Legacy Sugar Mobile for iPhone User Guide
Overview
Legacy Sugar Mobile for iPhone enables users to access Sugar from their iPhone to manage daily activities and access data. Sugar editions available on the iPhone are: Sugar Enterprise and Sugar Professional 6.1.0 and above, Sugar Ultimate and Sugar Corporate 6.2.0 and above.
Downloading Sugar Mobile for iPhone
You can download Sugar mobile from the iPhone Application store.
Follow the steps listed below to download and run the Sugar Mobile application on your iPhone:
- Search for Sugar Mobile in the iPhone Application Store and install it on your iPhone.
- Tap the Sugar Mobile icon to run the application.
- Enter your Sugar username, password, and the URL to your Sugar instance. Be sure to include the "http" portion of your instance's URL starting with a lower-cased "h".
- Tap Login to access the application.
The screen displays Sugar modules and options, listed below, at the bottom of your iPhone screen. Swipe the screen to view additional pages containing modules.
Modules: Tap this option to navigate back to the list of Sugar modules from another screen.
Quick View: Tap this option to view your most recently accessed records and your current activities.
Search: Tap this option to perform a global search for Sugar records across modules. This feature supports all modules that Global Search supports in the Sugar application.
About: Tap this option to view the version number and release information of your Sugar Mobile for iPhone application.
You will also see the following options:
Settings: Select this option to view or edit your Sugar login credentials, namely, your username, password, and Sugar URL.
Help: Select this option to view available sources of information about the Sugar Mobile for iPhone.
Accessing Sugar Modules
By default, you can access the standard Sugar modules listed below from the Sugar Mobile for iPhone. However, the administrator can enable or disable access to any standard or custom module in Sugar Mobile.
- Accounts
- Contacts
- Calls
- Meetings
- Tasks
- Opportunities
- Leads
- Cases
- Employees
The Modules screen displays Sugar modules. You can view, create, edit, and delete records in the modules in Sugar Mobile. You can view all records that are assigned to you, your team, and your direct reports. In the Employees module, users can view records; administrators can create and manage records.
If you want to change the position of a module, hold it down, drag it to a new location on the screen, and click Done.
Viewing and managing Sugar records
- To access the List View of a module, tap the module's icon. By default, only records assigned to you are listed. Records in the List View are sorted according to the Sort order that you have in the module's List View in the Sugar server application.
- To refresh the List View, pull down the screen and then release it.
- To view a record's details, tap the record in List View.
- To edit a field in a record, tap the field. Depending on the field type, you can use the pop-up keypad to enter information, or you can select a preset value.
- To cut, copy, or paste field values, tap the field and maintain contact for a few seconds. The screen displays the Select, Select All, and Paste options. Choose Select to cut or copy part of the field value; choose Select All to cut or copy the whole value; choose Paste to paste in data that you copied from another field.
- To save a record after editing or creating it, tap the arrow located on the top right-hand side that displays a menu of available actions, and tap Save Record.
- To view related records, tap the arrow button located on the top right-hand side that displays a menu of available actions, and tap View Related.
Note: Attachments within notes are not available within Sugar Mobile. - To navigate back to the primary record, tap the Detail button, located at the top of the screen; for example, to view an account, tap Account Detail.
- To email a contact, click the icon next to the email address field.The native iPhone email application will be used to send the email. Within the iPhone email application, enter the subject and message, and click Send.
- To call a contact from within a record, click the icon next to the Phone field. To log the call, tap the Log Call option that displays below. When you log a call, a new Sugar record for the call and is related to the record from which the call was made. If you do not want to log the call, tap the Do Not Log Call option.
- To locate a street address on a map, tap the icon located next to the Address field. The native iPhone map application will be used to view the location.
- To navigate to a website, tap the icon located next to the Website field.
Creating Sugar records
- In the Modules list, tap the module that you want to access.
The screen displays the module's List View. - Tap the Plus icon (+) located on the top right-hand side of the screen.
The screen displays a new blank record. Required fields are colored blue. - Tap the field in which you want to enter information.
- Tap Next to navigate from one field to the other.
If you enter an invalid value, the field turns red.
Note: You can only assign the primary team to a record in Sugar Mobile. You can assign additional teams to the record in the Sugar application. - Tap Save to create the record.
Using Quick View
Quick View displays records that you last viewed in Sugar, as well as your current activities.
Follow the steps listed below to use Quick View:
- Tap the Quick View button, located at the bottom of the screen.
The screen displays a list of Sugar records that you last accessed.
The following two options display on the screen:
Last Viewed: Tap this option to view Sugar records that you last accessed.
Open Activities: Tap this option to view your activities that meet the following criteria:
Calls and Meetings with a status of Planned and a Start Date that has not yet passed.
Tasks with the status of Not Started and a Due Date that has not yet passed.
Opportunities for which the Expected Close Date has not passed. - To view a record on the Last Viewed list, tap it.
You can view related records, and perform other actions to manage the record as described in Accessing Sugar Modules. - To go back to Quick View, tap the Quick View button that is located at the top of the screen.
- To refresh the screen, tap the arrow icon located on the right at the top of the page.
Using Search
You can search for records within a module or across all modules.
To search for records within a module
- Tap the module to select it from the Modules List.
The screen displays the Search field above the List View. - Enter a letter or a keyword in the search field.
- Tap All Items to find all records that match your criteria; tap My Items to limit the search to records assigned to you.
- Tap Search to view the search results.
- The search results display matching records on the screen.
- To view a record, tap it.
- The screen displays the record's details.
To search for records across modules
- Tap the Search icon that is located at the bottom of the screen.
- Enter a letter or a keyword in the search field located at the top of the screen.
- Tap All Items to find all records that match your criteria; tap My Items to limit the search to records assigned to you.
- Tap Search to view the search results.
- To view a record, tap it.
- The screen displays the record's details.
Administering Sugar Mobile for iPhone
As a Sugar administrator, you can configure Sugar Mobile for iPhone to display modules of your choice, change layouts, and so on. For more information on enabling modules for use in the application, refer to the System documentation. Administrators can also configure views for each module. For more information on configuring mobile layouts, refer to the Studio documentation.
Note: To view configuration changes in Sugar Mobile for iPhone, you must synchronize it with Sugar by logging out of Sugar Mobile for iPhone and logging in again.