SuiteCRM Mobile App Installation Guide 

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Mobile App SuiteCRM Installation Guide 1

SuiteCRM Mobile App Installation Guide

In our SuiteCRM Mobile App Installation Guide for Google Android or Apple iPhone or IOS smartphone, we cover Admin Journey easy to setup and steps to configure to make the FyNCRM app ready to use for end users. We will explore all areas of the basics of logging into the system to creating complex automated workflows and reports.

Readers of the Mobile CRM – SuiteCRM Installation Guide do not need to have development knowledge or prior knowledge of FyNCRM. It is advised that you are computer literate, that you are familiar with using your chosen web browser and have to know how on SuiteCRM admin page.

Step by Steps Process of SuiteCRM Mobile App Installation Guide Customize your SuiteCRM for Mobile Users

STEP-1

Module loader

Start SuiteCRM Mobile App installation

  • Login to SuiteCRM with Admin Access.
  • Go To Administrator page
  • Click on Module Loader.
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STEP-2

Upload Zip file & Install

  • Browse the Zip file in module loader screen
  • Click on upload button
  • After uploading is successful click install button to complete the process

With this step, we have loaded server package to your CRM server as SuiteCRM Mobile App Installation Guide.

STEP-3

Quick Repair & Rebuild

  • Click Repair from your CRM Admin page.
  • Click on a link that says Quick Repair and Rebuild.

Note: According to SuiteCRM Mobile App Installation Guide this will be an optional step and may impact any existing unsafe CRM customizations.

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Congrats! successfully completed SuiteCRM Mobile App installation Guide Process

Now Customize FyNCRM Settings for Mobile Users

  • In Admin Page you shall find a new section at the bottom named FyNCRM mobile app setting.
  • FyNCRM links are available to configure modules to provide access, fields to be shown in each module and users who can access FyNCRM
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Select Modules to be visible in Mobile App

Select Users who can access your CRM from Mobile App

Drop Down to select required module to configure fields

Drag and drop fields from hidden to available column

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WHAT’S NEXT?

After completing SuiteCRM Mobile App Installation Guide

Follow-up leads

Manage Cases

Track opportunities

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Button Text

Update and manage contacts

Update call appointments

Close sales

Download Free SuiteCRM Mobile App

SuiteCRM Mobile App Demo Account is hosted our demo server to provide fast access and get handy experience with SuiteCRM at no cost. Submit basic information & get Hassle-Free access to use all modules with no time limit or on any other restrictions on feature and functionalities of SuiteCRM Mobile App.

Need Demo on SuiteCRM Mobile App

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