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  • Mobile enhancements for iPhone and Android

    We are delighted to announce the release of an updated enhancements to the Sage the CRM mobile App for iPhone and Android. What could be more important to a travelling sales team than being able to access important customer information on their mobile…
  • Building New Mobile Screens: A Round Up of Essential Articles

    The mobile optimised theme for Sage CRM is one of its most useful features for customers. The optimised theme allows online access to Sage CRM using just about any mobile device. The theme presents a subset of Sage CRM's screens in a form suitable for…
  • 5 reasons why your company should invest in mobile CRM

    You can now find this post on the official Sage CRM blog channel .
  • Sage CRM for iPhone - Adding Custom Entities

    Many people are asking us if it's possible to add your own custom built entities to the iPhone. Well, the good news is you can!! Below is an example of exactly what needs to be done. Remember, to create a custom entity for use on your iPhone, you would…
  • Adding Documents tab to Company tab group for mobile devices

    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…
  • Mobile Apps custom port

    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.
  • Leads can be added but cannot be viewed on mobile device apps?

    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…
  • 4. Mobile device setup

    Mobile Device Management (MDM) for Microsoft 365 Setup Mobile Device Management (MDM) in Microsoft 365 Android iPhone, iPad, or iPod Touch Windows Phone or Windows 10 mobile device Troubleshoot email setup on mobile FAQs Other devices