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Sugar can be accessed easily when you’re out of the office on your iPhone or Android devices. For iPhones and iPads, the app can be downloaded from the iTunes App Store. For Android devices, the app can be downloaded from the Google Play Store.
Note: For Sugar versions 6.7.1 and above, look for ‘SugarCRM Mobile’ in the list of apps. There could be some older apps listed that are only compatible with older Sugar versions and editions.
Once the app has been downloaded and installed, there will be a small amount of configuration required when you open it.
Single sign-on is available in Sugar 7.5 and above. If your Sugar implementation has been configured to use Single Sign-On, leave the username and password blank and click on Single Sign-On to be taken to your Single Sign-on page where you can use your SAML credentials.
Once you log into the SugarCRM Mobile application for the first time, there is a brief tour to familiarize you with navigation.
In Sugar 7.5.1 or above, you might also see a prompt to download some of your assigned records. You can select ‘Later’ to do this at a later time. Offline access became available in Sugar 7.5.1.
On logging in after the first time, the default is to show recently viewed pages (accounts, contacts, meetings, cases, etc.).
We’ll cover more of the functionality in the SugarCRM Mobile app in our next blog on ‘Accessing SugarCRM on Mobile Devices.’