Sage CRM for iPhone - Configuring menus and links

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Sage CRM for iPhone - Configuring menus and links

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If you find that you are having problems with the menus and hyperlinks in the "Sage CRM for iPhone" component, then it might be because the links and menu items are not configured correctly. A common symptom is that the same page reloads instead of the user being brought to the expected page.

This can be easily fixed by carrying out some simple customisations. As always, be sure to back up your database first before making any changes.

Configuring the Main Menu / Home Screen items

The first step is the main menu. In a new install of CRM, the main menu items will be: Find | New | My CRM | Reports | Logout | Feedback. 

The Feedback link is specific to the iPhone component, but the other links are configurable in CRM Metadata.

To check that the menu items have been set up correctly, log into CRM with the Admin account.

Click the "Administration" tab

Click "Advanced Customisation" button

Click "System Menus" button

In the "Devices" drop down menu, select "iPhone".

Click the "MainMenu" tab group name. You will see the standard menu items that appear in a new install of CRM.  You will see that these correspond to the links on the home page of the iPhone component:

Click on each menu item and compare the value of the  "Action" dropdown list and tab group name with the ones below. If you need to change any of the values, press the "Update" button before moving to the next menu item.

Find: 

Action: runtabgroup

Tab Group Name: find

New:

Action: runtabgroup

Tab Group Name: new

 

My CRM:

Action: runtabgroup

Tab Group Name: user

 

 

Reports:

Action: runtabgroup

Tab Group Name: reports

Logout:

Action: other

System Act: logout

When you're done, press the "Save" button.

Your links on the home page will now bring you to the correct page.

Configuring the "Find" menu links

Now that your iPhone can browse to the list of entities that you want to search for - you may need to configure these screens to bring you to the correct screen. Your "Find" menu on the iPhone will look like this:

Click the "Administration" tab

Click "Advanced Customisation" button

Click "System Menus" button

In the "Devices" drop down menu, select "iPhone".

Click the "find" menu item

 

These are the entries that are there by default:

 

Click on each item and make sure that the settings are as follows:

Company:

Action: runblock

Block Name: companysearchbox

 

Person:

Action: runblock

Block Name: personsearchbox

 

Case:

Action: runblock

Block Name: casesearchbox

 

Opportunity:

Action: runblock

Block Name: Opportunitysearchbox

 

Lead:

Action: runblock

Block Name: Leadsearchbox

If you've made any changes to any of the items, make sure to click the "Update" button, and when you're done, press the "Save" button.

Configuring the "New" menu links

Now that your iPhone can browse to the list of entities that you can add to CRM - you may need to configure these screens to bring you to the correct entry screen. Your "New" menu on the iPhone will look like this:

Click the "Administration" tab

Click "Advanced Customisation" button

Click "System Menus" button

In the "Devices" drop down menu, select "iPhone".

Click the "new" menu item

 

These are the entries that are there by default:

 

 

Click on each item and make sure that the settings are as follows:

Company:

Action: runblock

Block Name: companysummaryblock

Person:

Action: runblock

Block Name: personsummaryblock

Case:

Action: runblock

Block Name: CaseEntryBlock

Opportunity:

Action: runblock

Block Name: OpportunityDetailBox

Communication

Action: runblock

Block Name: CommunicationsScreen

Lead:

Action: runblock

Block Name: LeadEntryBlock

If you've made any changes to any of the items, make sure to click the "Update" button, and when you're done, press the "Save" button.

Configuring My CRM Menu Items

Next up is the My CRM section. These are the standard menu items:

 

 

Click the "Administration" tab

Click "Advanced Customisation" button

Click "System Menus" button

In the "Devices" drop down menu, select "iPhone".

Click the "User" menu item

These are the entries that are there by default:

 

 

Click on each item and make sure that the settings are as follows:

Calendar:

Action: runblock

Block Name: calendarblock

SQL: cmli_comm_userid

Communications:

 

Action: runblock

Block Name: communicationtodoblock

SQL: cmli_comm_userid
Opportunities:

Action: runblock

Block Name: opportunitylistblock

SQL: oppo_assigneduserid

Cases:

Action: runblock

Block Name: CaseListblock

SQL: case_assigneduserid

Leads:

Action: runblock

Block Name: LeadListblock

SQL: Lead_assigneduserid


Dashboard
Action: runblock
Block Name: myewareblock

If you've made any changes to any of the items, make sure to click the "Update" button, and when you're done, press the "Save" button.

Configuring links from the Search Results to the summary screen

If you're having problems navigating from the search results screen to the summary screen, then you might need to configure the grid that returned the results. For this example, we're going to make sure that the company search results page brings you to the company summary screen.

Click the "Administration" tab.

Click "Customization" button

Click "Company" button

Click "Lists" tab

In the "Devices" drop down menu, select "iPhone".

Click "Company Grid"

The first field in the Grid should be "Company Name" (comp_name). This will be the field that we press to see the company summary screen. Note that the phone number is automatically converted into a link that triggers a call from the iPhone, so this should not be used as a hyperlink in the CRM configuration.

The "Hyperlink" dropdown list for the comp_name field should be set to "Run Tab Group"

The "Tab Group Name" should be "company"

The "Custom ID field" should be "comp_companyid".

If you've made any changes, then make sure to click the "Update" button.

When you're done, press the "Save" button.

This configuration will give you a search results page like this:

Pressing the company name will now bring you to the summary screen:

This process can be repeated for the other entities you're searching for (e.g. person, case etc) - make sure to use the corrrect tab group names and ID fields for the entity you're configuring.

 

Comments
  • Hi

    We are having these kinds of issues on the iPad and iPhone so I tried the steps above.

    When I looked in to the MainMenu link I saw there were 3 duplicated values for most menu items plus some weird ones we are not aware of. eg:

    Find

    Find

    Find

    New

    New

    New

    MyDesk

    MyDesk

    MyDesk

    TeamDesk

    Reports

    ReportsAndLists

    Marketing

    Logout

    Logout

    I do not know why there should be duplicates or which ones I can remove.

    But on iPads these side menus do nothing, just refresh the screen.

    Also, we have noticed that there is zero security when accessing the data on the iPhone - the profiles in other words are not implemented when using a mobile device - the user sees all data in MyDesk.

    Maybe this is why?

    Do you have any advice?

  • Hi andybkk,

    Just keep any one of the options but make sure the link is set up as specified above.

    >>Also, we have noticed that there is zero security when accessing the data on the iPhone - the profiles in other words are not implemented when using a mobile device - the user sees all data in MyDesk.

    If you log into the full desktop version of CRM, the user will still be able to see those same records. It's not so much a security problem, just that the records aren't being filtered for the user. This has been fixed in a recent patch.

    regards,

    Eoin

  • Hi I'm having real problems with my iPhone / iPad access. I modified the list views and now cannot go to the person company or case summary screens. I've found an article that kind of advises but despite following the instructions I still can't get them to work. I need to be able to reset ALL the list views for iPhone and tablet. FYI I am using 7.2e which was meant to have resolved this. Any help with this would be gratefully received as I'm desperate. I've exhausted all avenues and support can't help. Thanks.

  • I thought this had been resolved in 7.2d and I can't reproduce the issue in 7.2f.1 - I've raised a case and we can drill down on it.

  • Hello

    "This process can be repeated for the other entities you're searching for (e.g. person, case etc) - make sure to use the corrrect tab group names and ID fields for the entity you're configuring."

    I am trying to do this for cases, but I'm not sure of the correct tab group names and ID fields to use.  I used Hyperlink to: Run Tab Group, Tag Group Name:  Cases and Custom Id Field:  case_caseid.

    Any advice appreciated.

  • hi, its very interesting blog. I am trying to show a report using  CustomDotNettDll rather than RunBlock.

    It shows newly created  tab on iphone but does not brings up results for that  list  although it works fine on DeksktopHTML but not on iphone.  is it possible to to show lists on iPhone created by CustomDontNetDll ??

    I would appreciate if you could help please.