The Mobile section includes topics covering working with and troubleshooting Sugar's various mobile applications. User Guides, Installation Guides, Release Notes, and Supported Platforms are also available from the Mobile Solutions page.
- Accessing Sugar From a Mobile Device
Accessing your Sugar instance while away from your desktop computer is easy with Sugar's mobile solutions. This article explains how to access and work with your CRM from an app or mobile browser.
- App Signing for MACS
Sugar's Mobile Application Configuration Service (MACS) enables partners and eligible customers (i.e. Enterprise and Ultimate) to create and distribute custom-branded versions of the SugarCRM Mobile app. Before downloading your app from MACS for distribution, you must provide MACS with a certificate and other information in order to digitally sign the app. App signing allows the client (i.e. phone or tablet running your app) to identify who signed the app and to verify that it has not been modified since you signed it. The certificate serves as a virtual fingerprint that uniquely associates the app to you. This also helps iOS and Android ensure that any future updates to your app are authentic and come from the original author.
- Editing Layouts for SugarCRM Mobile
Admin users can easily customize their SugarCRM Mobile app layouts via Admin > Studio to suit their business needs. Studio is available when accessing the desktop version of the Sugar® instance. For more information about altering various mobile layouts, please refer to the Studio documentation.
- Enabling Offline Access in SugarCRM Mobile
SugarCRM Mobile allows users' mobile devices to access Sugar® records, manage daily activities, initiate phone calls, send SMS and emails, map addresses, and more while away from their computers. For instances running Sugar version 7.1.5 and above, administrators can enable offline capabilities for SugarCRM Mobile. This feature allows your mobile device to cache records for offline viewing as well as buffer changes you make to records while offline which can then be synced upon reconnecting. Viewing a record in any list view, record view, or edit view will cause it to be automatically cached to your local database. For more information on offline caching, please refer to the SugarCRM Mobile User Guide for your specific mobile device (i.e. Android or iOS).
- Deep Linking for SugarCRM Mobile
Mobile deep links are URLs that launch an app such as SugarCRM Mobile app from links from outside the app. For example, when a mobile device user receives a text or email message that contains a deep link to a Sugar® record, the device will recognize the deep link and open the record via the SugarCRM Mobile app as opposed to in the device's browser. This article explains how deep linking works as well as how to create mobile deep links.
- Sending a Log File From SugarCRM Mobile
When troubleshooting an issue in SugarCRM Mobile, Sugar's support team may ask you to email the application's log file directly from your mobile device. This file contains any errors that have occurred in your specific SugarCRM Mobile app which may assist in troubleshooting the problem. This article covers how to collect and send the log files from SugarCRM Mobile to our support team.
- Sugar Mobile : Troubleshooting on Blackberry
When attempting to access a Sugar instance from a Blackberry Smartphone may result in the following message:
- Sugar Mobile : Troubleshooting Missing Records
After downloading the Sugar Mobile application on your mobile device, one or more modules may not display any data even though data is shown in the main Sugar application for the same modules.
- Filtering in SugarCRM Mobile
In the SugarCRM® Mobile app, you can easily filter lists of records in your module list view, related records list view, and Global Search page. This article covers the available filters in SugarCRM Mobile, as well as how to filter your list of records and sort the filtered results.
Last modified: 10/03/2016 10:44am