Customizing your app

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Home > Mobile app > Customizing your app

Customize your app’s navigation, collections and more so you can quickly find what you need, wherever you are.

In this lesson you'll learn:

How to make your most important data more accessible
Our tips for customizing collections and finding data faster
How to show details of individual records — or hide them
How to automatically log calls with contacts
Where you can choose a light or dark theme

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Transcript

You can set up the Ontraport mobile app around the way you work. In this lesson, you'll choose your navigation shortcuts, pick the fields and widgets your records show, and use Settings to log calls automatically, control Inbox notifications, and switch themes. Most of this lives in the app's settings. Tap the menu icon, then Settings. Start with Edit navigation. This is where you choose which collections you get quick access to. Drag the move icon to put them in order, and tap the eye icon to hide any you don't need. The top three collections on your list become the buttons on your navigation bar. Tap the checkmark to save. Put the collections you use most at the top, so they're always one tap away. Want a different icon for a collection? Change it on desktop. Click your profile icon, then Administration, then Customize navigation menu. Hover over the item and click the Edit icon. You can change the icons for Contacts and custom objects, but not for default items like Systems, Dashboard and Pages. Next, your records. Every record has three pages: Overview, Details and More. You can choose which fields show on the Overview and Details pages. Tap the settings icon. Tap the plus sign to add a field, drag the reorder icon to change the order, and swipe left to remove one. Then tap the checkmark to save. Keep it to the fields you actually need, so there's less to scroll through. One more thing: when you create a new record in the app, you'll fill in the same fields you've chosen for the Details page. The More page shows related records, like notes and tasks, as widgets. Tap the settings icon to choose which widgets show and in what order. The eye icon shows or hides a widget, the move icon changes its position, and the checkmark saves. If you make sales calls from the app, turn on Auto log calls. Go to Menu, then Settings, then Auto log calls. After each call, a note form pops up, so you can log what happened while it's still fresh. To hear about new conversations right away, go to Menu, then Settings, then Inbox notifications. They use your phone's own notifications. Choose whether to be notified about all conversations or only the ones assigned to you. Finally, pick a look. Go to Menu, then Settings, then Theme. Light gives you a white background, Dark gives you a black one, and System follows your phone's setting. So: keep your most-used collections in the navigation bar, show only the fields and widgets you need, and use Settings to log calls, manage notifications and choose your theme. Next up: mobile app security.