Working on the move
What works well on a phone and what is better left to the big screen. Plus the icon on the home screen.
Click a question to read the answer.
What works well on a phone?
Everything you do standing up:
- Looking up a contact and calling,
- A note after a conversation,
- Ticking off or creating a task,
- Reading a reply in the inbox,
- Setting a follow-up.
The interface adapts to small screens; there is no stripped-down second version that leaves things out.
What should I rather do on a computer?
Everything where you need to see a lot side by side:
- Mapping the columns during a data import,
- The template editor,
- The website workspace,
- Checking a campaign before switching it live.
The last one is not a technical reason but a practical one: you want to read the number of recipients in the confirmation question calmly, not on a station platform.
How do I get an icon on my home screen?
In your phone’s browser, via the share menu: “Add to Home Screen”. The result opens without an address bar and feels like an app.
There is no app in the App Store, and none is planned: everything runs in the browser, and you get updates without doing anything.
Can I make calls through Aurora Hive Sales from my phone?
Browser telephony is designed for the desktop computer. On a phone, the better way is the obvious one: tap the number and call with the phone — the call then goes over your mobile network.
Remember to record the outcome on the contact afterwards. A call that did not go through Aurora Hive Sales is not logged by Aurora Hive Sales either.
Does any of this work without an internet connection?
No. All three programs run in the browser against a server; without a connection there is no data.
What that means in practice: in a dead spot you see a message about the missing connection — your data is not affected. Whatever you have just typed and not saved is usually still in the form; once you are reconnected, try saving first and do not reload the page.
Why should I read the test mail on my phone?
Because most business emails are opened there first — and because three things stand out there that look fine on a big screen:
- The subject line is cut off. About 35 characters are visible.
- A designed header area fills the first screen without saying anything.
- Long paragraphs look like a wall.
Whatever says nothing on a phone in the first few seconds gets swiped away.
What do I need to watch out for in particular on a phone?
Three things that do not matter at a desk:
- Screen lock. An unattended, unlocked phone is open access to customer data.
- Public networks. The connection is encrypted, but people reading over your shoulder are not.
- Screenshots. A quick picture of a contact list then sits in the photo gallery and may end up in a cloud.
The rules are the same as for a printed customer folder — it is just easier to forget them on a phone.
How do I record a conversation while on the move?
Open the contact, tap the number, make the call, and write the note straight afterwards, while it is fresh. For a call back, set the follow-up right away.
That is three steps on the phone and the difference between a conversation that took place and one that is documented. Later at your desk, nobody remembers the details any more.
Is landscape mode worth it?
For tables, yes — contact lists, campaign overviews and anything with several columns are much easier to read in landscape.
For forms and text fields, portrait remains more comfortable, because otherwise the keyboard takes up half the screen.
On a tablet, most views work as they do on a computer; there, even the website workspace is reasonably usable.
Does it use a lot of mobile data?
Very little. What is transferred is text and numbers; the demo films are drawings created in the browser and do not load anything.
What costs data are the usual suspects: uploaded images, downloaded PDFs and the first load after clearing the browser storage. For a daily glance on the move, it is negligible.
Is your question not listed?
Try the search — it covers all chapters at once. And if something really is missing here, let us know: in the program at the bottom right via “Report a problem”.