The CRM in the QrX app now has your agenda, meetings and forwarded e-mails, like the CRM in QrX Portal. You can see your week, plan a meeting on the road, and keep customer e-mails on the person's timeline.

Connect your work account in the app profile, the same link you use for the Message Centre. In QrX Portal, an administrator gives your role the matching CRM settings under Settings > Roles: viewing the CRM, viewing the calendar and, for planning meetings, editing CRM records or managing meetings. Deleting a meeting needs the setting to manage meetings. Your plan must include the calendar and e-mail filing.

Tap the calendar icon at the top of the CRM. You see your own week: meetings, tasks that are due and deals that close, grouped per day. Use the arrows to move between weeks and tap the dates to jump back to this week. A private meeting of a colleague only shows as Busy. Tap a meeting to open it, a task to open your tasks or a deal to open the deal.

Tap the plus button in the agenda, or New meeting on a person, to plan a meeting. Fill in the title, the date, the start and end (or All day) and, if you like, a location, a video link and notes. Switch on Private so colleagues only see that you are busy. Open a meeting to use Join video call, to edit it or to delete it. Meetings of a person also appear on the person's timeline.

Open a person and look for FORWARD EMAILS. Tap Copy address. Forward an e-mail with this person to that address, or put the address in Bcc, and the e-mail appears on the person's timeline. Tap the entry to read it.

E-mails sent to your company address that match nobody wait under Unassigned emails (the mail icon at the top of the CRM). Tap Link to a person to choose the person, or Discard to drop the e-mail.

Contact QrX support when the calendar or mail icon does not show although your administrator switched the features on, or when a forwarded e-mail does not appear on the timeline after a few minutes. Mention your organization name and the time of the meeting or e-mail.