Codext CRM

Support

For the Codext CRM app on iOS and Android.

Fastest route to a human: crm@codext.de. For anything reproducible — a crash, a wrong number, a screen that will not load — an issue at github.com/codextde/codext-crm/issues gets a faster answer, because it lands with the people who wrote the code.

Before anything else: the app needs a CRM

Codext CRM is a client. It has no cloud service behind it and no sign-up, because the server half is software you run yourself — open source, MIT licensed, one Docker command: github.com/codextde/codext-crm.

If you have arrived at the app without an instance to point it at, that is the missing piece, and no amount of tapping in the app will produce one.

Connecting

Scan a QR code (the quick way)

  1. Sign in to your CRM in a browser.
  2. Open Settings → Mobile app. A QR code appears.
  3. In the app, tap Scan QR code and point the camera at it.

The code carries the address and the credential, so there is nothing to type. It is single-use and expires after two minutes — if it has been sitting on screen for a while, refresh it and scan again.

Type the address

Tap enter the address on the connect screen and give it your CRM's hostname, e.g. crm.acme.com. https:// is added for you. The app checks the address before asking for anything, so a typo fails at the address rather than after you have typed a password. Then sign in with your usual email and password.

Common problems

"We could not reach that address"

The QR code will not scan

Refresh it — codes live two minutes. If the camera preview is black, grant camera access under iOS Settings → Codext → Camera. If you would rather not use the camera at all, use the address path instead; it reaches the same place.

Signed out unexpectedly

A device can be revoked from the browser (Settings → Mobile app) or from the phone, and a revoked device is signed out on its next request. Tokens also expire if a device goes unused for a long stretch. Pair again and you are back.

Notifications are not arriving

They are off until you turn them on — the app deliberately never asks at launch. Enable them under More → Settings, then check iOS Settings → Codext → Notifications. Push also requires the person who administers your instance to have configured it; the app will tell you plainly if that has not been done.

A screen I use in the browser is missing

Modules switched off for your workspace are hidden here exactly as they are hidden from the browser's sidebar. Ask whoever administers the instance. Everything else lives under More, and More → Tab bar lets you promote any four screens into the bar itself.

Face ID keeps asking

The app lock is optional and configured under More → Settings. Turning it off there stops the prompt. Biometric matching is performed by iOS — the app only ever learns whether it succeeded.

Privacy and data

Your CRM data lives on your instance, not with us. The full detail is in the privacy policy.

Requirements

Still stuck

Email crm@codext.de with your iOS version, the app version (More → Settings, at the bottom) and what you saw. If it is a bug, an issue on GitHub is better still.