Mobile Set-up and Settings (old version only)

To connect to your Centerbase mobile app, complete the following steps:

1. Download the mobile app from the Apple Store or Google Play (searching Centerbase will find it easily enough!).
2. Input firmprefix.centerbase.com/mobile   in for the Server (you can leave off /mobile if using an iPhone), leave the port blank and use your regular Centerbase credentials to login.
3. On first login, you will be asked to create a PIN for faster, secure access. Choose something you will remember. If you ever forget, just contact Centerbase Support to have it reset.

The Admin tab of the PC Client also contains many of the settings for the Centerbase Mobile application. Clicking the Options button from the Admin tab gives a pop-up dialogue with 3 main sections: Item Types, Line Customization and Form Fields.

The Item Types settings allows you to choose what items are available to users in the mobile app (matters, clients, etc.) by checking the corresponding checkbox. Once logged into the mobile app, users can manage what items show on their main taskbar (4 max, other live under the More tab).

The List Customization allows you to set the Description Line (main record name in bold), subtitle fields (smaller grey text under Description line) and how the list sorts on a per item basis.

Finally, the Form Fields section allows you to decide which fields show on each record and what order they appear in on a per item basis.

For more information on IOS mobile timekeeping:

IOS Mobile Timekeeping