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SuiteMob Android & iOS Application To Use SuiteCRM On Mobile & Tablet

SuiteMob from Biztech allows role based accessibility to users and also allows admin to integrate all or selected CRM modules dynamically with the app. The app is equipped with an interactive dashboard and provides analytical reports and graphical charts for all available CRM data.<br><br>More Details: https://store.biztechconsultancy.com/mobile-suitemob.htm

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SuiteMob Android & iOS Application To Use SuiteCRM On Mobile & Tablet

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  1. USERMANUAL SuiteMob Version:2.0 TABLEOFCONTENTS Introduction 1 BenefitsofSuiteMob 1 PrerequisitesforSuiteMobPro+ 1 PluginInstallationStepsforSuiteMobPro+...2 PluginConfigurationStepsforSuiteMobPro+3 ApplicationManual 6 ContactUs 28 Compatibility: SuiteCRM:7.1.*to7.6.* DeviceCompatibility: Android:Phone,Tablet.iOS:iPhone,iPodTouch,iPad.

  2. USERMANUAL– SUITEMOBv2.0 • Introduction • SuiteMobfromBiztechisafeature-richandcustomizablemobileapplicationforSugarCRM.AvailableforbothiOSandAndroidplatforms,thisappallowsrolebasedaccessibilitytousersandalsoallowsadmintointegrateallorselectedCRMmodulesdynamicallywiththeapp.TheappisequippedwithaninteractivedashboardandprovidesanalyticalreportsandgraphicalchartsforallavailableCRMdata. • BenefitsofSuiteMob • SuiteMoballowsyoursalesteamtocarrytheirCRMdataintheirmobiledevices.MobileCRMopensuptremendousopportunitiesforyourteamandprovidesbenefitslike • BetterProductivity-Yoursalesteamhas24X7accesstoCRMdataresultinginbetterproductivity • DataSynchronization-WithSuiteMobyoucanintegrateyourCRMdataacrossalldigitaldevices. • BetterCustomerRelationships-SuiteMobhelpsyourteamhandlecustomerscomplaintsanytime,anywhereasandwhentheyarise.Fastercommunicationleadstoenhancedcustomersatisfaction. • BetterQualityData-SuiteMoballowslivedatafeedingintheCRMsystem,thusresultinginbetterqualitydatainputs • IncreasedCRMAdoption-CRMintheformofamobileappresultsinbetterCRMadoptionamongstthesalesteamwhoarealwaysonthemove. • PrerequisitesforSuiteMobPro+ • Followingpointsmustbefollowedbeforestartingtheplug-ininstallation: • YoushouldbeabletologinasanAdministratorinSuiteCRM. • CheckifyourSuiteCRMInstanceiscompatibleforSuiteMobornot. • YoumusthaveavalidLicenseKeyProvidedbyBiztechStore. • IfyouareinstallingSuiteMob,thenmakesurethereshouldnotbeanyolderversionofSuiteMobalreadyinstalledinyourSuiteCRM.Ifthereisanythenyoushoulduninstallthatplug-infirst. • Andlastly,installthemobileapplicationonyourandroidsmartphone. Biztech Store

  3. USERMANUAL– SUITEMOBv2.0 4.PluginInstallationStepsforSuiteMobPro+ Step1:Tostartwiththeinstallation,log-inasAdministratorintoSuiteCRM.NavigatetotheadŵiŶistratioŶpageaŶdĐliĐkoŶ͞ModuleLoader͟toiŶstallthepaĐkage. Step2:Browsethezipfileandclickon͞Upload͟buttonunderModuleLoaderscreen.Afteruploadingpackage,clickonthe͞IŶstall͟ buttontoinstallthepackage. Step3:Clickon͞Coŵŵit͟buttontofinishtheinstallation.Aftersuccessfulinstallationyoucan see͞SuiteMobPro͟Plug-ininInstalledplug-inlistonModuleLoaderpage. Step4:Now,youneedtorepairyourSuiteCRMInstance.ForthatgotoAdministrationpageandclickon͞Repair͟link,thenclickon͞QuiĐkRepairaŶd Reďuild͟link. Biztech Store

  4. USERMANUAL– SUITEMOBv2.0 5.PluginConfigurationStepsforSuiteMobPro+ Step1:Getanactivationkey GettheactivationkeyfromtheOrderConfirmationMail.OR LogintoyourBiztech StoreaccountthengotoDownloadableoptionsandcopytheactivationkeyfortheSuiteMob. Step2:Activateyourplug-in Afterthesuccessfulpackageinstallation,youneedtovalidateyourlicenseandactivateyourSuiteMobConfiguration. Log-intoyourSuiteCRMasadminandgototheAdministratorPage.YoucanseetheadminpanelhasonemorepaneladdedforSuiteMobPro. Nowclickon͞SuiteMobLicenseConfiguration͟ link,thiswillre-directyoutoLicenseConfigurationtab. EnteryourlicenseactivationkeyforSuiteMobplug-inprovidedbyBiztechStore.Clickon ͞Validate͟buttontovalidateyourlicensekey. AfterthesuccessfulvalidationoflicensekeyyoucanEnable/Disabletheplug-in. Biztech Store

  5. USERMANUAL– SUITEMOBv2.0 Step3:CliĐk oŶ͞UserAccessibleModulesSetting͟.Hereyoucanselectthemodulestobedisplayedintheapp.Thiswillbeapplicabletoallappusers. Draganddropthemodulesfromthe͞EŶaďledModule͟paneltothe͞DisaďledModule͟paŶel todisablethemfromtheapplication. Step4:Clickon͞NotifiĐatioŶCoŶfiguratioŶ͟tab.Hereyoucanenablenotificationsforrecordcreation,modifyandassignmentinthemodules. Biztech Store

  6. USERMANUAL– SUITEMOBv2.0 Step5:CliĐkoŶ͞ConfigureMobileLayouts͟.HereyouĐaŶseleĐtthefieldstoďedisplayedforthreeviews:Edit,Detailandlistwithrespecttotheaboveselectedmodule. Firstandforemost,selectthemodulefromthedropdownlist.Thislistwillincludeonlythemodulesselectedinuseraccessibilitysection. Draganddropthefieldsinrightpanewhichyouwouldliketodisplayintheapp. Biztech Store

  7. USERMANUAL– SUITEMOBv2.0 6.ApplicationManual Login: Downloadandinstallthemobileapponyourphone. Entertheusername,passwordandtheSuiteCRMURLtowhichyouwanttoconnect. ForgotPassword: Toretrieveyourpassword,clickon͞Forgot?͟option,enteryouremailIDandsubmit.YourwillreceiveyourpasswordonyourmailID. Biztech Store

  8. USERMANUAL– SUITEMOBv2.0 Dashboard: AccessallimportantmodulesfromthedashboardlikeyourRecentRecords,Activitiesfortheday,appsettingsetc. Biztech Store

  9. USERMANUAL– SUITEMOBv2.0 MainMenu: AccessallSuiteCRMmodulesenabledfromthebackendfortheapplicationfromthemainmenu. Biztech Store

  10. USERMANUAL– SUITEMOBv2.0 QuickCreate: QuiĐkly ĐreatereĐords iŶa ŵodulefroŵthedashďoard usiŶg ͞QuiĐkCreate͟optioŶ. Biztech Store

  11. USERMANUAL– SUITEMOBv2.0 ViewProfile: VieworEdityourprofileinformationfromthedashboardshortcutoraccessyourprofilefromthemainmenu Biztech Store Page10

  12. USERMANUAL– SUITEMOBv2.0 EditProfile: Edityourprofileorchangeyourloginpasswordfromtheapplication Biztech Store

  13. USERMANUAL– SUITEMOBv2.0 Today’AĐtivities: Viewallyouractivitiesi.e.calls,tasksandmeetingsfromoneplace Biztech Store

  14. USERMANUAL– SUITEMOBv2.0 ConfigureToday’sActivities: Toconfiguretheactivities,clickonthesettingsicon.Youcandraganddropanactivitytosetitspriorityinthelist;youcanalsoenable/disableanactivityfromthelist Biztech Store

  15. USERMANUAL– SUITEMOBv2.0 RecentRecords: Viewmodule-wiselistofrecordsthatyouhavecreatedrecently Biztech Store

  16. USERMANUAL– SUITEMOBv2.0 ConfigureRecentRecords: Toconfiguretherecentrecords,clickonthesettingsicon.Youcandraganddropamoduletosetitspriorityinthelist;youcanalsoenable/disableamodulefromthelist. Note:Maximum5modulescanbeselectedforviewingrecentrecords Biztech Store

  17. USERMANUAL– SUITEMOBv2.0 AnalyticalCharts: ViewanalyticalchartswithSuiteCRMReports.Viewchartswithyourownrecordsorforallrecords Youcanviewthefollowinganalyticalcharts: Outcomebymonth Opportunitiesbyleadsource,OpportunitiesbysalesstageSalePipeline CampaignROI Biztech Store

  18. USERMANUAL– SUITEMOBv2.0 RecentlyViewedRecords: Viewmodule-wiselistofrecordsthatyouhaveviewedrecentlyandavoidnavigatingtothemodulesagainandagain. Biztech Store

  19. USERMANUAL– SUITEMOBv2.0 ModuleListView: NavigatetoanyoftheSuiteCRMmodulefromthemainmenu,thelayoutwillbereflectedasconfiguredbyyou.Youcanadd,update,deleteorsearchrecordsaspertheaccessibility. Youcanallfilterouttherecordstodisplayyourownrecords. Biztech Store

  20. USERMANUAL– SUITEMOBv2.0 ModuleDetailView: Clickonanyoftherecordfromthelistviewandviewallthedetailsofthatrecord. Youcanedittherecordorduplicateit,makeacall,sendSMS,emailorlocatetheaddressoftheprospectonmap,basedonthefieldsinthemodule Biztech Store

  21. USERMANUAL– SUITEMOBv2.0 RelatedModuleView: Vieǁ ŵodules related toa reĐordfroŵthedetailǀieǁ. Press oŶthe͞Related͟taďiŶthedetail viewofarecordandviewlistofmodulesrelatedtoit.Pressonanyofthemodulefromthelisttoviewtherelatedrecords Biztech Store Page20

  22. USERMANUAL– SUITEMOBv2.0 AddNewRecord: CreateaŶeǁreĐordfroŵ thelistǀieǁofaŵodule. Press oŶthe͞Create͟iĐoŶiŶthelistǀieǁ tocreateanewrecordinthemodule. Biztech Store

  23. USERMANUAL– SUITEMOBv2.0 CalendarSingleDayView: Viewallyouractivitiesforthedayinthecalendarview.Pressonthe͞Create͟ďuttoŶtoaddaŶ activityfortheday. Biztech Store

  24. USERMANUAL– SUITEMOBv2.0 CalendarMonthView: YoucanalsoviewallyouractivitiesforamonthiŶtheĐaleŶdarǀieǁ. PressoŶthe͞Create͟ buttontoaddanactivityorselectanydatetoviewthedetailsofactivitiesscheduledforthatday Biztech Store

  25. USERMANUAL– SUITEMOBv2.0 OfflineSyncMonitor: Youcangoofflinewheneveryouwant,addrecordsinofflinemodeandsyncthemwhenyougetconnectedtotheinternet Youcansyncallofflinerecordstogetherinonegoorsyncthembasedonmodules.Alsoviewthestatsofrecordsbeingsyncedonline Biztech Store

  26. USERMANUAL– SUITEMOBv2.0 GeneralSettings: Configureyourappsettingsdirectlyfromthedashboardornavigatethroughthemainmenu. Setpaginationlimit,enableofflinesyncfeatureandselectmodulestobedisplayedinthemainmenuandquickcreatemenu Biztech Store

  27. USERMANUAL– SUITEMOBv2.0 MainMenuConfiguration: Enablemodulesyouwishtodisplayinthemainmenuordraganddropthemtosettheirpriorityandsaveyourselection Biztech Store

  28. USERMANUAL– SUITEMOBv2.0 QuickCreateMenuConfiguration: Enablemodulesyouwishtodisplayinthequickcreatemenuordraganddropthemtosettheirpriorityandsaveyourselection Biztech Store

  29. USERMANUAL– SUITEMOBv2.0 7.ContactUs Wesimplifyyourbusiness,offeruniquebusinesssolutionindigitalwebandITlandscapes. Ourcoreexpertiseincludes • SuiteCRMExpertise • WespecializeinCreatingUsefulandMission-CriticalSuiteCRMplugins! • Whetheritis • PluginDevelopment • Customization • Integration • Maintenance • Upgradation • Youcantrustourexpertise! • Contact–Mr.MaulikShahCEO,BiztechConsultancy Biztech Store

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