical list of customers to display a context menu.
4. Click Navigate on the context menu.
5. Your default map is opened with directions from your current location to the customer’s location.

---