SugarMob - SugarCRM Employee App

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USER MANUAL
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
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
USER MANUAL: SugarMob - SugarCRM Employee App
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 plugin first.
 And lastly, install the mobile application on your android smart phone.
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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App

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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
Main Menu:

Access all SugarCRM modules enabled from the backend for the application from the main menu.
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USER MANUAL: SugarMob - SugarCRM Employee App
Quick Create:

Quickly create records in a module from the dashboard using ‘Quick Create’ option.
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USER MANUAL: SugarMob - SugarCRM Employee App
View Profile:

View or Edit your profile information from the dashboard shortcut or access your profile from the
main menu.
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USER MANUAL: SugarMob - SugarCRM Employee App
Edit Profile:

Edit your profile or change your login password from the application.
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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
Today’ Activities:

View all your activities i.e. calls, tasks and meetings from one place.
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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
Recent Records:

View module-wise list of records that you have created recently.
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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
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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USER MANUAL: SugarMob - SugarCRM Employee App
Contact Us
We simplify your business, offer unique business solution in digital web and IT landscapes.
Live Chat
Tickets
 Get instant support with our Live Chat.
 Raise tickets for your specific question!
 Visit our product page at:
 Send an email to [email protected] Or
https://www.appjetty.com/sugarcrmemployee-app.htm and click on the Live Chat
button for instant support.
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.
Customization:
If you would like to customize or discuss about additional feature for Employee App, please write to
[email protected]
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