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HOW TO INSTALL MOBILE APP FOR SUITECRM

Step-by-step guides to help you install Mobile CRM app on your phone

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FyNCRM is developed for SuiteCRM and SugarCRM Community Edition to help sales and support team access CRM data anywhere, anytime. You can get complete access (view, edit & create) of SuiteCRM modules such as Accounts, Contacts, Opportunities, Leads, Cases, Calls & Meetings with very minimal efforts

WHAT’S NEXT ?

After installing Mobile App



Follow-up leads

Manage Cases

Track opportunities

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Update and manage contacts

Update call appointments

Close sales



Login

step-1


to CRM with ADMIN Access


Locate the FyNCRM Mobile CRM application from the app marketplaces such as App store for ios app and Google Play store for Android mobile app. Once you have found the application, click and install the application from your smartphone, tablet or any supported device.

Not downloaded our new App yet?! GET IT.

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App Already Installed ?but Not downloaded CRM Server Package yet?! GET IT.

Module loader

STEP-2

To begin with the installation, sign in as Admin into SuiteCRM. Explore to the Administrator page and Click on module loader to install the package.

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STEP-3

Upload the Zip file
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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.

Find Mobile App Plug-in

STEP-4

After successful installation you can see the FyNCRM mobile app plug-in list on module loader page.

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STEP-5

Repair your SuiteCRM instance
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Now u need to repair your SuiteCRM instance. For that go to the administration page and click on repair “link quick repair and rebuild” (optional)


FyNCRM Mobile App Setting

STEP-6

Go to admin and Click on the Fyn CRM mobile app setting. Here you can select the users, module and mobile views and search fields.

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STEP-7

Select the Modules
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From FynCRM mobile App setting, you can select the modules to be displayed in the app.


Select the fields

STEP-8

From FyNCRM mobile App setting, you can select Mobile views and search views and Select the fields to be displayed for three views; Edit, detail and list with respect to the above selected module.

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