SugarMob Pro

1
sales_at_biztechconsultancy.com
1
User Guide SugarMob Pro
Compatibility SugarCRM CE 6.5.
2

• Table of Contents
• Introduction 3
• Prerequisites 3
• Installation 3
• Plugin Configuration 5
• Technical Support 17
• About Biztech Consultancy 18 SugarCRM
  Expertise 18

2
3
1. Introduction Biztech consultancy provides
a proficient mobile application for Android
with SugarCRM in- stance as a back end. It
allows accessing your customer data on your
mobile device. The mod- ules and their layout can
be configured from the back end. 2.
Pre-requisites
Following points must be followed
before starting the Plug-in installation ?
You should login as an Administrator in
SugarCRM.

• 3. Installation
• Step 1
• To start with the installation, log-in as
  Administrator into SugarCRM. Go to the
  adwiYistratioY page aYd ÐliÐk oY ?Module Loader?
  to iYstall the paÐkage.
• Step 2
• Bro?se the zip file aYd ÐliÐk oY ?Upload?
  duttoY uYder Module Loader sÐreeY. After
• uploadiYg paÐkage, ÐliÐk oY the ?IYstall? duttoY
  to iYstall the paÐkage.

3
4
Step 3 CliÐk oY ?Cowwit? duttoY to fiYish the
iYstallatioY. After suÐÐessful iYstallatioY you
ÐaY see ?SugarMob Pro? Plug-in in Installed
plug-in list on Module Loader page.
Step 4 Now, need to repair your SugarCRM
Instance. For that go to Administration page
and ÐliÐk oY ?Repair? liYk, theY ÐliÐk oY ?QuiÐk
Repair aYd Reduild? liYk.
4
5
4. Plugin Configuration
Step1 Get an activation key Get the activation
key from the Order Confirmation Mail. OR Login
to your Biztech Store account then go to
Downloadable options and copy the activation key
for the SugarMob Pro. Step2 Activate your
plug-in After the successful package
installation, you need to validate your license
and activate your SugarMob Pro Configuration. Log-
in to your SugarCRM as admin and go to
Administrator Page. You can see the admin
panel has one more panel added for SugarMob Pro.
Now click on License Configuration link, this
will re-direct you to License Configuration tab.
Enter License activation key for the SugarMob Pro
plug-in provided by Biztech Store. Validate your
license dy pressiYg the ?Validate? duttoY. After
the successful validation of license key you can
Enable/Disable the plug-in.
Now, Your SugarMob Pro plug-in has been activated.
5
6
Step3 CliÐk oY ?User AÐÐessidle Modules
ettiYg?. Here you can select the modules to be
displayed in the app. This will be applicable to
all app users.
Tick against the checkbox of the wodules to de
displayed iY the app. CliÐk oY ?ae?
duttoY. Step4 CliÐk oY ?CoYfigure Modile
Layouts?. Here you can set the fields for three
views Edit, Detail and list with respect to the
modules selected above. 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 set
in the app. This setting will be for all Edit,
Detail and View.
6
7
Edit View Layout
7
8
Detail View Layout
8
9
List View Layout
9
10
Step5 Download and install the mobile app on
your phone. The login screen will be as follows
Enter the username, password and the store URL to
which you want to connect.
10
11
Step6 When you log in successfully, the app will
load the modules as configured previously. The
next screen will be a dashboard screen as showed
below
11
12
Step7 Access the modules listed in the menu. You
can verify that the modules that you have ticked
in step 3 will only show up here.
Step 8 View any of the modules, the layout will
reflect as you configured in step 4. You can edit
and delete the records as per the accessibility.
12
13
Step 9 Call or SMS any contact directly from the
app.
13
14
Step 10 Move to the Settings screen where you
can set the number of records per page. Switch on
the ?tore data offliYe? tad to sae your data
eeY iY offliYe wode. Press the syYÐ duttoY to
syYÐ the offline data with your SugarCRM instance
when connected to the internet.
14
15
Step 11 View and edit your profile and password
through the app.
15
16
Step 12 Go to the Calendar module, where you can
schedule calls and meetings for a specific date.
All Set! Now, your SugarMob Pro has been
configured and ready to use.
16
17
5. Technical Support We accept all kinds of
SugarCRM queries and provide customized SugarCRM
solution, focusing on distinct business
requirements! We provide all technical support!
Get in touch by filling in an online message form
to contact our support team or shoot us an email
at support_at_biztechconsultancy.com Your IT
Partner, With You Anytime, Anywhere! You may
also like
17
18
6. About Biztech Consultancy
We simplify your business by offering unique
business solutions in digital web and IT
landscapes. Our core expertise includes
SugarCRM Expertise

• We specialize in Creating Useful and
  Mission-Critical SugarCRM plug-ins! Whether it is
• Plugin Development
• Customization
• Integration
• Maintenance
• Upgradation
• You can trust our expertise!

18
19
support_at_biztechconsultancy.com sales_at_biztechconsul
tancy.com www.biztechconsultancy.com
19