Mobile
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.
Topics
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.
To distribute a customized mobile app that was created via SugarCRM's mobile SDK, you must provide your app with a certificate and digitally sign the app. The certificate serves as a virtual fingerprint that uniquely associates the app to you. App signing allows the client (i.e. the 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. This also helps iOS and Android ensure that any future updates to your app are authentic and come from the original author. This article explains the iOS and Android app signing process for your mobile SDK app.
Mobile deep links are URLs that launch an app such as the 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.
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.
The SugarCRM mobile app 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. Administrators can enable offline capabilities for the SugarCRM mobile app. 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 App User Guide.
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 the mobile app, as well as how to filter your list of records and sort the filtered results.
When troubleshooting an issue in the SugarCRM mobile app, 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 app which may assist in troubleshooting the problem. This article covers how to collect and send the log files from the app to our support team.
PDF documents can easily be signed and uploaded against relevant records in Sugar using the SugarCRM mobile app in combination with Adobe Acrobat. This article covers duplication, signing, and sharing a PDF to the mobile app, and attaching the signed PDF to a note record. This process works even when your mobile device has no internet connection as the resulting note and attached PDF is saved in the app's offline storage and uploaded to the Sugar instance once a connection has been re-established.
There are several relatively common environment issues you may come across when working with the mobile SDK. This article covers some of the more common errors you might encounter while building your app with the SDK or when installing libraries. Refer to the Mobile SDK Developer guide for more information on creating apps using the mobile SDK.