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On September 23rd, we had our first SugarCRM User Group Meeting focused on Mobile Client Training. Mark your calendars for November 18th at 2PM EST when we will host the next User Group Meeting covering Sugar Workflow Automation.
A huge thanks to everyone who participated in this meeting! Below is the video recording from the meeting, general notes as well as the questions & answers.
Still have questions about SugarCRM Mobile? Feel free to reach out to our team here, and we'll be happy to answer!
Sugar University has administrative courses, self-paced and scheduled online courses. October 21 – 23 is an online course for Sugar Administration Essentials. All courses are free and included in your paid subscription.
There is an 8-minute video on How to Use SugarCRM Mobile available in Sugar University.
SugarCRM has an app for both the iOS and Android devices, which can be downloaded from the App Store (iOS) or Google Play Store (Android).
By clicking on the SugarCube in the upper left-hand corner will bring up the module menu, which is the equivalent of what you see in Sugar at the top of your screen on desktop. On mobile, it is listed top to bottom instead of left to right.
In the administrative section of Sugar (desktop) you can click on Mobile to enable/disable modules. This is also where you need to enable offline caching.
You can customize what is available the Sugar mobile app in the administrative section of Sugar (desktop) through the Studio section. In the mobile layouts section, you can change layouts based on your specifications and needs.
Yes, SugarCRM Mobile works either from Wi-Fi or your mobile cellular connection.
Both work, the only difference between 6.7 and 7 on SugarCRM Mobile is the offline capability, which is only available for Sugar 7.
No, the SugarCRM Mobile application does not access the personal data on your phone.
Yes, notes and records can be edited in addition to calls, tasks, etc.?
When there is no Internet connectivity, you will not need to authenticate into the application. It will use a cached authentication.
Yes, it is restricted to the 100 last module records that the user has been using (most recent created/touched).
Any reports that you have in your Sugar environment can run on mobile. Dashlets are currently not available on mobile.
Offline caching is currently only available on a mobile or tablet device (not available on desktop).
Once connectivity returns it will detect that it's online and sync the changes.
There is no current separation between rights to access a field on mobile vs. desktop. A workaround would be to hide the field from the edit screen and only make the field available on the detail screen.
If you have Sugar 6.7.x you have full access to SugarCRM Mobile. If you want to upgrade to Sugar 7 you would be placed in the queue to upgrade depending on your environment. You can bump up in the queue by filing a support ticket, and Sugar will work on getting you upgraded.
The admin Studio customizations are not available on mobile. To make changes use Studio on the desktop to make changes for the mobile app.
If the user has the ability to update a record on the desktop they have the same permissions on mobile. The only way would be to enable Sugar's auditing function through Studio. There is no global undo function.
It is available on both. If changes are made on the mobile version it will track it the same way it does on the desktop.
The details that were synchronized in from the mobile will overwrite details entered on the desktop if they took place before the synchronization.
It is controlled by the application (device).
Currently, it is set to a limit of 100 records. We are still researching this question to determine the feasibility of modifying it through source code. There is no administrative option for this.
There is not an option to print from the mobile version and it does not support AirPrint. We have made this suggestion to SugarCRM as an enhancement request.
The mobile sync is configured through the Admin config panel in the "Mobile" section where there is a checkbox to enable offline settings.
From Sugar 6 to Sugar 7, Sugar decided that not enough people were using the Projects module. If you would like it back you can make a customer service request to Sugar and they will re-add it.
In Sugar 6.7.x the offline caching feature is not available (where in Sugar 7 it is)