QuickCRM Mobile Mobile Access to SugarCRM

User Manual Version: 1.1

NS-Team S.A.R.L. au capital de 90 000 euros 55 chemin de Mervilla 31320 Auzeville - FRANCE Web : www.ns-team.fr - Email : quickcrm@ns-team.fr

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Introduction

QuickCRM Mobile gives you access to your CRM data on your smartphone. QuickCRM Mobile comes in two editions: QuickCRM Mobile CE (GPLv3) QuickCRM Mobile Pro (Commercial License) It is available in English and French and the interface is automatically adapted, depending on the default language defined in SugarCRM.

II Installation
Admin users of SugarCRM can install QuickCRM using Module Loader. The mobile access is located in the mobile directory of your CRM installation. Please make sure this directory is writable before installation.

III Using QuickCRM Mobile

III.1 Login
Open your browser and connect to http://your-sugarcrm-server/mobile or https://your-sugarcrm-server/mobile depending on your configuration

Enter your SugarCRM login and password, and then click on Login.

The Home screen might be slightly different depending on your access rights defined in SugarCRM.

III.2 Search CRM Data

You can search Accounts, Contacts, Leads, Opportunities or Tasks with - Name - My items (Pro version only) Searching automatically extends your search keyword with wildcards, so you just need to type a few letters to search data. Example: - Searching for ban might return o Bank of America o Union Franaise de banque Search on Contacts looks for your keyword in First Name and Last Name. Activating My items restricts search to data assigned to you. When searching for Tasks or Opportunities, the More Options button (Pro Version) allows you to search by Task status or Opportunity Sales stage:

III.3 Create or edit Data (QuickCRM Pro)

Edition
To edit existing data (Account, Contact, Opportunity, etc.), find this element, then click on the Edit button. A form is then opened allowing you to update existing data:

Click Confirm to save your modifications. If your access rights do not allow you edition on these data, you will get an Access Denied error message. Important Note: For date and time entries, some browsers are not full html-5 compliant and date or datetime will be input as a text box. In that case, you should enter dates and time using the following format: - Date: o DD/MM/YYYY (French version) o MM/DD/YYYY (Other languages) - Datetime: o DD/MM/YYYY HH:MM (French version) o MM/DD/YYYY HH:MM (Other languages)

Account Creation

You can create an Account from: - The search Account screen Click on New

The Account List screen Click on +

Contact Creation
You can create a Contact from the detail view of its account.

Opportunity Creation
You can create an Opportunity from: - the detail view of the related account, - the detail view of a contact (the opportunity will then also be attached to the contacts account)

Calls and Meeting Creation

You can create Calls and Meetings from the detail view of the related contact.

III.4 Calendar (QuickCRM Pro)

The Calendar button gives you a quick access to your calls and meetings

Today : Calls and Meetings planned today 7 Days : Calls and Meeting planned in the next 7 days (including today) Late : Calls and Meeting planned in the past and still not held

III.5 Options (QuickCRM Pro)

Several options are available to limit the quantity of displayed data in the calls and meetings subpanels of Accounts, Contacts, Leads or Opportunities. From the Home Page on your handset, click on Options My Items : Displays only Calls and Meetings assigned to me # days before Do not display Calls and Meetings dated before that number of days # days after Do not display Calls and Meetings dated after that number of days By default, only Calls and Meeting between now 30 days and now + 30 days are displayed. # Status Display Calls and Meetings depending on their status

IV Customization (QuickCRM Pro)

Before customizing QuickCRM, make sure all fields definition are available to the mobile interface (especially if you have recently used Studio to add fields, change labels or edit the dropdown lists): Login as administrator and go to the Admin Menu, then click on QuickCRM Update.

QuickCRM can display or edit fields (including custom fields) for the following types: - Text, - Numbers, - Enum, - Date / Datetime Boolean and multienum will be supported in a later release. Use your text editor and edit file mobile.config.js located in the mobile directory: Accounts_additional_fields = ['industry']; Contacts_additional_fields = []; Meetings_additional_fields = []; Calls_additional_fields = []; Tasks_additional_fields = []; Opportunities_additional_fields = []; Leads_additional_fields = ['status','lead_source']; Add the fields to be displayed to the appropriate array, then save this file.