SugarCRM SupportDocumentationMobile SolutionsSugarCRM MobileSugarCRM Mobile for Android User Guide

SugarCRM Mobile for Android User Guide

Overview

SugarCRM Mobile for Android enables access to Sugar from users' Android devices to access data, manage daily activities, initiate phone calls, send SMS and emails, map record addresses and more while away from their computers. The app is compatible with Android tablets, and it will automatically adapt to tablet-sized screens. For information on supported platforms, please refer to the Mobile Supported Platforms page.

Installing

SugarCRM Mobile is available for download from the Google Play store. Use the following steps to download and run the SugarCRM Mobile application on your Android device:

  1. Search for "SugarCRM" in the Google Play store.
  2. Select the "SugarCRM Mobile" app by SugarCRM.
    Note: The "Sugar Mobile" app (opposed to "SugarCRM Mobile") is a legacy mobile offering that is listed in the Google Play store, but it is not the same as the SugarCRM Mobile application.
  3. Tap "Install" to install the SugarCRM Mobile application.

Logging In

In order to log into your Sugar instance using SugarCRM Mobile, you will need the following pieces of information:

  • Username : The username you use to access your Sugar instance in a desktop browser
  • Password : The password you use to access your Sugar instance in a desktop browser
  • Sugar Instance or single sign-on URL: The URL of your Sugar instance
    Note: "http://" can be included or left off without effect, but be careful to only include "www." if this is included when accessing your instance from a desktop browser.
  • Use secure connection : Whether or not your instance is accessed using HTTPS. If you access your instance using "http://", uncheck this box.

Standard Login

Use the following steps to log into your instance:

  1. Once the app is installed, tap the SugarCRM cube icon to run the application.
  2. Enter your Sugar instance URL. If your instance does not use SSL (i.e. you access it with http:// rather than https://), uncheck "Use secure connection". Tap "Continue".
    Note: If you have previously used the SugarCRM Mobile app on your mobile device, you must tap the Gear icon in the top right corner to modify these settings.
    first signon 1
  3. Enter your username and password then tap "Log In". 
    Login main

The first time you log in and maneuver through SugarCRM Mobile, a brief tour will appear to help familiarize you with the application.

Single Sign-On Authentication

Use the following steps to log into your instance using SAML:

  1. Once the app is installed, tap the SugarCRM cube icon to run the application.
  2. Enter your Sugar instance URL.
    Note: If you have previously used the SugarCRM Mobile app on your mobile device, you must tap the Gear icon in the top right corner to access these settings.
  3. If your instance does not use SSL (i.e. you access it with http:// rather than https://), uncheck "Use secure connection".
  4. Enable the Single Sign-on toggle, then tap "Update".
    SSO
  5. The application will redirect you to your single sign-on login page. Enter the SAML login credentials. 

The first time you log in and maneuver through SugarCRM Mobile, a brief tour will appear to help familiarize you with the application.

Note: Only instances which are configured to use SAML authentication are able to log in through single sign-on in SugarCRM Mobile.

Offline Records

If your Sugar instance is enabled for offline use, the Offline Records screen will appear upon first logging into the app. While a small number of records are automatically cached to your device for offline use, you have the option to bulk download your assigned, favorited, and followed records. Click "Download" to initiate the download which will continue in the background while you use the app. Alternatively, click "Not Right Now" if you do not wish to make these records available for offline use. Check the "Use Cellular Data" box to have the download continue using cellular data when a wifi connection is not available.

You can initiate the bulk download at any time from the Offline Settings option in the main menu. For more information, refer to the Offline section of this documentation.
Offline Records on Login

The main menu can be accessed from any page by tapping the three-bar icon at top left. Tap the three-bar icon again to close the menu. The menu will open from the left and allow you to work with your user profile, access Sugar modules, view information about the application, configure the application, access the desktop version of Sugar, and log out.
MainMenu Hamburger

Note: The main menu is automatically collapsed when accessing the app on an iPad. It can be expanded by selecting the three-bar icon.
Nomad4.0 TabletMM

Profile

Your user profile by tapping your name or the user icon at the top of the main menu. To make changes to any fields, edit them using the instructions in the Editing Records section of this documentation, then tap "Save" to preserve your changes. 
Nomad4.0 AdminMM

Note: Fields which are unavailable for editing are greyed out.

Dashboards

Beneath your user profile, the main menu will display each of the dashboards you have set up on the desktop Home page of your Sugar instance. In order to switch between your dashboards, tap the main menu icon and select the desired dashboard. Dashboards and dashlets must be created and edited in the desktop version of Sugar. After making a change to your dashboards in the desktop version, log out and back into SugarCRM Mobile, then click "OK" to confirm you wish to load the new dashboard changes.
Nomad4.0 MultipleDashboards

From the dashboard view, tap any dashlet's icon in order to view the individual dashlet.
Dashboard OpenDashlet

 

The following dashlet types are not currently available for use in SugarCRM Mobile:

  • Learning Resources
  • Most Active
  • Organization Chart
  • Process Business Rules
  • Process Definitions
  • Process Email Templates
  • Processes
  • RSS Feed

From any dashlet, you can tap the Dashboard icon to return to the tiled view of all of your available dashlets. For dashlets that display records in a list view, tap the vertical ellipsis on the far right of a record's row to open the Actions menu
Dashboard ListViewDashlet
Note: When using a tablet, tapping on the name of a record in a dashlet will open the record in detail view to the right of the dashlet.

At the bottom of any dashlet, the colored dot represents which of your dashlets you are currently viewing. You can move forward or backward through your dashlets by tapping the forward and back arrows on the bottom of the screen or by swiping left or right anywhere on the dashlet.
Dashboard SwitchDashlets

For information about configuring and using dashlets, please refer to the Dashboards and Dashlets documentation.

Note: Dashlets that list records (e.g. list view dashlets and chart dashlets) will not load any new data while SugarCRM Mobile is offline. Only data that has previously been loaded in the dashlet will be displayed until the application reconnects to your Sugar instance.

Note: A user must log into the desktop version of Sugar at least once before any Dashboards will appear in SugarCRM Mobile.

When logging into SugarCRM Mobile, your Global Search page will be displayed first unless a different option is selected in your Start Screen option. You can navigate to your Global Search page from anywhere within the application by tapping the three-bar icon to access the main menu then choosing "Global Search". By default, the Global Search page will show a list of your recently viewed records from all available modules. The list will be empty if there are no recently viewed records to display. 
Nomad4.0 GlobalSearchMM

SugarCRM Mobile also allows you to search across all modules at once from the Global Search page. You can use the filter options (i.e. All Records, My Favorites, My Records, and Recently Viewed) or tap the magnifying glass icon to expand the search box and begin typing the name of a record you wish to access.
GlobalSearch1

When the search bar is expanded, you can continue to filter the list by tapping the filter button and selecting the desired search filter (i.e. All Records, My Favorites, and My Records). The records list will automatically update to match records with names containing a word which starts with the characters you have typed and/or the selected filter. Tap the "x" within the search bar will clear your search.
gobalsearch 2

If your instance utilizes full-text search or your device is offline enabled, wildcards can be used to search for criteria without including the entire word in the search. The following wildcard characters may be used:

Character Wildcard Use
% or * Matches any number of characters, including zero
? Matches only one character

Note: the wildcard character (%) is automatically appended to the end of your search phrase.

If your Sugar instance utilizes full-text search, records matching any field which has been enabled for full-text search will be returned. Beneath each returned record's name will be the field within that record that matched your search term. Please note that if changes are made to your instance's full-text search configuration, users must log out and back into SugarCRM Mobile in order for the matched field to be displayed as expected. For more information on configuring full-text search, please refer to the System documentation.

Actions Menu

From the Global Search page, you can access a menu of actions to be performed on a single record by swiping the grip icon of any record's row to the left.
Nomad2.7 Global ActionsMenu

Doing so will open a context-sensitive menu of actions available for this record meaning that the options available will differ according to the type of record and the fields it has populated. For a full list of available actions and a description of each, please refer to the Record Actions section of this documentation.  

Quick Create

The Quick Create button appears as a verticle ellipsis on the top of the Global Search page's header bar. From the Global Search page, the Quick Create menu will allow you to create a new record of any type which you have access to create in SugarCRM Mobile.

The following steps will cover creating a new Account from the Global Search page quick create as an example:

  1. Navigate to the Global Search page by tapping "Global Search" within the main menu.
  2. Tap the verticle ellipsis Quick Create button at the top right of the page.
    QuickCreate1
  3. Choose "Create Account".
    QuickCreate2
  4. Fill in all desired fields using the instructions in the Editing Records section of this documentation.
    Note: Fields which are required will show "Required" in grey to the right of the field name.
  5. When all desired fields are populated, tap "Save" to create the new account record. Tapping "Cancel" will return you to the Global Search page without creating a new record.
    QuickCreate3

Please note that your ability to create records in Sugar may be restricted by a role. For more information on roles, please refer to the Role Management documentation. Check with your system administrator if you do not see the Create options.

Note: Report, employee, and email records may not be created from SugarCRM Mobile. Note records may be created, but SugarCRM Mobile does not support attaching files to these records. When accessing Sugar instances running versions prior to 8.0, quote records also cannot be created.

Activity Stream

The Activity Stream option in the main menu displays recent activity in records you follow across all Sugar modules. If you wish to see the Activity Stream page when first logging into SugarCRM Mobile, you can select it as your Start Screen option.
Nomad4.0 ActivityStreamMM

Note: Activity streams may be disabled in instances running Sugar 8.0 or greater. For more information, refer to the System page of the Administration Guide.

Users can create posts by tapping "Add a Comment" at the top of the Activity Stream page. To leave a comment on a specific post, simply tap the vertical ellipsis to the far right of each post then select "Comment". In addition, you can mention specific users or records by typing @ followed by the user's name or # followed by the record's name in the post or comment. Users or records included in posts can be tapped to open them in detail view. For more information, please refer to the Activity Streams documentation.
ActivityStream2

Sugar Modules

Below your user profile, dashboards, global search, and activity stream is a list of Sugar modules which you can access using SugarCRM Mobile. Tapping one of the Sugar module names will open its list view.

The following modules may be made available for use in SugarCRM Mobile by your administrator via Admin > Mobile. For more information on controlling which modules are available in SugarCRM mobile, please refer to the System documentation.

  • Accounts
  • Calls
  • Cases
  • Contacts
  • Documents
  • Emails
  • Employees
  • Leads
  • Meetings
  • Notes
  • Opportunities
  • Quoted Line Items
  • Quotes
  • Reports
  • Revenue Line Items
  • Tasks
  • Any Custom Module

Note: The Emails module is only available for Sugar version 8.0 and higher. 

Note: The Employees, Reports, and Emails modules are read-only for all users when accessing them from SugarCRM Mobile. When accessing Sugar instances running versions prior to 8.0, the Quotes module is also read-only.

Please note that your ability to access the above modules may be restricted by a role. For more information on roles, please refer to the Role Management documentation. Check with your system administrator if you cannot access the above module.

About

The About page shows the following information in addition to providing the privacy policy and terms and conditions.

  • App Version : The version of your SugarCRM Mobile application
  • Server Version : The version and edition of the Sugar instance which the application is accessing
  • Server URL : The URL of the Sugar instance which the application is accessing
  • Support : The Sugar Support email address where support cases may be raised

Settings

The settings page includes the following configurations:

Language

The Settings page allows you to configure what language your SugarCRM Mobile application will use.
Settings Language

While English is the default language, the stock Sugar languages are available for use:

  • Arabic
  • Czech
  • Bulgarian
  • Chinese
  • Danish
  • Dutch
  • English-UK
  • Estonian
  • French
  • German
  • Hebrew
  • Hungarian
  • Italian
  • Japanese
  • Lithuanian
  • Norwegian
  • Polish
  • Portuguese
  • Romanian
  • Russian
  • Spanish
  • Swedish
  • Turkish

Font Size

Users can alter the font size for the entire app, based on their personal preference. Tap the Font Size line and choose the desired option. Once the font size has been adjusted, click "Save" in the main Settings window to finalize the change.
Settings FontSize

Offline Mode

The Settings page has a checkbox to enable or disable offline capabilities. Select the Offline Mode checkbox and click the Save button to activate.
Settings OfflineMode

Note: In order for the Offline Mode option to appear, an administrator must first enable the option on your Sugar instance. For more information on enabling offline capabilities for an instance, please refer to the System documentation.

When enabled, your mobile device will cache records for offline viewing as well as buffer changes you make to records while offline to be synced upon reconnecting. This includes the addition and removal of attachments. Viewing a record in any list view, detail view, or edit view will cause it to be automatically cached in your local database, although attachments are not cached. Additionally, users will have the opportunity to preemptively download their assigned, favorited, and followed records from the Offline Settings menu. Data will sync between the SugarCRM Mobile app and the Sugar database when the application is open and actively in use. If you navigate to the home screen or another application, synchronization will be suspended until you return to the SugarCRM Mobile app.

To disable the service, unselect the Offline Mode checkbox and click the Save button. Doing so will delete your device's local copies of any Sugar records and forget any changes that were made to records on the device but have not yet synced to the instance.

Start Screen

Users can specify what screen they want to appear upon first logging in to SugarCRM Mobile.
settings startscreenandroid

The following options are available:

  • Specific Module : Displays the list view of a single module of the user's choice
  • Global Search : Provides a search across all records available as well as displaying a list of recently viewed records
  • Specific Dashboard : Displays the dashboard of the user's choice
    Note: When "Specific Dashboard" is selected from the Start Screen dropdown, users have the option to select all dashlets or a single dashlet from the specified dashboard to use as their Start Screen. 
  • Activity Stream : Displays the user's main activity stream

Offline

When SugarCRM Mobile is offline enabled, the Main Menu will include an Offline Settings menu option which includes an offline status indicator, transaction log, and an Offline Records screen with download settings and offline record counts.

Note: Sugar Logic calculations which use a related record will not be calculated correctly while your device is offline. When your device goes back online, the affected field will be recalculated using related record values as they exist at the time of reconnecting to the server. The correct value will then be stored in the server's database and synced back to your device.

Note: Dashlets that list records (e.g. list view dashlets and chart dashlets) will not load any new data while SugarCRM Mobile is offline. Only data that has previously been loaded in the dashlet will be displayed until the application reconnects to your Sugar instance.

Note: Emails with an implicit relationship will not appear in the related record while SugarCRM Mobile is offline.

Offline Status Indicator

To the left of the Offline Settings menu item is an offline status indicator. Tapping to enter the Offline Settings menu reveals more details about the current status. When the indicator is amber or red, it will also appear overlayed on the Main Menu button in the app's header.
Offline Status Indicator

There are three statuses, each represented by a different color:

  • Green : The device is online and all records are synced. This dot will appear on the Offline Settings option in the Main Menu but not in the app's header. 
  • Amber : The device is offline or the device is online but has pending changes in the transaction log which have not yet been synced. This second scenario can occur when the connection is very slow. The transaction log may contain errors, but they are not blocking the sync and will be retried when a connection is available. An amber dot will also appear overlayed on the Main Menu button in the app's header.
  • Red : There are pending changes in the transaction log that failed to sync because of some unrecoverable error. Critical error codes include 403, 405, 422, and 500. The failed transaction(s) will be re-tried, but these errors are unlikely to be resolved without user intervention. A red dot will also appear overlayed on the Main Menu button in the app's header.

Transaction Log

The Transaction Log contains a list of pending as well as failed transactions between SugarCRM Mobile and the instance. The pending changes have a white background and should be pushed to the instance without incident once a connection is reestablished and the application is open and in use. Changes that cannot be pushed to the instance due to some problem or error will be listed with a red background. The offline status indicator will also appear in red to notify the user that such an issue has been encountered and requires attention. These changes will require user intervention to clear. Since changes are pushed to the server in the order they are made, changes that will not experience trouble may be delayed and remain on the log until the red-highlighted changes are cleared. You can view the details of any change by tapping its name. If a change is no longer desired, you can choose to roll back the change which will revert it on your local database and prevent it from being pushed to the instance upon reconnection.

Use the following steps to clear a change which is encountering an error and preventing other changes from being pushed to the instance:

  1. Tap "Offline Settings" from the Main Menu.
  2. Tap "Transaction Log".
    Offline TransactionLog
  3. To view the details of a failed change, tap the change's row.
  4. Scroll down and tap "Rollback" in order to revert this change on your device, prevent the change from being made on the instance, and allow the application to attempt to push the following changes to the instance. You can tap "Cancel" to exit the log without removing the affected change.
    Offline Rollback

Offline Records

The Offline Records page displays counts of downloaded records as well as allowing you to configure and initiate a bulk download of records for offline use. Tap "Records" from the Offline Settings menu to access these options.
Offline Records

Downloading Records

SugarCRM Mobile allows you to proactively download your assigned, favorited, and followed records in addition to automatically downloading records you access in the app. The Download Settings section displays the last time a bulk download was performed. Tap the "Download" button to initiate the process. 

Note: Records related to your assigned, favorited, and followed records will not automatically be downloaded unless they, too, fall into one of these categories.
Offline Download

The download will automatically pause when you exit the app and resume when you begin using the app again. You can also manually pause or resume the download by tapping "Pause" or "Resume".

Note: Upon first login after activating Offline Mode, you will be presented with the option to download your records. You may also choose to initiate the download at any time from the Offline Settings menu.

Use Cellular Data

By default, the app will only perform the bulk download using a wifi connection. Enable the Use Cellular Data toggle if you want to bulk download records even when no wifi connection is available.
Offline CellData

Record Counts

As you use the application, any records displayed in a list view, detail view, or edit view will automatically be stored in your local database while offline capabilities are enabled. Your device will download up to 3000 accounts, 3000 contacts, and 1000 records belonging to other modules. As you continue to access or download additional records, unused or less important records will be purged from your device's database in keep your record counts below these thresholds.
Offline TotalRecords

Desktop Version

The Desktop Version option will switch applications on your phone to open your browser and navigate to your Sugar instance's login screen. This can be useful when you desire to access a module or perform an action in Sugar which is not supported in the SugarCRM Mobile application.

Log Out

Tapping "Log Out" from the main menu will return to the SugarCRM Login screen where you can access the same instance from a different user or access a different installation of Sugar.

List View

SugarCRM Mobile's list view lists records within a specific module as well as providing tools for searching, creating, and working with those records. List views can be accessed from the main menu by tapping any module name. For example, tapping "Accounts" will open the Accounts list view. From a list view, you can return to the main menu by tapping the three-bar icon.
Nomad4.0 AccountsModuleMM

Administrator users have the ability to configure which two fields appear on the list view of each module as well as what actions are available on the list view's actions menu using Studio from the desktop Sugar application. For more information on configuring this mobile layout, refer to the Studio documentation.

Quick Create

The Quick Create button allows you to create a new record in the current module and appears at top right of most modules' list views. 

The following steps cover creating a new Account from the Accounts list view quick create as an example:

  1. Navigate to the Accounts list view by tapping "Accounts" within the main menu.
  2. Tap the "+" quick create button at the top right of the page.
    ListView QuickCreate1
  3. Fill in all desired fields using instructions in the Editing Records section as needed.
    Note: Fields which are required will show "Required" in grey.
  4. Tap "Save" to create the new account record. Tapping "Cancel" will return you to the Accounts list view without creating a new record.

Please note that your ability to create records in Sugar may be restricted by a role. For more information on roles, please refer to the Role Management documentation. Check with your system administrator if you do not see the Create options.

Note: Report, employee, and email records may not be created or duplicated from SugarCRM Mobile, so these modules do not include a Quick Create button. Note records may be created, but SugarCRM Mobile does not support attaching files to these records. When accessing Sugar instances running versions prior to 8.0, quote records also cannot be created.

You can search within a module from the top of each module's list view. Tap the magnifying glass icon in the header to expand the search box and begin typing the name of a record you wish to access.

Note: Search is not supported in the Emails module. 
ListView Search1

When the search bar is expanded, you can also filter the list of records by tapping the filter button and selecting the desired search filter (i.e. All Accounts, My Favorites, and My Accounts). By default, the search filter is set to show all records. The records list will automatically show records with names starting with the characters you have type and/or matching the selected filter. Tap the Done button to hide the keyboard and view all matching records. Tapping "x" will clear your search term while tapping "Cancel" will close search to show the previous list of records. Please note that searching using the magnifying glass will negate the selected sorting as the two cannot be used concurrently.
ListView Search2

If your instance uses full-text search or your device is offline enabled, wildcards can be used to search for criteria without including the entire word in the search. The following wildcard characters may be used:

Character Wildcard Use
% or * Matches any number of characters, including zero
? Matches only one character

Note: The wildcard character (%) is implicitly appended to the end of your search phrase.

If your Sugar instance uses full-text search, records matching any field which has been enabled for full-text search will be returned. Beneath each returned record's name will be the field within that record that matched your search term. Please note that if changes are made to your instance's full-text search configuration, users must log out and back into SugarCRM Mobile in order for the matched field to be displayed as expected. For more information on configuring full-text search, please refer to the System documentation.

Filters

In addition to searching for record names, you can filter the records in a list view. By default, the filter is set to show all records. Tap the Filter button to select the desired search filter. Once a filter has been selected in a list view, the search will be preserved when you navigate away from the page. Returning to the list view will automatically display the results of your last filter.
ListView Filter

The following filter options are available in list views:

Filter Name Used With Search Description
All Records Yes Returns all records to which you have access
Note: By default, the module list view is set to "All <Module Name>".
My <Module Name>
My Records
Yes Returns only records assigned to you 
My Favorites Yes  Returns only records you have marked as favorites
Recently Viewed No Returns only records you have viewed within the last 7 days
Recently Created No  Returns only records you created in the module within the last 7 days
My Scheduled <Module Name> No Returns only scheduled calls or meetings assigned to the user
Note: This filter option is only available for the Calls and Meetings modules.
My Sent No Returns only email records where you are the sender
Note: This filter option is only available for the Emails module.
My Received No Returns only email records which were sent to you
Note: This filter option is only available for the Emails module.
My Drafts No Returns only email records assigned to you that have a status of "Draft"
Note: This filter option is only available for the Emails module.
With Charts No Returns only report records that have a chart
Note: This filter option is only available for the Reports module.
Custom Filters No Returns all records in the module that meet the specified criteria
Note: Custom filters must be created in your desktop Sugar instance before they will be available in SugarCRM Mobile. For more information on creating custom filters in Sugar, please refer to the Search documentation.

A subset of these filters may be used in conjunction with search to show records matching both the selected filter and any text provided in the search bar.

Please note that you will only be able to see records as allowed by your team membership, user access type, and assigned roles. For more information on teams and roles, please refer to the Team Management and Role Management documentation.

Sorting

Module list views and lists of related records provide the ability to sort the current search or filter results by a specified field in either ascending or descending order. To sort, tap the sort button and select the desired field in the dropdown. To toggle sorting in ascending or descending order, tap the arrow icon to the right of the sort button. Please note that searching using the magnifying glass will negate the selected sorting as the two cannot be used concurrently.
Note: Multiselect-type fields and Teams fields are not available to be used with sorting.
ListView Sort

Actions Menu

Swipe left on a record's row in list view to open a context-sensitive menu of actions available for this record. The options which appear will differ based on the type of record and the fields it has populated. For a full list of available actions and a description of each, refer to the Record Actions section below.
ListView ActionsMenu1

If there are more than three available actions, tap "More" to access the remaining actions.
ListView ActionsMenu2

Show More

Each list view will initially show the 20 most recently modified records. In order to see additional records, scroll to the bottom of the list and tap "Show More". Each time you tap "Show More", an additional 20 records will be displayed at the end of the list.
Nomad2.7 ShowMore...

Detail View

SugarCRM Mobile's detail view shows the details, related records, dashboards, and activity stream of one specific record as well as providing the ability to edit and perform other actions on the record. Detail views can be accessed from many places in the application by tapping any record's hyperlinked name. For example, tapping a row on the Accounts list view or on the Global Search page will open the record in detail view.
RecordView ClickFromLV

The following elements are available on detail view pages:
DetailView Labeled

  1. Previous Page : Tap the arrow on the top left to return to the page you last viewed.
  2. Main Menu : Tap the three-bar icon on the top left to access the main menu.
  3. More Actions Menu : The following actions are available by tapping the vertical ellipsis icon on the top right:  
    • Edit : Modify the values of this record.
    • Duplicate : Make a new record with the same field values as this record. 
    • Link Existing Record : Relate an existing record to this record.
    • Create Related Record : Create a new record and relate it to this record.
    • Share : Send a link to this record using the sharing options available on your device.
    • Download Quote PDF : On quote records only, download a PDF version of the quote using the PDF template specified in the menu item name.
  4. Favorites Designation : Tap the Star icon to toggle whether a record is marked as a favorite for your user. A solid white star indicates it is a favorite. More more information, refer to the Favoriting Records section below.
  5. Record Actions : The context-sensitive menu of actions will differ based on the type of record and the fields it has populated. For a full list of available actions and a description of each, refer to the Record Actions section below.
  6. Record Tabs : The tabs below the Record Actions menu provide the following information and functionality. Each is described in greater detail in the following sections.
    • Details : Tap the Details tab to view the record's field values.
    • Related : Tap the Related tab to view, edit, and create records related to the current record.
    • Dashboards : The Dashboards tab displays the dashboards you configured to appear on this module's record view.
    • Activity Stream : The Activity Stream tab displays recent activity on this record and allows you to add comments or posts.

Details Tab

The Details tab shows the record's fields. Field values shown in blue can be tapped to open the related record or take an action such as calling a phone number or mapping an address.
DetailView Details

Note: Administrators have the ability to configure what fields appear here using Studio from the desktop Sugar application. For more information on configuring the Mobile DetailView mobile layout, refer to the Studio documentation.

The Related tab displays lists of records which are related to the record you are viewing. Each related module is displayed with the count of related records within that module. Tap the module name to see a list of its individual related records. Tap the Plus icon to add a related record of that module type.
DetailView Related

Once a list of related records is opened, the following options are available: 
RelatedTab

  1. Previous Page : Tap the arrow on the top left to return to the detail view.
  2. Quick Create : Tap the plus icon at the top right to quick-create a new related record. Once saved, the new record will automatically be related to the original record.
  3. Filter : Tap the Filter button to restrict which related records are displayed. For more information, refer to the Filters section.
  4. Sort : Select a field by which to sort the related records or tap the arrow icon to toggle between sorting in ascending or descending order. 
  5. Actions Menu : Swipe left on a row to display a context-sensitive menu of actions you can take on the record. For more information, refer to the Record Actions section. The "Unlink" action is unique to lists of related records. Tapping it removes the relationship between the two records without deleting either record. To close the menu without taking any action, swipe right on the record's row.
  6. Record Details : Tap a record's row to open it in detail view.

Dashboards Tab

The Dashboards tab contains the dashlets you have configured to appear on the module's record view via the desktop Sugar application. Tap the Dashboards tab to see the list of dashlets and then tap the dashlet's icon to open it. If you have more than one dashboard configured for this module's record view, you can select which to view from the dropdown list.
DetailView DashboardstTab2

Refer to the Dashboards section above for more information on working with dashboards in SugarCRM Mobile. For information about configuring and using dashlets in desktop Sugar, please refer to the Dashboards and Dashlets documentation. 

The following dashlet types are not currently visible when accessing detail views in SugarCRM Mobile:

  • D&B: Company Information - Basic
  • D&B: Company Information - Premium
  • D&B: Company Information - Standard
  • D&B: Competitors
  • D&B: Contact Information
  • D&B: Family Tree
  • D&B: Financial Information
  • D&B: Import and Enrich
  • D&B: Industry Information
  • D&B: News
  • Forecast Details
  • Learning Resources
  • Most Active
  • News
  • Notes & Attachments
  • Organization Chart
  • Process Business Rules
  • Process Definitions
  • Process Email Templates
  • Processes
  • RSS Feed

Activity Stream Tab

The Activity Stream tab displays recent activity on the record you are currently viewing. These posts will also appear on your main activity stream if you have marked the record as a favorite. Create posts by tapping "Add a Comment". To leave a comment on a specific post, simply tap the vertical ellipsis to the far right of each post then select "Comment". In addition, you can mention specific users or records by typing @ followed by the user's name or # followed by the record's name in the post or comment. Users or records included in posts can be tapped to open them in detail view. For more information, please refer to the Activity Streams documentation.
DetailView ActivityStream

Record Actions

SugarCRM Mobile offers context-sensitive menus for performing operations on individual records. These menus are available on record views, list views, lists of related records, dashlets displaying a list of records, and the Global Search page. A subset of the following operations will be available in a record's Actions menus, depending on the record's type and populated fields:

Menu Item Description
Edit Opens the record for editing
View For records not able to be edited, opens the record for detailed viewing
Note: Employee, report, and email records are read-only in SugarCRM Mobile. Other records may be read-only for users who have a role which prevents editing. When accessing Sugar instances running versions prior to 8.0, quote records are also read-only.
Favorite/Unfavorite Favorites / Unfavorites the record
Delete Deletes the record from your Sugar instance
Call For records with a phone number, calls the number from your phone
SMS For records with a phone number, sends a text message from your phone
Email For records with an email address, sends an email from your phone
Web For records with a website, opens the website in your phone's browser
Map For records with an address, maps the address in your phone's map application
File For records with attached images or files, opens the attached file for viewing
Note: The File option is only available in the Record Actions menu and may appear even when a record has no attachment.
Attachments For records (e.g. emails) with file attachments, downloads and opens the file for viewing
Unlink In a list of related records, deletes the relationship between the two records
Close For calls, meetings, and tasks in a non-closed status, changes the Status field to "Completed".

Accessing Actions Menus From Lists

On a list view, list of related records, and global search, swipe left on a row to reveal its Actions menu. If more than three actions are available for a record, tap "More" to access the additional options.
ActionsMenu Swipe

On dashlets which display lists of records (e.g. list view dashlets), tap the vertical ellipsis on a record's row to reveal its Actions menu. Dashlets are available from the Main Menu as well as on detail views. If more than three actions are available for a record, tap "More" to access the additional options.
DashletsActionsMenu

Note: The action items that appear in the actions menu are dependent on the relevant field being added to the Mobile List View layout in Admin > Studio as well as the field being populated in the record. 

Accessing Actions Menus From Detail View

On a record's detail view, the Actions menu will appear in a ribbon above the record's tabs. Scroll the menu horizontally to access all options.
DetailViewActionsMenu

Relationships between records allow you to connect relevant records together. While related records can be created and viewed from the detail view of a record, relationships can also be created via a record's detail view using the More Actions menu and the related records listing.

Please note that your ability to create and edit records in Sugar may be restricted by a role. For more information on roles, please refer to the Role Management documentation. Check with your system administrator if you do not see the desired options.

Users can create new records that are automatically related to an existing after save. As an example, the following steps use the Plus icon on the Related tab to create a new call related to the account you are viewing:

  1. From the account's detail view, tap the Related tab.
  2. Tap the Plus icon on the Call module's row.
    CreateRelated
  3. Populate the desired fields and tap "Save".

The following methods also allow you to create new records related to the record you are currently viewing or editing:

  • Tap the More Actions menu's vertical ellipsis on the top right of a detail view and choose"Create Related Record".
    CreateRelated MoreActions
  • From the Related tab on a detail view, tap the desired module name (e.g. Calls), then tap the Plus icon on the top right of the list of related records.
    CreateRelated RelatedCalls
  • When editing relate fields (e.g. "Account Name") or flex relate fields, tap the Plus icon to the right of the magnifying glass icon.
    Mobile5.1.0 AccountNameField CreateOption

Note: Report, employee, and email records may not be created or duplicated from SugarCRM Mobile. Note records may be created, but SugarCRM Mobile does not support attaching files to these records. When accessing Sugar instances running versions prior to 8.0, quote records also cannot be created or edited.

Linking Existing Records

Users can create a relationship between two existing records from the detail view of one of the records. As an example, the following steps use the detail view's More Actions menu to link an existing contact to the account record you are currently viewing:

  1. From the account's detail view, tap the vertical ellipsis at top right to access the More Actions menu.
    LinkRecord1
  2. Select "Link Existing Record" from the menu.
  3. On the "Choose Link Type" page which appears, select the Contacts module. The modules shown are all those which have a many-sided relationship to the original record's module.
    LinkRecord3
  4. You can use the filter and sort options or tap the magnifying glass icon to search in order to locate the records you wish to link to the original record. Select one or more records' checkboxes and tap "Done" to form the link.
    LinkRecord2

You can also link existing records from the Records tab on a detail view by tapping the desired module, then tapping the More Actions menu's vertical ellipsis at top right and selecting "Link Existing Record".
LinkRecord RelatedList

Note: The Link Existing Record option is not available for activity records (e.g. calls) in SugarCRM Mobile.

You can edit a related record directly from another record's detail view. As an example, the following steps demonstrate editing a call record from its related account detail view:

  1. Tap the Related tab on the account's detail view then tap the Calls module. 
    RelatedCalls
  2. Locate the desired record in the list of related records and swipe to the left on the record's row to access the actions menu.
    EditRelatedRecord
  3. Tap "Edit" and make changes as desired using instructions in the Editing Records section, then tap "Save" to preserve your changes.

Note: Email records may not be edited from a related record's detail view. When accessing Sugar instances running versions prior to 8.0, quote records also cannot be edited.

If a relationship should no longer exist between two records, the records may be unlinked. Deleting the relationship will not delete either record. As an example, the following steps demonstrate deleting a relationship between an account and a call from the account's detail view:

  1. Tap the Related tab on the account's detail view then tap the Calls module. 
    RelatedCalls
  2. Locate the desired record in the list of related records and swipe to the left on the record's row to access the actions menu.
    EditRelatedRecord
  3. Choose "Unlink" from the list of options. If there are more than three actions available, tap "More" to access the additional options.

Creating Records

New records may be created in SugarCRM Mobile from several different locations. You can create new records from the Global Search page, from a module's list view, or from an existing record's detail view by duplication or creating a related record.

Please note that your ability to create records in Sugar may be restricted by a role. For more information on roles, please refer to the Role Management documentation. Check with your system administrator if you do not see the Create options.

Note: Report, employee, and email records may not be created or duplicated from SugarCRM Mobile. Note records may be created, but SugarCRM Mobile does not support attaching files to these records. When accessing Sugar instances running versions prior to 8.0, quote records also cannot be created or duplicated.

Creating via Duplication

Creating a new record by duplication will copy the original record's field values but not any of its relationships. As an example, the following steps demonstrate creating a contact by duplicating an existing contact:

  1. Navigate to a contact's detail view.
  2. Tap the vertical ellipsis icon on the top right then select "Copy" from the More Actions menu.
    Mobile DV VerticalEllipsis Copy
  3. The displayed edit view is pre-populated with the original record's values. Update the necessary fields, then tap "Save".

Editing Records

Records may be edited from SugarCRM Mobile by navigating to the detail view, tapping the vertical ellipsis icon on the top right, and selecting "Edit". This will open the record in edit view where values can be viewed and modified. All required fields will indicate "Required" in the field and must be completed prior to saving. Once you have made the desired modifications to a record's fields, tap "Save" to preserve the changes. You can tap "Cancel" at any time to return to the previous page without editing the record.
Mobile EditView

Administrators have the ability to configure the edit view via Admin > Studio on the desktop Sugar application. For more information on editing mobile layouts, please refer to the Studio documentation.

Please note that your ability to edit records in Sugar may be restricted by a role. For more information on roles, please refer to the Role Management documentation. Check with your system administrator if you do not have the ability to edit records.

Note: Employee, report, and email records may not be edited in SugarCRM Mobile. When accessing Sugar instances running versions prior to 8.0, quote records also cannot be edited.

Note: Calculated or dependent fields which use a related function do not work in offline mode. Once users enter online mode, the calculated or dependent fields will show the correct value.

Editing Email Addresses

Email address fields can store one or more email addresses for a single record. You can also designate whether they are the primary email address for a record, are opted-out, or are invalid.

Use the following steps to edit an email address field:

  1. Tap "Add email" to add a new email address to the record. 
  2. To edit an existing email address, tap on the specific email address and make the necessary changes. Clicking the "X" will clear the email address.
    Mobile EditView EmailAddress
  3. Tap the vertical ellipsis icon to the right of the email address to set it as the primary email address for the record, mark it as opted-out, mark it as invalid, or remove it.

Editing Multiselect Fields

Multiselect fields provide a list of values where one or more values can be selected at a time.

Use the following steps to edit a multiselect field:

  1. Tap the multiselect field.
  2. Mark the checkboxes of the items you wish to select. If you wish to have no items selected, choose the blank option.
  3. Tap "Done" to preserve your new values. Tapping "Cancel" will return you to the edit view page without altering the field's value.
    Mobile EditView Multiselect Select
  4. To remove an item from the multiselect field, tap the x icon located to the right of the item tag.
    Mobile EditView Multiselect Remove

Editing Radio Fields

Radio fields provide a list of values where only one value can be selected at a time.

To edit a radio field, tap the field and select the desired value.
Mobile EditView Radio

Editing Relate & Relationship Fields

Relate fields allow you to create a one-way link from your original record to another record in Sugar. Relationships allowing only one link from your original record to another module are edited the same way.

The following steps cover editing the Account Name field as an example:

  1. Tap the x icon to the right of the record's name to clear the value first or you can simply tap the field to select or create a record.
    Mobile5.1.0 AccountNameField Xicon
  2. You can use the filter and sort options or tap the magnifying glass icon to search in order to locate and select an account you wish to relate to the current record.
  3. If you wish to create a new related record, simply tap the Plus icon to the right of the magnifying glass icon. Populate the desired fields then tap "Save".
    Note: Your ability to create records in Sugar may be restricted by a role. For more information on roles, please refer to the Role Management documentation. Check with your system administrator if you do not see the Create options.
    Mobile5.1.0 AccountNameField SelectAccountPage1

Note: If any view includes a relate field to a disabled module, the view will display "No Access" in SugarCRM Mobile.

Editing Flex Relate Fields

Flex relate fields allow you to select the desired module first then a record from that module to relate it to the current record.

The following steps cover editing the Related to field in the Calls module as an example:

  1. Tap the Related to field in the edit view.
  2. Select the module (e.g. Account) you wish to relate to on the Choose Parent Type page.
    Mobile EditView FlexRelate ChooseParentType
  3. You can use the filter and sort options or tap the magnifying glass icon to search in order to locate and select a record you wish to relate to the current record.
  4. If you wish to create a new related record, simply tap the Plus icon to the right of the magnifying glass icon. Populate the desired fields then tap "Save".
    Note: Your ability to create records in Sugar may be restricted by a role. For more information on roles, please refer to the Role Management documentation. Check with your system administrator if you do not see the Create options.
    Mobile5.1.0 AccountNameField SelectAccountPage1

Editing Teams

The team field specifies which team of users have access to view the record.

Use the following steps to edit a record's assigned teams:

  1. To assign a team to the record, simply tap the Teams field.
  2. Use the Select Teams page to search for and mark the checkboxes of teams you wish to assign to the record.
  3. Tap "Done" to add the chosen team(s) to your record.
    Mobile EditView TeamsField SelectTeams
  4. To remove any unwanted teams, simply tap the x icon to the far right of the team name.
  5. To designate a team as the record's primary team, tap the star icon.
    Mobile EditView TeamsField Remove Favorite

Editing Image Fields

The Contacts module allows its Picture field to be edited via the mobile detail view or edit view. Please note that only the Contact module's Picture field may be edited via the detail view.

Use the following steps to edit a contact record's Picture field via the detail view:

  1. Navigate to a contact's detail view and tap the existing image or the placeholder image icon.
    Editing Image Fields Nomad2.6
  2. Tap the appropriate option to either take a new picture using your device's camera or select a photo from your device's photo album.

You may also edit the image-type field of any module using your mobile device as long as the image field is present on the module's edit view. For information on modifying mobile layouts, please refer to the Studio documentation.

The following steps cover editing a lead's image-type field via the edit view as an example:

  1. Navigate to a lead's edit view and tap the existing image or the placeholder image icon.
    Mobile EditView Leads ImageField Edit
  2. Tap the appropriate option to either take a new picture using your device's camera or select a photo from your device's photo album
  3. To remove an image, simply tap the x icon on the far right.
    Mobile EditView Leads ImageField
  4. Tap "Save" to preserve your changes.

Deleting Records

Records can be deleted from your Sugar instance using the Delete option in the Actions menu or at the bottom of edit view. Deleting a record will not delete its related records and will only remove the relationship, so you may wish to also delete any related records to avoid orphaned records.

Please note that your ability to delete records in Sugar may be restricted by a role. For more information on roles, please refer to the Role Management documentation. Check with your system administrator if you do not see the Delete options.

Deleting via Record Lists

Records can be deleted from the Global Search page or list view by selecting the "Delete" action from the row's Actions menu as described in the Accessing Actions Menus From Lists section above.
Mobile ListView Delete

Records may not be deleted from a list of related records, but their relationship can be removed from this screen using the Unlink option. If you wish to delete a related record rather than just unlink it, you must first tap the related record's name to open its detail view, then follow the instructions in the Deleting via Edit View section below.

Deleting via Edit View

Use the following steps to delete a record from its edit view:

  1. Navigate to a record's detail view, tap the vertical ellipsis icon on the top right, then select "Edit" from the More Actions menu.
    Mobile VerticalEllipsis Edit
  2. Scroll to the bottom of the edit view and tap "Delete". 
    Mobile EditView Delete
  3. A pop-up message will display asking for confirmation. Tap "Yes" to proceed.

Inviting Call and Meeting Attendees

Contacts, leads, accounts, and other Sugar users can be added to calls and meetings as attendees. You will have the option to email attendees an invitation when saving the call or meeting. For more information about attendees, please refer to the Calls or Meetings documentation.

Adding Attendees During Creation

When a call or meeting is initially being created, a Guests field is available where you can add invitees. The following steps cover adding a contact to a new call as an example:

  1. Create a new call record and populate the desired fields.
  2. Scroll to the bottom of the page and tap the Guests field.
  3. On the Choose Link Type page, select the Contacts module.
    Mobile EditView Guests ChooseLinkType
  4. You can use filtersort, or search in order to locate the contact records you wish to add as attendees for the call. Select one or more records' checkboxes and tap "Done" to add the attendees.
    Nomad2.8 LinkExisting Filters
  5. To have an email invitation sent to the attendees upon save, tap the "Send invite" checkbox. To remove an unwanted attendee, tap the x icon to the right of the attendee's name.
    Mobile EditView Guests Final
  6. Tap "Save" to finish creating the call.

Adding Attendees to Existing Records

Once a new call or meeting has been saved, the Guests field is no longer available to edit. For these existing records, you may remove attendees or add additional attendees via the Related tab. The following steps cover adding a contact as an attendee to an existing call as an example:

  1. From the call's detail view, tap the vertical ellipsis at the top right and select "Link Existing Record" from the More Actions menu.
    CallMoreActions
  2. On the Choose Link Type page, select the Contacts module.
    Mobile EditView Guests ChooseLinkType
  3. You can use filtersort, or search in order to locate the contact records you wish to add as attendees for the call. Select one or more records' checkboxes and tap "Done" to add the attendees.
    Nomad2.8 LinkExisting Filters

Closing Calls, Meetings, and Tasks

Users can easily change the status of calls, meetings, and tasks to "Completed" without having to directly edit the Status field. The activity records can be closed when editing the record or from the Actions menu when viewing a list of records.
Note: Only records in a non-closed status will allow the following closing options.

The following steps cover closing a task from Tasks edit view as an example:

  1. Navigate to the task's detail view, tap the vertical ellipsis icon on the top right, then select "Edit".
  2. Tap the down arrow to the right of "Save" then select "Close task and save".
    Mobile Tasks CloseTaskAndSave

From a list of records such as Global Search, list view, dashlets, or lists of related records, you can select the "Close" action from the row's Actions menu as described in the Accessing Actions Menus From Lists section above.

Converting Leads

When a lead is qualified as a sales opportunity according to your organization's practices (e.g. after an evaluation/qualification process or upon entering into business with the individual), you can convert the lead via the Leads detail view or list view. To initiate the conversion process, simply tap the Convert icon in the detail view's Record Actions menu or select the "Convert" action from the list view row's Actions menu. When the lead is converted, a new contact record is created in your Sugar instance with a relationship to the original lead record. In addition, the lead conversion process gives users the option to create an account and opportunity record. Please note that lead conversion is not available when there is no internet connection on your mobile device. 

Note: Lead conversion is only supported for Sugar version 7.9.1.0 and above. 

Administrators have the ability to mark modules as required for conversion, add additional modules to the lead conversion process, remove modules from the lead conversion process, etc. by configuring the Convert Lead layout via Admin > Studio on the desktop Sugar application. For more information on configuring the convert lead layout, please refer to the Studio documentation. Please note that only the following modules are supported for lead conversion in the SugarCRM Mobile application:

  • Contacts
  • Accounts
  • Opportunities
  • Tasks
  • Cases
  • Notes
  • Revenue Line Items (for Enterprise and Ultimate editions of Sugar)
  • Custom modules (enabled for SugarCRM Mobile)

Note: Users assigned a role in Sugar restricting access or edit permission for a supported module (e.g. Opportunities) will not see the particular module step (e.g. Opportunities) during the lead conversion process.

If any unsupported modules (e.g. Meetings) are added to the convert lead layout and marked as required, the lead conversion feature becomes disabled in the SugarCRM Mobile app and the Convert icon will not appear in the Record Actions menu.

Use the following steps to convert a lead via the Leads detail view:

  1. Locate an unconverted lead record and open its detail view.
  2. Tap the Convert icon in the Record Actions menu to initiate the lead conversion process. To initiate the conversion process from the Leads list view, simply select the "Convert" action from the row's Actions menu as described in the Accessing Actions Menus From Lists section.
    From Leads detail view:
    LeadConversion DetailView ConvertIcon
    From Leads list view:
    LeadConversion ListView ConvertOption
  3. The system will automatically perform a duplicate check to see if any existing records are found in the modules.
    • The duplicate records (if any) will display on the screen for the particular module (e.g. Contact) during the lead conversion process. You can click the Show More link to view additional record details. If you wish to relate an existing record to the lead, simply tap the radio button to the left of the record's details. 
  4.  If you wish to perform a list view search for other existing contact records to relate to the lead, simply tap the Search Existing Contacts link.
    LeadConversion Contact SelectFromDuplicate1
  5. To create a new record, tap the Create Contact link instead and the displayed edit view will be pre-populated with the lead's values. Update any necessary fields then tap "Save" to relate the new record to the lead. The created contact will automatically be selected and the record details will display on the previous Contact step.
    LeadConversion CreateContact
  6. Tap the Account button to proceed to the Account step of the lead conversion process.
    Note: As each step of the lead conversion is completed, the progress bar on the upper right of the screen will advance.
    LeadConversion ContactCreatedSelected
  7. If the lead record's Account Name field is populated and there are no duplicate account records found, the new record will be automatically created and selected on the Account step. Tap "Edit" to update any fields for the record. If you wish to relate an existing account instead, simply tap the Search Existing Accounts link. Tap the Opportunity button to proceed to the Opportunity step. If you wish to navigate back to the previous step, tap the Contact link. 
    Note: If the lead record's Account Name field is not populated, the Account step will display, giving users the option to associate an existing account or create a new account record instead.
    LeadConversion AccountStep
  8. New or existing opportunity records can be related to the lead by tapping the "Search Existing Opportunities"  or "Create Opportunity" link. If the Opportunities step indicates that it is optional, then an opportunity record is not required to convert the lead.
    • If any other supported modules (e.g. Task) are added to the convert lead layout in Studio, you will continue the lead conversion process by tapping the "<Module Name>" button (e.g. Task) to relate a new or existing record to the lead as necessary.
    LeadConversion OpportunityStep
  9. Once all of the necessary steps have been completed, tap the Convert button to convert the lead.
    LeadConversion Convert

Once the lead conversion process completes, you will return to the lead's detail view and the Status field will now display "Converted". In addition, the Convert icon will no longer display in the Record Actions menu. Please note that the Status field becomes read-only upon conversion and cannot be manually changed for the lead.
LeadConversion ConvertedStatus

Building Quotes

When accessing an instance running Sugar 8.0 and higher, quotes may be created and modified from within SugarCRM Mobile. This includes building quotes by creating groups, comments, and quoted line items which are based on items from the product catalog. Groups are optional but can be used to organize similar products or services. For example, a quote for software might have a group labeled "Services" to contain the quoted line items for implementation and extended support. For more information about working with quotes, please refer to the Quotes documentation.

When creating or editing a quote record, tap the Quoted Line Items tab to access its worksheet where you can add and manipulate line items, comments, and groups. Tap the Details tab to view and modify the quote's fields (e.g. Valid Until and Quote Stage).
EditingQuote

Note: The Quotes and Quoted Line Items modules may need to be made available in SugarCRM Mobile by your administrator via Admin > Mobile. For more information on controlling which modules are available in SugarCRM Mobile, please refer to the System documentation.

Working With Groups

The quoted line items and comments for a quote may optionally be organized into groups to bundle similar products or services together. For more information on quoted line item groups, please refer to the Quotes documentation.

To insert a group, tap "Add a Group" then tap the blank space beneath "Group Name" to type the group's name. You can then add line items and comments to the group by tapping "+ Quoted Line Item" and "+ Comment" buttons at the bottom of the group. Each group will display a Group Total value which sums all line item totals within the group.
Quote Group1

You can delete a group by tapping the "x" in the group's header. Doing so will move all comments and line items to the ungrouped portion of the quote.

Working With Quoted Line Items

Quoted line items can be added independently or within groups. To add a line item to a group, you must first create the group, then use the "+ Quoted Line Item" button at the bottom of the desired group. Tapping the "+ Quoted Line Item" at the top of the quote will create an ungrouped line item.

After adding the quoted line item, select an item from the product catalog by tapping the Line Item field then complete and adjust any other desired fields. The line item, group, and quote totals will update as you work.
QLI

Note: At this time, the ability to create custom quoted line items is not supported in SugarCRM Mobile. Ad-hoc line items can be created from the desktop application.

You can delete a quoted line item by tapping the "x" in the line item's header. This can also be done through the menu next to each line item when viewing the quote.

 

Working With Comments

Comments can be added independently or within groups. To add a comment to a group, you must first create the group, then use the "+ Comment" button at the bottom of the desired group. Tapping the "+ Comment" at the top of the quote will create an ungrouped comment.

After adding the comment, tap the blank space below the Comment header, type your desired text, and tap "Done" at the top of the screen.
Quote Comment

You can delete a comment by tapping the "x" in the comment's header. This can also be done through the menu next to each comment when viewing the quote.

Totals and Shipping

As you work to build the quote, various fields will automatically calculate to show updated values. Totals encompassing the entire quote appear at the bottom of the worksheet along with a Shipping field which is user provided.
Quote Totals

  • Line Item Total : The calculated total for an individual quoted line item, displayed in the line item's currency.
  • Group Total : The calculated sum of a group's line item totals, displayed in the quote's currency.
  • Total Discount : The calculated sum of all discounts appearing on any of the quote's line items, displayed in the quote's currency.
  • Discounted Subtotal : The calculated total of all line items, including their discounts, displayed in the quote's currency.
  • Tax : The calculated total tax amount based on the quote's tax rate being applied to line item totals, displayed in the quote's currency. Please note that an admin user will need to add the Tax Rate field to the Quotes module's Mobile EditView via Admin > Studio in order to set a quote's tax rate via the app. For more information, refer to the Studio documentation.
  • Shipping : A user-provided cost for shipping the quoted items, in the quote's currency.
  • Grand Total : The calculated sum of all line items plus any taxes and shipping costs within a quote, displayed in the quote's currency.

Note: At this time, the ability to view and modify the quote's master currency is not supported in SugarCRM Mobile. A quote's currency can be viewed and changed from the desktop application.

Downloading Quote PDFs

Quotes can be downloaded as PDFs using the PDF templates created by your system administrator. To download a quote PDF, open the More Actions Menu via the vertical ellipsis icon in the top right corner when viewing a quote record. The menu contains a download option for each PDF template associated with the Quotes module:
DownloadQuotePDFBoxedCropped

Tapping the Download button opens the PDF in the default PDF application on your device. From there, you can save the file to your device or share it with others using your device's email application.

Note that downloading quote PDFs only works with Sugar instances on version 8.3.0 and higher and does not work on device web browsers. In addition, if an administrator adds or removes a template, you will need to log out and in to see the changes in SugarCRM Mobile.

Favoriting Records

Users have the option to designate favorite records so that they can be located in lists of records using the My Favorites filter as well as having their updates appear in the main menu's activity stream. For more information about favorites, refer to the User Interface documentation.

When viewing a record's detail view, you can tap the Star icon on the top right. A solid white star indicates it is a favorite. Tap the star again toggle the favorites designation off.
Mobile DetailView Favorite

From a list of records such as Global Search, list view, dashlets, or lists of related records, you can select the "Favorite" and "Unfavorite" actions from the row's Actions menu as described in the dashlets, or lists of related records, you can select the "Favorite" and "Unfavorite" actions from the row's Actions menu as described in the Accessing Actions Menus From Lists section above.

Calling Records

If a record has a populated phone number field, you can tap the Call option in the record's Actions menu to make a call to the phone number. When viewing a record's detail view, you can tap the Call icon in the Actions menu. Please note that the Call icon will be grayed out if the record's phone number field is not populated. Additionally, you can tap the phone number on the Details tab. Your device's phone application will appear where you can make the call.
Mobile DetailView Call

From a list of records such as Global Search, list view, dashlets, or lists of related records, you can select the "Call" action from the row's Actions menu as described in the dashlets, or lists of related records, you can select the "Call" action from the row's Actions menu as described in the Accessing Actions Menus From Lists section above.

Note: If the phone number field and Call action do not appear for a module, check with your Sugar administrator. For more information on editing mobile layouts, please refer to the Studio documentation.  

Text Messaging Records

If a record has a populated phone number field, you can tap the SMS option in the record's Actions menu to compose a text message to the phone number. When viewing a record's detail view, you can tap the SMS icon in the Actions menu. Please note that the SMS icon will be grayed out if the record's phone number field is not populated. Additionally, you can tap the phone number on the Details tab. Your device's messaging application will appear where you can complete and send the text.
Mobile DetailView SMS

From a list of records such as Global Search, list view, dashlets, or lists of related records, you can select the "SMS" action from the row's Actions menu as described in the Accessing Actions Menus From Lists section above.

Note: If the phone number field and SMS action do not appear for a module, check with your Sugar administrator. For more information on editing mobile layouts, please refer to the Studio documentation. 

Emailing Records

If a record has a populated email field, you can tap the Email option in the record's Actions menu to compose an email to the email address. When viewing a record's detail view, you can tap the Email icon in the Actions menu. Please note that the Email icon will be grayed out if the record's email field is not populated. Additionally, you can tap the email address on the Details tab. Your device's email application will appear where you can complete and send the email.
Mobile DetailView Email

From a list of records such as Global Search, list view, dashlets, or lists of related records, you can select the "Email" action from the row's Actions menu as described in the Accessing Actions Menus From Lists section above.

Note: If the email field and Email action do not appear for a module, check with your Sugar administrator. For more information on editing mobile layouts, please refer to the Studio documentation. 

Mapping Records

If a record has a populated address field, you can tap the Map option in the record's Actions menu to open the device's map application. Please note that the Map icon will be grayed out if the record's address field is not populated. Additionally, you can tap the address field's value on the Details tab.
Mobile MapIcon

From a list of records such as Global Search, list view, dashlets, or lists of related records, you can select the "Map" action from the row's Actions menu as described in the Accessing Actions Menus From Lists section above.

To return to the SugarCRM Mobile app, simply exit the map app then tap the SugarCRM cube icon again.

Note: If the address fields and Web action do not appear for a module, check with your Sugar administrator. For more information on editing mobile layouts, please refer to the Studio documentation.

Sharing Records

Links to records can be sent to other users in your organization using the Share option from a record's detail view. The link will be sent via email, text message, or other method depending on your device's sharing options. From the desired record's detail view, tap the vertical ellipsis icon on the top right then select "Share" from the More Actions menu. 
Nomad2.7 Share Record

The recipient can simply click the link in the email, text, etc. to access the record in their Sugar account. If the recipient opens the link from their mobile device and they have the SugarCRM Mobile app installed, they will have the option to view the record in the app.  Please note that the user must log into Sugar to access the record. Users will only be able to view the shared record as allowed by their team membership, user access type, and assigned roles. For more information on teams and roles, please refer to the Team Management and Role Management documentation.

Uploading Record Files

Users can easily upload image or file attachments (e.g. .pdf, .doc, .csv, .xls, .xml, .jpg, .png, .txt, video, audio) to records that have a File-type field (e.g. Attachment), such as notes. Once the file is uploaded, other users will be able to download or view the attachment via SugarCRM Mobile and the desktop application.

Note: If the Attachment field and File action do not appear for a module, check with your Sugar administrator. For more information on editing mobile layouts, please refer to the Studio documentation.

The following steps cover uploading a file to a note record as an example:

  1. Tap the verticle ellipsis Quick Create button at the top right of the Global Search page and select "Create Note".
    UploadFile1
  2. Once the edit view opens, tap the Attachment field.
    UploadFile3
  3. Select the desired file from your device's list of available options (e.g. Google Drive, Box, Dropbox, Microsoft OneDrive, photo). Tap "Save" to preserve the changes.

Viewing Record Files

When a record contains an image or file attachment, you can tap the File icon in the record's Actions menu to download the file. Please note that the File icon will be grayed out if the record's File-type field (e.g. Attachment) is not populated.

Note: If the Attachment field and File action do not appear for a module, check with your Sugar administrator. For more information on editing mobile layouts, please refer to the Studio documentation.

ViewingFile

Once the download is complete, you will have the option to either view or share the file (e.g. .jpg, .gif, .doc, .pdf, video, audio) from within the mobile app. Tapping the Share option will allow you to share the file via email, text message, or other available options in the share menu.
Mobile5.1.0 Android ShareMenu

Importing Files From Emails

When viewing image or file attachments from your device's email application (e.g. Email, Gmail), you have the option to import the file (e.g. .xls, .xlsx, .htm, .html, .pptx, .pdf, .xml, .txt, .ods, .doc, .docx, .csv, .gif, .jpg, .svg, .png, .bmp, .mov, .zip) directly to the mobile app. Simply select "SugarCRM" from your device's applicable menu (e.g. Open with) to create a new note record including the file attachment. 

Use the following steps to import a file attachment from the email application to the Notes module:

  1. Tap the file (e.g. filename.docx) in the email.
  2. Select "SugarCRM" from the "Open with" menu then tap either "Just Once" or "Always".
    Note: Select "Always" to set SugarCRM as the default app and bypass the menu going forward. Select "Just Once" if you wish to select an app each time via the "Open with" menu.
    Android EmailFile SugarCRM1
    Note: For image-type files, tap the image then tap the vertical ellipsis on the upper right of the image viewer and select "Share". Select "SugarCRM" from the "Share via" menu then tap either "Just Once" or "Always".
    Android Image ShareMenu SugarCRM
  3. The mobile app will open and display the Create Note page. The file will automatically be attached to the note.
    CreateNote Attachment
  4. Fill in the appropriate fields then tap "Save" to create the record. 
    Note: All required fields will indicate "Required" and must be completed prior to saving.

Visiting Record Websites

If a record has a populated website field, you can tap the Web option in the record's Actions menu to open the site in your device's web browser. When viewing a record's detail view, you can tap the Web icon in the Actions menu. Please note that the Web icon will be grayed out if the record's Website field is not populated. Additionally, you can tap the Website field's value on the Details tab.
Action Web Nomad2.6

From a list of records such as Global Search, list view, dashlets, or lists of related records, you can select the "Web" action from the row's Actions menu as described in the Accessing Actions Menus From Lists section above.

To return to the SugarCRM Mobile app, simply exit the browser then tap the SugarCRM cube icon again.

Note: If the Website field and Web action do not appear for a module, check with your Sugar administrator. For more information on editing mobile layouts, please refer to the Studio documentation.

Refreshing Pages

To refresh pages (e.g. list view, activity stream, global search) in SugarCRM Mobile, simply place your finger on the middle of the page then drag the page down and release. This action will refresh the page to display the most current list of records, entries, results, etc. For detail view, you will need to navigate away from the record then return to the detail view to see and updates. 
Mobile RefreshPage

Working With Erased Fields

Depending on your organization's data privacy policies, there may be occasions when you need to immediately and permanently remove information from your Sugar instance. One example is fulfilling a request to erase an individual's personal information. Fields which have been designated as personal information in Admin > Studio can be erased via a data privacy record. For detailed information about data erasure in Sugar, please refer to the Data Privacy Guide.

Once a field (e.g. office phone, address) gets erased in a Sugar record (e.g. contact), "Value Erased" will be displayed in SugarCRM Mobile as a placeholder where the value used to appear.
Mobile ErasedField

"Value Erased" will also appear in grey when editing erased fields although users have the ability to re-populate the erased field. However, the field should only be re-populated if the individual has provided their consent for your organization to use the information, or as specified by your organization's data privacy policy.

Conflict Resolution

As you make changes to records in SugarCRM Mobile, changes may also be made to the same records by other users. This is especially likely when reconnecting to internet access after operating in offline mode. When a field has a new value on both the instance and your mobile device, the following will occur:

Online Mode

SugarCRM Mobile provides a message and choice:

  1. Discard SugarCRM Mobile changes and load the instance value.
  2. Load the instance copy and override fields you have changed with SugarCRM Mobile values.
Offline Mode SugarCRM Mobile's new value for the field overrides the change stored in the instance.

Administering SugarCRM Mobile

Sugar users with administrator access can configure SugarCRM Mobile to suit their users' needs. In Admin > Mobile, you can configure what modules are available for use in SugarCRM Mobile. For more information on enabling modules for use in the application, refer to the System documentation. Administrators can also configure SugarCRM Mobile's edit views and detail views for each modules. For more information on configuring mobile layouts, refer to the  Studio documentation.

Note: After any administrator configurations made in Admin > Mobile or Admin > Studio, SugarCRM Mobile will display an alert allowing users to load the changes to their mobile app.

Configuring and Deploying via MDM

Administrators can configure and distribute SugarCRM Mobile using Mobile Device Management solutions. The following configurations are available to control via MDM:

Setting Key Default Description
Instance URL serverUrl   Pre-populate your instance's URL to prevent users having to manually enter this value.
Secure Connection useHttps 1 (Enabled) Pre-populate the secure connection checkbox during login. Configure this to "0" in order to disable SSL and allow VPN to be enabled.
Single Sign-On ssoOption 0 (Disabled) Pre-populate whether single sign-on is enabled during login.

 

Last modified: 2019-03-07 19:51:25