Put the app on your phone

Make your app icon, your logo with CRM under it, so every phone that adds the app shows your brand on its home screen.

WhereSettings›System›Company

When someone adds the app to their phone's home screen, the phone takes an icon and a name for it. Make that icon once and every phone that adds the app from then on gets your logo with CRM under it.

Make your app icon

  1. Upload your logos first: see Set your company details and logo. A Square mark with a transparent background makes the best icon.
  2. Open Settings, System, Company and find App icon, under the logo slots.
  3. Pick the Picture (Square mark, Logo or Logo for dark backgrounds) and the Background (White, Main color or Highlight color). The preview shows the icon as an iPhone and an Android phone draw it.
  4. Check Name under the icon. It starts from your company name, for example Summit CRM. Short reads best.
  5. Press Make my app icon. It is saved for every phone at once.

Have a finished icon from your designer? Press Upload my own icon instead. It must be square, a PNG or JPEG, at least 512 pixels for a sharp icon.

Add the app on a phone

  1. Open the app's address in Safari (iPhone) or Chrome (Android) and sign in.
  2. On an iPhone, tap Share, then Add to Home Screen. On Android, open the browser menu and add it to the Home screen.
  3. The icon on the home screen is your app icon. Open the app from it from now on.

See Use it on your phone for the tabs, phone alerts and working with no signal.

Good to know

  • A phone keeps the icon it was given. A phone that added the app before you made the icon keeps the old one. Remove the app from the home screen and add it again. On an iPhone: press and hold the icon, Remove App, then add it again from Safari. On Android: remove it and add it again from Chrome's menu.
  • Uploading a new Square mark draws the icon again on its own. Your own uploaded icon stays until you make or upload another.
  • Use the standard icon goes back to the plain CRM icon.
  • The browser tab still shows your Square mark.

If something goes wrong

  • The phone still shows the old icon. Remove the app from the home screen and add it again. Phones never update an icon they already have.
  • "An app icon is square." Your own icon was not square. Crop it to a square, or use Make my app icon to draw one from your logo.
  • The logo looks small on the icon. A wide logo leaves room above and below. Upload a Square mark and pick it as the Picture.
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