Browse By Tags

  • Wiki Page: 632-17235 - Mobile user would like the option to create a communication with a personcompany linked to it

    Summary: When using CRM through mobile, the user would like the option to create a communication with a person / company linked to it. This is possible by doing the following: 1. Navigate to Administration -> Customisation -> Communication 2. Select “iPhone” from the “devices”...
  • Wiki Page: 632-17555 - Issue with Mobile Access with a Blackberry device

    Summary: A user can access CRM form a blackberry device even when Mobile access has been restricted in the user settings for that user. Symptoms: A user can log into CRM via a blackberry device even though the "Mobile Device Access" option has been set to "False" under Administration...
  • Wiki Page: 492-17674 - iOS 8 support

    Summary: What versions of the Sage CRM mobile theme are compatible with iOS 8? More information: iOS 8 is supported in 7.2g, 7.3 GA and 2015 R1. References: The most up-to-date information on what is currently supported is available the the Sage CRM Support matrix, available here: https://community.sagecrm...
  • Wiki Page: 492-17721 - Sage CRM iPhone component: Errors creating views

    Summary: Errors may occur when setting up new views to be used by the Sage CRM iPhone app. These errors will prevent users from synching their iPhones with Sage CRM, since data cannot be retrieved from the system. Symptoms: On running the component to install the app, you may encounter errors relating...