I am trying to add a user on an account but when the notice is emailed to them the link says it has expired even though I had just sent it. Does anyone know the workaround for this?
Two days ago I was able to send invoices from my iPad using the Sage Accounting app. As of yesterday I get “Oops No Service” notification when I save an invoice.
I’ve tested using wifi (full bars) and Cellular.
The app is still communicating with…
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…
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…
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…
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…
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
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