ClearView CRM Mobile Administration
Snapshot
About ClearView CRM Mobile administration
For ClearView users to access ClearView CRM Mobile, ClearView administrators must first put users in a ClearView Role that grants the Mobile Feature Access permission to users in that role. ClearView users assigned to a role with that permission can log into the mobile application with their usual ClearView login credentials.
Additionally, to access mobile configuration features, ClearView administrators also need the Mobile Feature Access permission granted to their own ClearView Role.
Once you have applied the mobile permission to your own role, as a ClearView administrator you can configure select screens in ClearView CRM Mobile. These mobile administrative features are found in the main ClearView application's Administration area.
As a ClearView administrator, you can control particular aspects of these ClearView CRM Mobile screens:
| Complete Call Defaults |
When a mobile user opts to create an action after making a phone call, default select Action record fields to streamline mobile user's efforts when documenting their calls. |
| Prospect Import Defaults |
Default select fields for prospect records created by a mobile user importing a contact from their own phone into ClearView CRM Mobile. |
| Prospect Overview Tab Configuration |
Assign prospect summary views, configure tabs, and set a default view for your users. |
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Steps
How to use ClearView CRM Mobile administrative features
To grant ClearView users permission to access to ClearView CRM Mobile and mobile administrative features
To set Complete Call screen defaults
To set Prospect Import screen defaults
To configure the Prospect Overview tab
To grant ClearView users permission to access ClearView CRM Mobile and mobile administrative features:
1. From the user menu, click Administration .
- The Administration screen displays .
2. In Users, click Roles .
- The Roles screen displays .
3. Either click Edit for an existing role that you want to modify to include mobile permission, or click Create New Role to make a new role that will include the mobile permission .
- The Edit Role or Add Role screen displays.
- If you are adding a new role, type a Role Name and Role Description into their respective fields.
4. On the Permissions tab, in the Available Permissions column click the add icon for Mobile Feature Access .
- Mobile Feature Access moves to the Current Permissions column.
- Adjust any other permissions for the role as needed.
- On the Users tab, adjust users assigned to the role as needed.
5. Click Save to save your role, or Cancel to discontinue the process.
- If saved, the Roles screen is displayed with the role you created or updated included in the list.
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To set Complete Call screen defaults:
1. From the user menu, click Administration .
- The Administration screen displays .
2. In Configuration, click Mobile Configuration .
- The Configure ClearView CRM Mobile screen displays .
- The Complete Call Settings screen displays .
5. Click Save to save your settings, or Cancel to discontinue the process.
- If saved, a Save Successful status bar displays.
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To set Prospect Import screen defaults:
1. From the user menu, click Administration .
- The Administration screen displays .
2. In Configuration, click Mobile Configuration .
- The Configure ClearView CRM Mobile screen displays .
- The Mobile Contact Import Settings screen displays .
4. Set the default values for the Address Type, Phone Type, and Email Type fields as you want .
5. Click Save to save your settings, or Cancel to discontinue the process.
- If saved, a Save Successful status bar displays.
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To configure the Prospect Overview tab:
1. From the user menu, click Administration .
- The Administration screen displays .
2. In Configuration, click Mobile Configuration .
- The Configure ClearView CRM Mobile screen displays .
- The Configure Prospect Overview Page screen displays .
- In the Available Fields column, click the add icon for each field you want to display.
- In the Selected Fields column, adjust the order in which the fields display. For any field, click-and-hold the arrow icon. Then drag-and-drop the field in the desired order.
5. Click Save to save your configuration, or Cancel to discontinue the process.
- After saving or canceling, the Configure ClearView CRM Mobile screen displays.
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Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization. If you have questions about your privilege settings, contact your administrator.>
Snapshot
Steps
For help with using the ClearView CRM Mobile application itself, see Mobile Help.
Only ClearView administrative users with 
Glossary terms:
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