QuickCRM Manual
Contents
1. Drag and Drop the modules including Custom Modules that you want displayed or hidden on the mobile then click on Save You can also order the displayed modules to define the order of icons on the mobile Home Page V Fields Management QuickCRM Mobile Pro With QuickCRM Mobile Pro very few fields are displayed by default on the mobile Before using the software you should define which fields you want to display for each module or use as search fields QuickCRM Mobile Pro amp Select Modules Select Modules for Mobile availability amp Configuration of QuickCRM Mobile Definition of visible modules and fields amp QuickCRM Update Repair fields definition amp Users Selection of mobile users Go to the admin page and click on Configuration of QuickKCRM Mobile Select a module then click on Displayed fields Search Fields or Displayed subpanels Ey Accounts Accounts Displayed fields iL Displayed fields _ Save Cancel m Search Fiekis Displayed Subpanels Hidden H Gg Contacts Sy Opportunities Alternate Phone Annual Revenue jg Leads jy Calls Assigned to a ne Employees jy Tasks EIE Notes industry Gy Projects HE Project Tasks Member of a Cases Ownership General Rating SIC Code Shipping Address You can select for each module which fields will be displayed including custom fields and the order of those fields You must click on Save before customizing another m2. links on the mobile Home Page by creating an html file at custom QuickCRM home html This html file will be placed on top of the icons You add your specific functions by creating a javascript file at custom QuickCRM custom js 17 VIII Adding QuickCRM icon to your screen On iPhone open your browser and go to QuickCRM mobile Login URL QuickCRM Pro Entrez votre nom et votre mot de passe puis cliquez sur Connexion Utilisateur fT Mot de passe Click here NS Team QuickCRM Pro V1 2 4 Click on Add to Home Screen oo Add to Home E aie ee E ns QuickCRM Pro XX An icon will be added to your home screen so you can quickly access this web site alwLelr T v ul1 o P Als p FialH u k L AHACUO0UE Then click on Add On other phones please consult your phone s user manual to create an icon 18
3. 0 Jamal Guitierrez a Income Free Investing LP The detail view is displayed when you click on a line in the search results If you click on a phone number a call will be placed to that phone number If you have selected Log Calls on the Options page a call will be created in Email Address the support example com Office Phone 745 428 4394 Mobile O 737 635 1835 Primary Address 123 Anywhere Street O Los Angeles CA 58967 USA 9 Q D A Back Search Edit Delete Home SugarCRM Pro version For mobile phone numbers an SMS will be initialized if you click on the button When clicking on an address a map is displayed If you click on an email address an email is prepared for that contact lead or account 10 VI 4 Create or edit Data QuickCRM Pro Edition To edit existing data Account Contact Opportunity etc find this element then click on the Edit button form is then opened allowing you to update existing data Account Confirm EE Hollywood Diner Ltd Office 769 648 3856 Phone Fax Email nhannk7Mavamala an il Click Confirm to save your modifications If your access rights do not allow you edition on these data you will get an Access Denied error message Creation Records can be created from Search Pages List Pages or All Module page You can also create records from subpanels For example a Contact can also be created from the detail v
4. Aen NS Team 7 QuickCRM Mobile Mobile Access to SugarCRM User Manual Version 2 6 NS Team S A R L au capital de 90 000 euros R C S Toulouse 449 396 704 55 chemin de Mervilla 31320 Auzeville FRANCE SIRET 449 396 704 00032 APE 6202 A Web www ns team fr www quickcrm fr mobile Email quickcrm ns team fr I Introduction QuickCRM Mobile gives you access to your CRM data on your smartphone QuickCRM Mobile comes in two editions B QuickCRM Mobile CE GPLv3 B QuickCRM Mobile Pro Commercial License Once QuickCRM Mobile is installed on your SugarCRM server you can access the mobile version from native apps or from your device browser Buttons and menus are available in English German Italian Spanish and French All languages are supported for fields and values display For more information about QuickKCRM Mobile Pro Visit www quickcrm fr mobile or contact us at quickcrm ns team fr Disclaimer The software and documents are distributed on an AS IS basis WITHOUT WARRANTY OF ANY KIND either express or implied II Release Note Version 2 6 e Alerts for new assignments or modifications of own data made by other users Pro Version and Native apps Clear di ET S Accounts Contacts Opportunities e Improved flexibility for customization of mobile views e Bug fixes III Installation Admin users of SugarCRM can install QuickCRM Mobile using Module Loader The mobile access is located in the mo
5. bile directory of your CRM installation Please make sure this directory is writable before installation NOTE Due to SugarCRM restrictions Export rights must be enabled to access CRM data in SugarCRM 6 0 and 6 1 When you install QuickCRM Mobile Pro for the first time you need to select users authorized to access QuickKCRM Mobile Go to the admin page and click on Users in the QuickCRM Mobile section QuickCRM Mobile Pro Select Modules Select Modules for Mobile availability Configuration of QuickCRM Mobile Definition of visible modules and fields g QuickCRM Update Repair fields definition d Users Select the users by moving them to the Mobile Users table Save Cancel Drag and Drop a user name to authorize mobile access Lisers Mobile Users Administrator Jim Brennan Will Westin Sarah Smith Sally Bronsen Max Jensen Chris Olliver Then click Save IV Modules Management QuickCRM Mobile Pro QuickCRM Mobile Pro amp Select Modules Select Modules for Mobile availability amp Configuration of QuickCRM Mobile Definition of visible modules and fields QuickCRM Update Repair fields definition amp Users Selection of mobile users Go to the admin page and click on Select Modules Save Alt S Cancel Alt X Displayed Tabs Hidden Tabs Accounts Bug Tracker Contacts Campaigns Opportunities Projects Leads Targets Calls Project Tasks Meetings Tasks Notes Cases Expenses
6. g to display the alerts list QuickCRM Demo x Discuss review process J John Smith Clear di ET S Accounts Contacts Opportunities Tap on any item in the list to view this item Tap on Clear to clear the alerts list Alerts can be turned on off on the Options page They are turned on by default in the native apps Only Contacts Leads Calls and Meetings are supported 13 VI 7 Options From the Home Page on your handset click on Options at PET 4 it QuickCRM Mobile toolbar can be displayed with or without labels lt Q ft gt lt Q tf gt Previous Search New Home Next Toolbar Labels Toolbar Hide or display labels in the toolbar icons Labels Rows Per Page Rows Per Page Number of items displayed when searching 20 p items Subpanels Subpanels Hide when empty Subpanels can be hidden when no data are available in that subpanel CE Version Home With these options you can select which icons will be displayed on the home page All available modules will still be accessible from the All Modules page Accounts Contacts Opportunities Leads Calls Meetings Tasks Expenses m Notes Cases Pro Version Ca When Search is selected the icon will be displayed on the home page A Create button will be displayed on the home E page if Create is selected Contacts Opportunities Leads 14 Filter Old Data Filter Old Data Minimum Date 01 01 2012 m Accoun
7. iew of its account Courtney Stoker AB Drivers Limited New Contact When creating a contact from an account the link with the account will be automatically set avoiding you searching for the account The address and phone number will be automatically copied from the account Depending on your device and OS version you will be able to upload attachments to notes On most devices that would be limited to images 11 VI 5 Calendar QuickCRM Mobile Pro The Calendar button gives you a quick access to your calls and meetings today 7 Days 30 Days Bad time will call back Q Planned 03 11 2012 03 45 PM 15 N gociation Planned 03 14 2012 04 00 PM ms Discuss pricing O Planned 04 20 2012 11 30 AM Bad time will call back Q Planned 04 26 2012 08 00 PM Last Viewed All Modules Today Calls and Meetings planned today 7 Days Calls and Meeting planned in the next 7 days including today 30 Days Calls and Meeting planned in the next 30 days including today Late Calls and Meeting planned in the past and still not held 12 VI 6 Alerts Alerts are available in the native apps for iOS and Android CE and Pro Version and in the web app Pro Version only These alerts will be displayed if another user assigns data to you or modifies your own data New alerts are available when a yellow flag appears on the top right of the Home screen QuickCRM Demo Q Tap on the fla
8. odule or another view sirs Accounts Accounts Search Fields L Displayed fields Save Cancel Ban Search Fiekis L Displayed Subpanels Re aa Ca Contacts FRE eo Opportunities mga Leads Alternate Phone Annual Revenue Calls Assigned to Ca Meetings ii ae Billing City Gl Ca Notes Billing Country ey Projects w Ga Project Tasks Ca Cases Billing State General Billing Postal Code Billing Street Date Created Drag and Drop the fields to be used as additional search criteria then Save E E Accounts Accounts Displayed Subpanels Displayed fields o Search Fields Displayed Subpanels a Contacts ay Opportunities oa Leads H E Calls ae Meetings oa Tasks HE Notes Ca Projects oa Project Tasks Ea Cases Save Cancel Available Hidden Members Cases Projects For each module you can define and order the subpanels displayed on the detail view VI Using QuickCRM Mobile VI 1 SugarCRM Configuration iOS and Android apps On the Home Page tap on a at the bottom right QuickCRM Demo Server PRA Ee Rae URL SugarCRM Username Password Trial Code Choose My SugarCRM Server then enter your SugarCRM URL your username and your password If you have requested a trial version of QuickCRM Mobile Pro enter the code you have received in Trial Code Tap on Save VI 2 Login Web version Open your browser and connect to http your sugarcrm server mobile o
9. r https your sugarcrm server mobile depending on your configuration QuickCRM Pro Enter your username and password then click login Username Max Password Remember Me Enter your SugarCRM login and password and then click on Login If you check Remember Me you will not be asked your user name and password next time you access QuickCRM VI 3 Search CRM Data Name keep empty to list all accounts My items You can search Accounts Contacts Leads Opportunities or Tasks with Name My items Other standard or custom fields Pro version only For date fields you can search From a date To a date between dates today this week this month etc Searching automatically extends your search keyword with wildcards so you just need to type a few letters to search data Example Searching for ban might return o Bank of America o Union Francaise de banque Search on Contacts looks for your keyword in First Name and Last Name Activating My items restricts search to data assigned to you Search fields can be extended with other standard or custom fields see Field Management When searching for Tasks or Opportunities the More Options button Pro Version you could for example search by Task status or Opportunity Sales Stage Name Name More Options More Options My items My items Status Sales Stage Not Started Prospecting In Progress Qualification Users can save thei
10. r favorite searches on their mobile m Id Decision Makers m Perception Analysis _ Proposal Price Quote Negotiation Review Closed Won m Closed Lost Expected Close Date This Year Save search as Won this year er it A New Recent Calendar All Mo Home For example you can create a search named Won this year where you select Opportunities in Closed Won sales stage and Expected Close Date This year The search will be saved when you click on Search A dropdown menu will be available with saved search for that module If you click on Mark as Favorite on a saved search this search will be directly accessible on your home page VIP Open Contacts Opport Gt S Accounts Contacts Opportunities When clicking on Search you get the list of records matching your search filter Contacts 1 20 200 n Number of items found and current ee a page information ex 1 20 200 are Union Bank displayed with SugarCRM 6 2 and later Latonya Alleyne wa Pullman Cart Company Seth Alt Underwater Mining Inc Pablo Amundsen ws Cumberland Trails Inc In this list records containing phone numbers are displayed with a icon Pro version You can then directly place calls to one of these phone numbers by clicking on that icon Julie Goings Overhead amp Underfoot Ltd G Roberta Groth 7 aiena i DARDENO T Le DE SX r A DA A ro an Office Phone 439 468 042
11. ts inal Contacts Opportunities m Leads Calls Meetings Tasks Sort Order The Filter Old Data option allows you to hide all data created before a chosen date from all lists and subpanels Usually you will want to keep all accounts and contacts but you could hide all opportunities calls and meeting created before a certain date Accounts Contacts Name asc Last Name With the sort order options you can define how the lists will be ordered Calls Log Calls Log Calls Create a Call in SugarCRM when placing a call Several options are available to limit the quantity of displayed data in the calls and meetings subpanels of Accounts Contacts Leads or Opportunities Calls and Meetings Assigned to My items days before 0 for no limit 30 My Items Displays only Calls and Meetings assigned to me days before Do not display Calls and Meetings dated before that number of days days after Do not display Calls and Meetings dated after that number of days By default only Calls and Meeting between now 30 days and now 30 days are displayed 15 days after 0 for no limit 30 Status Planned Held Not Held Status Display Calls and Meetings depending on their status 16 VII Advanced customization Users familiar with HTML and Javascript can extend QuickCRM Mobile appearance and behavior You can add your specific images or
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