Configuring the Centerbase Mobile App

The Mobile App

Centerbase provides a mobile app for reference and timekeeping. For more information on using the app, see this article: Centerbase Mobile App – Centerbase. This article will be focused on format configuration. 

Customization

Each section of Centerbase on the mobile app can be configured to show the data needed/desired. If fields are missing, or unneeded fields are currently showing, those can be added or removed as needed. Please note: Changes made to the form will affect all users in the mobile app. 

The Admin Tool 

The Admin Tool is required to make changes to the mobile app configuration. More information on the Admin Tool, as well as a link to download, can be found here: Windows Administrative Tool – Centerbase.

Once the Admin Tool is installed and the user logged in, click on the Admin Tab. Under the Admin tab, at the furthest right point on that bar, there is a button named Options, for the Mobile Devices group: 

Clicking on the Options button will open the interface to set Mobile options. 

Item Types

Selecting the Item Types option allows the adding and removing of sections of Centerbase that will be needed by the app users.

The items selected here and the order will determine what shows in the app menu, reached by clicking on the three lines at the top. 

Here is an example of the Item Types that are selected verses how they show in the app. 

To remove an item, the box can be checked next to the Item in the list, or the words selected, and the Select or Deselect button clicked. The order can be adjusted for user preference by clicking on the Item Type and hitting the Move Up or Move Down buttons.  

List Customization

This setting determines how each item will display when viewing from the list of records. It can be set for each of the record types that have been set up to show up in the app. Click on List Customization to expand and see the three settings to change: Description Line, Subtitle, and Sort Order. 

Description Line

One only one option can be chosen from the list, and the list will change based on the Item Type chosen from the dropdown.  

Subtitle

This determines what appears on under the Description Line in the List View. Here's an example of the settings versus what shows in the list view. 

Sort Order

Sort Order, like the description line, and only have one selected value, which will be chosen from the list that shows for the selected Item Type. 

Form Fields

The Form Fields section is going to allow you to decide what fields will be show in the app. Here is an example of the settings versus the form. 

The App Versus the Website

The fields do not have to be set to the same as what shows in the Centerbase website. It can be adapted to show information that will be more useful in the app setting, such as mobile phone number and email addresses for Contacts, but anything available under each Item Type selected can be added to the form.