Whether alerts are on here

Opened from the installed app, Settings > My preferences > Install app says where alerts stand on that device, because installing makes them possible and never turns them on. With alerts on it says Laureo is installed here and alerts are on for this device. Otherwise it says Laureo is installed here. Alerts are not on here yet. beside a Turn on alerts button, which takes you to Settings > My preferences > Notifications, where you turn them on.

A back control on records and settings

An installed app has no browser Back button, so the company, person, deal, quote, invoice and project pages, each settings section and the help articles carry a round Back control at the top left, which stays in reach as you scroll. It steps back to where you came from: the list where you left it, with the same filters and scrolled to the same place. When there is nothing in the app to step back to, because you opened the page from a link, it opens the list instead. In settings that is the settings list when the window is narrower than 1024 pixels; on a wider window, such as the installed app on a computer, there is no separate settings list, so it opens your Profile settings and the settings menu beside it leads to the other sections. The control shows whenever the window is narrower than 1024 pixels, whatever the device, and at every width in the installed app. A browser tab 1024 pixels wide or wider does not show it, on a computer or on a tablet such as an iPad held sideways, because the browser's own Back does that job; there the quote and invoice headers keep their Back to quotes and Back to invoices arrows.

Share or copy a link to a record

The company, person, deal and quote pages have one control for sending someone a link to the record, in the header's More actions menu (the three-dot button, or More on a deal), on a phone, a tablet or a computer. Where your device has a share sheet it reads Share and opens the sheet, which can copy the link too; where it has none it reads Copy link. An invoice has the same control as an icon at the right end of its header, on any device. The link and the record's name (an invoice's number) leave Laureo when you share: the app you share to may use the name as a subject or a preview, so it can reach the person you send it to even before they open the link, and they still need access to open the record itself. Copy link copies only the link and says Link copied.

A Back step returns you to where you were in a list

Scroll down a list, open a record, then go back with the browser's Back or with a system Back, such as an Android phone's Back gesture, and the list is where you left it rather than at the top, including the desktop tables that scroll inside their own frame. If the list has become too short to reach that point, it stays at the top. The Back control at the top of a record does the same: it steps back to the list where you left it. An iPhone or iPad Home Screen app has no Back gesture, so there that control is the way back.

A launch screen on iPhone and iPad

Opening the installed app on an iPhone or iPad shows a Laureo launch screen in your device's light or dark appearance while it starts: the outline of the app's first screen with the Laureo mark in the middle, so the app opens into the same picture. It follows your device's appearance, not the theme you choose in Laureo. On a few sizes (the 13-inch iPad Pro and iPad Air, the 12.9-inch iPad Pro, older iPads and the first iPhone SE), and when opened sideways, you see a plain screen in your device's appearance instead. On an iPhone or iPad, if you added Laureo to your Home Screen before this update, remove it and add it again to get the new icon and launch screen. You will need to sign in again.

It reopens the section you were last in

When you open the installed app from its icon after it was closed, by you or by your phone in the background, it takes you back to the section you were last using, such as Deals, Calendar or Email, if that was within the last 12 hours. It opens that section's main page, not the record or the place in the list you had open, and settings and admin pages do not count as a section. Otherwise it opens on Home. A shortcut on the app icon and an alert open their own page instead, and signing out forgets the section. On an iPhone or iPad, a Home Screen app added before this update may keep opening on Home until you remove it and add it again, as described above.

Links stay inside the app

In a browser, some Laureo links open in a new tab, such as a ticket opened from a Service queue. In the installed app those links open in the app window instead, so you stay in the app. Public pages, such as the terms, the privacy policy and the help center, still open on their own. If the page you are on has unsaved changes, the link opens a new window, so your changes are kept. An invoice PDF opened from the invoice list is saved as a file rather than opened over the app.

A shortcut or a link while the app is open

In Laureo installed from Chrome or Edge on a computer, the app icon's menu offers Companies, Pipeline and Calendar. Choosing one while the app is already open brings that window forward and opens the page in it, and so does a Laureo link your browser hands to the app. Opening the app from its icon while it is open just brings the window forward, where you left it. If the page you are on has unsaved changes, the window comes forward without leaving that page, so nothing is lost.

Saving a file on an iPhone or iPad

In the Home Screen app, most files you save, such as an export, a PDF or an attachment, open your device's share sheet instead of opening over the app; choose Save to Files there to keep one. When Laureo has to fetch the file first, the share sheet may not open on its own. A notice then says File ready with Save: tap Save to open the share sheet. In a browser, and on other devices, files download as before.

The top strip follows your theme

The strip at the top of the app window, and the status bar area on a phone, takes the colour of Laureo's own theme as set in Appearance Settings (System follows your device), so it never sits as a dark band over a light page or the other way round.

A line at the top of the screen

If the connection drops while Laureo is open, a line at the top of the screen says You're offline. Changes won't save until you reconnect. When the connection comes back the line says Back online. and then goes away. Screen readers announce both.

When the connection is unstable

Sometimes your device shows a connection but nothing gets through, on a weak signal for example. After three requests in a row go unanswered, the line at the top of the screen says Connection is unstable. Some things may not load or save. It goes away by itself as soon as a request gets through, and you can dismiss it. If a save runs out of time, its message says The connection timed out, so check whether this saved before you try again. Laureo never sends a save a second time by itself, so look at the record before you repeat it.

Nothing saves while you're offline

Laureo does not keep changes to send later. While you are offline, the save button in the activity form (Log activity, Add task, Schedule meeting or Save Changes) and the create button in quick create are turned off, with the reason beside them: You're offline. Reconnect to save. On a phone the create button reads Create, at the top of the sheet; on a wider screen it names what you are creating: Create Company, Create Person, Create Deal, Create Task or Create Project. A field you edit in place on a record stays open with what you typed or picked and the same reason under it. They turn back on by themselves when you reconnect, and nothing is lost: press the button again, press Enter in the field, or pick the choice again. On the task board on a computer, drag and drop is off until you reconnect.

If a save fails because the connection dropped, the message says You're offline. Nothing was saved. Try again when you're back online. If you are connected but Laureo cannot be reached, it says Couldn't reach Laureo. Try again. Moving a deal to another stage on the deal board works the same way: the deal goes back to the stage it was in, with the same message.

A page that could not load

If a page is still loading while the connection is down, Laureo loads it again by itself as soon as the connection returns. If the page has still not loaded ten seconds after you opened it, a line at the top of the screen says Couldn't load this page. with Try again. While you are still offline it says Couldn't load this page. It will try again when you're back online. On a phone, once you are back online, tapping the tab you are already on also tries again.

If a page you open while offline does not open at all, the line appears on the page you are on after a moment and says Couldn't open that page. It will open when you're back online. Once you are back online, Laureo opens it for you, and if that does not work the line says Couldn't open that page. with Try again.

The line sits under the offline notice, and dismissing that notice hides both until you are back online. Laureo never leaves a page with unsaved changes on its own, and asks first when you tap Try again. In some browsers a page that could not start loading at all shows the browser's own no-connection message instead; open it again once you are back online.

Signing out needs a connection

If you press Sign out while you are offline, Laureo keeps you signed in and says You're offline. Connect to sign out. Sign out again once you are back online.

If Laureo cannot check your account

Before it opens a page, Laureo checks your account. If that check cannot be completed, Laureo does not sign you out. During a short problem on our side you carry on as normal for up to a minute. If the check keeps failing after that, or cannot be completed for another reason, Laureo shows a short page that says We couldn't check your account just now. and You're still signed in. Try again in a moment. with Try again, which opens the page you asked for once the check works again, and Sign out, which signs you out on this device and opens the sign-in page.

Install from inside the app, not from the public website

The marketing website is no longer installable. Installing from there used to produce an app that opened the marketing homepage rather than your CRM, which was worse than no app. Install from Laureo itself, signed in.

The sign-in page keeps your browser's own hint

On the sign-in page Laureo stays out of the way and lets Chrome show its own install hint if it wants to. Nobody is signed in there, so there is no card or settings row that could use the prompt anyway.