USER MANUAL TABLE OF CONTENTS · USER MANUAL: SugarMob - SugarCRM Employee App 2 Installation SugarMob Plug-in Installation Step 1: To start with the installation, Log-in as Administrator

USER MANUAL

SugarMob - SugarCRM

Employee App

Version: 2.1

SugarCRM Compatibility Community Edition: 6.5.* to 6.5.25

Professional Edition: 6.5.* to 7.7.*

Enterprise Edition: 6.5.* to 7.7.*

Device Compatibility 3.1 Honeycomb and above (Nougat 7)

iOS 8 and above

TABLE OF CONTENTS

Introduction ................................................... 1

Benefits of Employee App .............................. 1

Prerequisites .................................................. 1

Installation ...................................................... 2

SugarMob Plug-in Installation ........................ 2

Plug-in Configuration ..................................... 4

SugarCRM Configuration Settings .................. 4

Front Side Instructions ................................... 7

Contact Us .................................................... 33

USER MANUAL: SugarMob - SugarCRM Employee App

www.appjetty.com 1

Introduction

SugarMob from AppJetty is a feature-rich and customizable mobile application for SugarCRM. Available for iOS and Android platforms, this app allows role based accessibility to users and also allows admin to integrate all or selected CRM modules dynamically with the app. The app is equipped with an interactive dashboard and provides analytical reports and graphical charts for all available CRM data.

Benefits of Employee App SugarMob allows your sales team to carry their CRM data in their mobile devices. Mobile CRM opens up

tremendous opportunities for your team and provides benefits like:

Better Productivity - Your sales team has 24X7 access to CRM data resulting in better productivity

Data Synchronization - With SugarMob you can integrate your CRM data across all digital devices.

Better Customer Relationships - SugarMob helps your team handle customer’s complaints anytime, anywhere as and when they arise. Faster communication leads to enhanced customer satisfaction.

Better Quality Data - SugarMob allows live data feeding in the CRM system, thus resulting in better quality data inputs

Increased CRM Adoption - CRM in the form of a mobile app results in better CRM adoption amongst the sales team who are always on the move.

Prerequisites

Following points must be followed before starting the plug-in installation:

You should be able to login as an Administrator in SugarCRM.

Check if your SugarCRM Instance is compatible for SugarMob or not.

You must have a valid License Key Provided by AppJetty.

If you are installing SugarMob, then make sure there should not be any older version of SugarMob already installed in your SugarCRM. If there is any then you should uninstall that plug-in first.

And lastly, install the mobile application on your android smart phone.


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Installation

SugarMob Plug-in Installation

Step 1: To start with the installation, Log-in as Administrator into SugarCRM. Navigate to the

Administration page and click on ‘Module Loader’ to install the package.

Step 2: Browse the zip file and click on ‘Upload’ button under Module Loader screen. After

uploading package, click on the ‘Install’ button to install the package.


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Step 3: Click on ‘Commit’ button to finish the installation. After successful installation you can see

‘SugarMob’ Plug-in in Installed plug-in list on Module Loader page.

Step 4: Now, you need to repair your SugarCRM Instance. For that go to Administration page and

click on ‘Repair’ link, then click on ‘Quick Repair and Rebuild’ link.


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Plug-in Configuration

SugarCRM Configuration Settings Step 1: Get an activation key

Get the activation key from the Order Confirmation Mail. OR

Login to your AppJetty account then go to Downloadable options and copy the activation key for

‘SugarMob’.

Step 2: Activate your plug-in

After the successful package installation, you need to validate your license and activate your

SugarMob Configuration.

Log-in to your SugarCRM as admin and go to the Administrator Page. You can see the admin panel

has one more panel added for SugarMob.

Now click on ‘SugarMob License Configuration’ link, this will re-direct you to ‘License

Configuration’ tab.

Enter your license activation key for ‘SugarMob’ provided by AppJetty. Click on ‘Validate’ button

to validate your license key.

After the successful validation of license key you can Enable/Disable the plug-in.

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Step 3:

Click on ‘User Accessible Modules Setting’. Here you can select the modules to be displayed in the

app. This will be applicable to all app users.

Drag and drop the modules from the ‘Enabled Module’ panel to the ‘Disabled Module’ panel to

disable them from the application.


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Step 4:

Click on ‘Notification Configuration’ tab. Here you can enable notifications for record creation,

modification and assignment in the modules.

Step 5:

Click on ‘Configure Mobile Layouts’. Here you can select the fields to be displayed for three views:

Edit, Detail and list with respect to the above selected module.

First and foremost, select the module from the drop down list. This list will include only the

modules selected in user accessibility section.

Drag and drop the fields in right pane which you would like to display in the app.

Note: By default ‘Default’ group will be assigned to a newly created contact record.


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Front Side Instructions

Login:

Download and install the mobile app on your phone.

Enter the username, password and the SugarCRM URL to which you want to connect.


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Forgot Password:

To retrieve your password, click on ‘Forgot?” option, enter your email ID and submit. Your will

receive your password on your mail ID.

Dashboard:

Access all important modules from the dashboard like your Recent Records, Activities for the day,

app settings etc.


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Main Menu:

Access all SugarCRM modules enabled from the backend for the application from the main menu.


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Quick Create:

Quickly create records in a module from the dashboard using ‘Quick Create’ option.


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View Profile:

View or Edit your profile information from the dashboard shortcut or access your profile from the

main menu.


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Edit Profile:

Edit your profile or change your login password from the application.


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Global Search:

Search across any modules in SugarCRM and obtain results at one place.

To search any record click on the Global Search Bar and enter the search keywords. Based on the

keywords the search results will be displayed module-wise.

You can also filter the modules from which you want to fetch the records.


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Today’ Activities:

View all your activities i.e. calls, tasks and meetings from one place.


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Configure Today’s Activities:

To configure the activities, click on the settings icon. You can drag and drop an activity to set its

priority in the list; you can also enable/disable an activity from the list.


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Recent Records:

View module-wise list of records that you have created recently.


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Configure Recent Records:

To configure the recent records, click on the settings icon. You can drag and drop a module to set

its priority in the list; you can also enable/disable a module from the list.

Note: Maximum 5 modules can be selected for viewing recent records


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Analytical Charts:

View analytical charts with SugarCRM Reports. View charts with your own records or for all

records.

You can view the following analytical charts:

Outcome by month

Opportunities by lead source, Opportunities by sales stage

Sales Pipeline

Campaign ROI


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Recently Viewed Records:

View module-wise list of records that you have viewed recently and avoid navigating to the

modules again and again.


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Module List View:

Navigate to any of the SugarCRM module from the main menu, the layout will be reflected as

configured by you. You can add, update, delete or search records as per the accessibility.

You can all filter out the records to display your own records.


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Module Detail View:

Click on any of the record from the list view and view all the details of that record.

You can edit the record or duplicate it, make a call, send SMS, convert a lead, email or locate the

address of the prospect on map, based on the fields in the module.


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Related Module View:

View modules related to a record from the detail view. Press on the ‘Related’ tab in the detail

view of a record and view list of modules related to it. Press on any of the module from the list to

view the related records.


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Lead Conversion:

As your Leads become matured convert them into Contacts, Accounts or Opportunities.

To convert a lead click on ‘Convert’ icon in the quick actions menu from the Detail view of Lead

Module.

Select the module to which you want to convert the Lead and click on ‘Save’.


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Add New Record:

Create a new record from the list view of a module. Press on the “Create” icon in the list view to

create a new record in the module.


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Import Contacts:

Import your phone contacts to SugarCRM and create a new contact in just a few clicks.

To import a contact navigate to the Contacts module and click on the quick create button. Choose

‘Import Contact’ option and a list of your phone contacts will be displayed. Select the contact you

wish to import.


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Calendar Single Day View:

View all your activities for the day in the calendar view. Press on the ‘Create’ button to add an

activity for the day.


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Calendar Month View:

You can also view all your activities for a month in the calendar view. Press on the ‘Create’ button

to add an activity or select any date to view the details of activities scheduled for that day.


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Multi Language:

With the multi language support, view the Application in your preferred language. SugarMob

supports all languages supported by SugarCRM. You could also add a language pack to match your

requirements.

To select your preferred language navigate to ‘Settings’ and select the language from the

Dropdown menu. Your app will be reloaded and on login it will set the language you have chosen.


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Offline Sync Monitor:

You can go offline whenever you want, add records in offline mode and sync them when you get

connected to the internet.

You can sync all offline records together in one go or sync them based on modules. Also view the

stats of records being synced online.


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General Settings:

Configure your app settings directly from the dashboard or navigate through the main menu.

Set pagination limit, enable offline sync feature and select modules to be displayed in the main

menu and quick create menu.

LDAP

SugarMob now also supports LDAP authentication of SugarCRM increasing its password

management ability.


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Main Menu Configuration:

Enable modules you wish to display in the main menu or drag and drop them to set their priority

and save your selection.


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Quick Create Menu Configuration:

Enable modules you wish to display in the quick create menu or drag and drop them to set their

priority and save your selection.


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Contact Us We simplify your business, offer unique business solution in digital web and IT landscapes.

Customization:

If you would like to customize or discuss about additional feature for Employee App, please write to

[email protected]

Live Chat

Get instant support with our Live Chat.

Visit our product page at:

https://www.appjetty.com/sugarcrm-employee-app.htm and click on the Live Chat button for instant support.

Tickets

Raise tickets for your specific question!

Send an email to [email protected] Or

you can login to your account @

www.appjetty.com and click on My Support

Tickets on your account dashboard, to get

answers to your specific questions.

mailto:[email protected]://www.appjetty.com/sugarcrm-employee-app.htmhttps://www.appjetty.com/sugarcrm-employee-app.htmmailto:[email protected]://www.appjetty.com/

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Documents

USER MANUAL TABLE OF CONTENTS · USER MANUAL: SugarMob - SugarCRM Employee App 2 Installation SugarMob Plug-in Installation Step 1: To start with the installation, Log-in as Administrator