Sage CRM

Hi, I tried to add Documents tab to Company tab group for mobile devices. I used Firefox to access the mobile Sage CRM 2018. I can see the newly added Documents tab on Company tab group. However. when I clicked on the Documents tab link on mobile devices…

Is there anything on the roadmap to get the workflow enabled when the mobile web or app is used. I understand the responsive view for the tablet works AOK has workflow and get that on a mobile device most of the time end users will be just using mobile…

Hi I'm a bit stuck, been attempting to remove some fields displayed in mobile CRM so they match our desktop version, I want to create consistency across devices. To remove fields I followed what I believe to be the right path. for example Admin/customisation…

Hi, I am trying to use the Sage CRM app for iPhone and clicking the 'download data' button does nothing.. I have installed the component on CRM and CRM runs both on port 80 and 443... Does anyone have any suggestions on how to get this working…

Using CRM 2017 R2 installed the SageCRMApp component - checked and see that OpportunityMobileExtra screen exists and I added a second field to the screen checked that the admin user is allowed mobile access and web services downloaded app from iTunes…

Can CRM 7.x server and the mobile apps (iPhone and Android) be configured to communicate on a port other than 80 or 443? The client has already dedicated those ports on their public IP address to other core applications.

Hello good day, We have tablets with Android and Ipads (all have Office installed) and we would like to connect to the CRM Cloud and that could save emails but do not know how to install the plugin outlook. Any suggestions? Thank you very much in…

Hoping someone can help. Getting this message when user tries to login to SageCRM through iPhone... Access violation at address 1A004906 in module 'eware.dll'. Read of address 68743B94. This is only happening to one user. I looked through the community…

Hi...hoping someone can assist me with some strange behavior on my iphone. I am trying to access Sage CRM on my iPhone through safari. I can get to the login page and login fine. However, once I login, the screen does not display properly. I have tried…

Hi, In the document, "Sage CRM 7.3 Mobile Features Matrix," it indicates that "Add \ Import Leads' is available, however, "View Leads" is not available for Sage CRM for iPhone and Android. Does this mean the user can not view the leads they add / import…