The app on your phone

Rutba CRM works in any modern phone browser, and you can also add it to your home screen so it opens like an app, full screen and without the browser bar. This page explains how to install it, how to turn on phone notifications, what they show and how they reach you.

Before you start

• There is nothing to download from an app store. The app is the same workspace you use on a computer, installed from the browser.
• You need to be signed in to use it, exactly as on a computer.
• Install it from the address you normally sign in at. If your company has its own address, shown as Company address on Home, use that one.

Install the app

On Android

1. Open Rutba CRM in Chrome and sign in.
2. Open the browser menu (the three dots).
3. Select Install app or Add to Home screen, then confirm.

On iPhone and iPad

1. Open Rutba CRM in Safari and sign in.
2. Select the Share button.
3. Select Add to Home Screen, then Add.

The icon appears on your home screen. On a phone, the sidebar folds into a Menu button at the top of each page.

The menu names above belong to your phone's browser, so they can differ slightly between versions.

What the installed app opens on

What the app keeps on your phone

The app stores only what any visitor could see: the styles, fonts and icons, plus a small "You are offline" page. It also keeps your company's name and the words for a plain alert, so it can show one when it cannot reach the site. No page with customer data is ever saved on the phone. If you lose the connection, the app shows the offline page instead of old data. Reconnect and try again: your data is safe on the server.

Turn on phone notifications

1. Open Notifications in the sidebar.
2. Scroll to Notifications on this phone or computer.
3. Select Turn on. When the browser asks, allow notifications.
4. Select Send a test. The page says Sent. It should appear within a few seconds. The test shows You have a new alert., or your latest alerts if some were just sent.

The panel then says Notifications are on for this device. Do this on each phone or computer where you want alerts. Turn off stops them on that device.

The panel can also say:

• Notifications are off on this device. Select Turn on.
• Notifications are blocked for this site in the browser settings. Allow them there, then come back. Allow notifications for this site in the browser or phone settings, then reload the page.
• This browser cannot show notifications. Use another browser.
• On iPhone and iPad, first add this site to the Home Screen: tap Share, then Add to Home Screen, and open it from there. On iPhone and iPad, web notifications work only in an app added to the home screen. Install it, open it from its icon and turn notifications on from inside it.
• Phone notifications are not switched on for this site yet. The platform administrator turns them on. The platform has not set them up yet.

What a notification shows

A notification shows the company's name and the alert's words, the same as in the list, for example "New message from …".

Those words never pass through the phone maker's service. The push sent through Google's, Apple's, Mozilla's or Microsoft's service carries no content at all: it only wakes the device. The device then asks this site, with your own signed-in session, what the alert says, and shows the answer.

• Signed out, or no connection: the device cannot ask, so it shows only the company's name and You have a new alert., in your language. Tapping it opens your list of companies, where you sign in.
• Many at once: when more than 3 alerts arrive together, they become one notification, such as "5 new alerts", that opens your Notifications page.
• Tapping an alert opens what it is about, such as the deal or the conversation, and marks it as read. If the app or a tab of the site is already open, it opens there instead of in a new window.

Which alerts reach the phone, and the hours it stays silent, are your choice: see Notifications.

Company addresses and the main address

A phone listens on the address where you turned notifications on.

• Turned on at your company's own address, it hears only about that company.
• Turned on at the main address, it hears about your companies that have no address of their own.
• To get alerts for a company with its own address, open that address, sign in there and turn notifications on from its Notifications page. Send a test sends only to devices listening on the address you are on.

Good to know

• A phone notification is sent only for alerts from the last hour. If your phone was off for longer, nothing old arrives later, but everything is still in the bell and under Notifications.
• Alerts held back by a cleared group or by quiet hours are never sent to the phone later. They stay in the list.
• Where the phone supports it, the app icon shows how many alerts you haven't read.
• Notifications are tied to you and to that browser. If you share a device, select Turn off before someone else signs in on it.
• To stop phone notifications, select Turn off, or block them for the site in your phone's notification settings or the browser's site settings.
• Email reminders are separate and set under Email and language on the Notifications page. See Languages and time zones.

Troubleshooting

• I don't see "Turn on". Read what the panel says: the platform may not have set up phone notifications yet, your browser may not support them, or on iPhone and iPad the app has to be installed and opened from its icon first.
• "No device is listening on this address. Turn notifications on first." This device turned notifications on at another address, or not at all. Select Turn on on the address you are on.
• I turned it on but nothing arrives. Check that the alert's group is ticked under Which alerts reach the phone, that you are not inside your Quiet hours, that notifications are allowed for Rutba CRM in your phone's settings, and that the phone is not in a focus or do-not-disturb mode. Rutba CRM sends only to the push services of Chrome, Safari, Firefox and Edge, so other browsers may not receive anything.
• My phone shows "You have a new alert." with no detail. The app could not ask the site: you were signed out or offline. Open the app and sign in to see the alert.
• I don't get alerts for one of my companies. If that company has its own address, turn notifications on there too.