Quick answers
Sync status says offline
Confirm the iPhone is online and signed into iCloud, then open More → Sync and tap Sync now.
A coworker cannot join
Confirm both people have a compatible CRM-ish version, are signed into iCloud, and open the newest invitation link.
Need a backup
Open More → Data portability and select Export complete archive.
Camera does not open
Open iPhone Settings → Privacy & Security → Camera and allow CRM-ish access.
Getting started
On first launch, CRM-ish checks iCloud for an existing or shared workspace. If none exists, onboarding will help you create a workspace and first event. You can then create contacts from Home or the Contacts tab.
An Apple Account signed into iCloud is required for synchronization and workspace collaboration. CRM-ish keeps a local cache so temporary iCloud interruptions should not prevent basic local use.
Synchronizing with iCloud
- Confirm the iPhone has an internet connection.
- Confirm the device is signed into iCloud and iCloud Drive is enabled.
- In CRM-ish, open More.
- Under Sync, tap Sync now.
The status should change to Synced with iCloud. If it does not, include the exact status message when contacting support.
Inviting a coworker
Only the workspace owner can invite additional people.
- Open More → Workspace.
- Tap Invite coworkers to manage invitations, or AirDrop or share invite link.
- Send the invitation using AirDrop, Messages, Mail, or Copy.
- The recipient installs CRM-ish, signs into iCloud, and opens the invitation link.
To remove access, return to the coworker access list. Follow-ups assigned to a removed participant are moved to Unassigned.
Taking photos and scanning contact QR codes
Inside a contact, choose Take Photo, Scan Contact QR, or Choose Existing Photo. Camera permission is requested only when a camera feature is used. QR details are placed into the contact form so you can review them before saving.
CRM-ish does not read the device address book. QR results vary because conference badges and QR generators do not all use the same contact format.
Importing and exporting
Open More → Data portability to:
- Export a complete CRM-ish archive, including contact photos.
- Import a previously exported CRM-ish archive.
- Export active contacts as a CSV file.
Reimporting the same archive updates matching records by their internal identifiers instead of creating duplicates.
Deleting and restoring information
- Swipe a contact to archive it. Open Archived Contacts to restore it.
- Delete an event from the Events list or its edit screen. This also deletes the event's contacts and follow-ups.
- A workspace owner can delete a workspace from More. A participant can leave a shared workspace there.
Export a complete archive first if you may need the information later.
Contact support
Include your iPhone model, iOS version, CRM-ish version, the exact Sync status, and steps to reproduce the issue. Please do not send confidential contact records or unredacted screenshots.
Email support@mikegibby.com