Sage CRM

I have seen this asked before, and I am assuming the answer is still no, but perhaps someone has a workaround. One of my clients workflow actions in Opportunity to send an email for a quote request. They want that functionality in the Mobile site through…

Is it possible to add field titles/captions to the find lists on the mobile website?

Dear Sage Team, I can see the Sage CRM mobile app (Android) was last updated on 05th Dec 2019. Is there a plan to release an updated version? Please share if there is a roadmap. An email with the same query to the app developer contact (sagecrmwebadmin…

I am having an issue with accessing CRM via a mobile browser. When navigating to the url, the login screen comes up, I can log in. But once logged in, no data displays. The mobile theme displays, but no data. Has anyone experienced this and have a resolution…

Hi everyone. To be absolutely clear, this issue relates to the APP and not the mobile web access as posts seem to get lost in translation between the two. I having an issue with the Sage CRM mobile app whereby when clicking on the download data button…

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…

Hoping to get a confirmation or some assistance with the weekly calendar view for Sage CRM mobile. We have had several clients inquire about this and we have looked into it and cannot find a solution. Clients are using the Week view when on their calendar…

Hi We added couple of screens to sage mobile, it does not limit the cases based on compny as it does on desktop. is this a bug in CRM or I am missing something.

I want to set a screen for mobile. the screen works perfectly on desktop but as there are many calculations involves in the fields, (auto calculated fields for example) It doesnt seem to work on mobile, any guidence is highly appreciated

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, We use the mobile sage crm solution ( not the native apps ). I read in the mobile documentation that we could set an entity ReadOnly thanks to the js file 'wwwroot\smartphone\SageiPhone.js .' So I set the updateOpportunities parameter to…

Hello, i need to display/hide tabs in condition to field values. In the crm desktop version, there's no problem with hiding tabs. For example, i added a tab "Protect Details" with the SQL condition proj_performance_line like '%Protect%' . In result…

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…

I am having an issue with a client trying to use the android mobile theme on 7.2. Non-admin users do not have the 'Change' or 'Save' buttons avaliable on the top right hand corner for any of the entities. The Sageiphone.js is set to 'true' to allow…

Hi, I had a request from one of my customers asking if there was a way to have a note or communication created by just talking to CRM on a mobile device. Anybody knows of anything close? Thank you

Hi, everyone! I am new to Sage CRM and have changed the access for mobile to true. However, when trying to access from my android browser, I keep getting the message that my log-in is not correct. Is there a specific log-in I need for mobile?…

Hello, Using Sage CRM v7.1 while updating Person we are updating Mobile phone in Phone/Email block but while creating report for Person using vPerson i am not able to get all phone no specially Mobile and business etc.. in Column for one person if user…

Hi, I was wondering what options are available to customise the mobile applications, specifically adding workflows to the apps? Thanks, David

We have an integer field on Case entity, called Case Counter. We have put this on Search Case screen as well so that users can enter a specific value in it and based on that retrieve the case record. Users have option to search 'Equal To', 'Gretaer Than…

I've got an issue on my client's Tablet component where it constantly loops any attempt to drill down into any entity tied to a Company (Person, Communication, etc). Users can navigate to the Company through Find > Company, and display the Company Summary…

Hello, I was wondering if someone could explain to me how CRM decides what site is shown, based on the user agent string provided by the devices that is accessing it? We have had a number of customers, that have updated to IE 10 (automatic update…

We have a requirement to create a Workflow approval though mobile. Default Sage CRM mobile app/software does not have any functionality of workflows in the mobile. Can any one advice if approval of Opportunity or Custom Entity can be done via mobile app…