How To: Customize Your App

Megan Jackson

Did you know you can completely customize the look and feel of the mobile start screen and your form designs? It’s as easy as saying, “1, 2, 3…”! Add a mobile database, forms, reference docs, instruction videos, the list goes on and on!

Follow the steps below to learn where these features are and to see some fantastic examples of branded mobile dashboards and forms!

First things first: where do I go? To get to the place where you go to customize your mobile dashboard, just click on “App Setup” under the “Apps” tab in the menu bar on the left-hand side of the screen. The App Setup page allows you to choose your own colors (using Hex Code) for the title bar, background, and text. You can also upload your own logo under “Title Bar Image” (must be a PNG file type). You even have the ability to change the mobile app settings to your little heart’s content!

Take your customization a step further and change the icon style, color, or upload your own. Just select “customize icons” below the App Setup in the upper left corner.

Here are some GREAT examples of branded mobile dashboard. Go ahead and use them as ideas to get started on branding your own!

So we’ve talked about how you can completely customize and brand your mobile dashboard, but what about your forms? First start in the drag-and-drop form designer in the cloud dashboard. The field properties give you different ways to format and customize the look and feel of your overall form. For example, use the section field to add your company’s logo. You can change the font and background colors of your fields to match your company colors. Have fun with formatting your forms! There are no wrong ways to do it. :) Need some help? Call our support line or engage our consulting group to customize it for you.