Sage CRM for AndroidTM beta - Deployment Guide

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Sage CRM for AndroidTM beta - Deployment Guide

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We're thrilled to announce that Sage CRM for Android™ beta component has been launched today - available to download from here. The growth of the Android smart-phone has been phenomenal, so we're very happy to be able provide a look & feel for Sage CRM v7.1 that supports this. This is a quick guide that shows a system administrator how to deploy this component to their installation of Sage CRM v7.1 or later - this is also available as a PDF in the component itself.

Update: This component has been included as a core feature in 7.1 F, so there is no need to download and install this component if you are on the latest version of Sage CRM.

Introduction

Sage CRM is able to display different interfaces to different mobile device types based on their User Agent. A User Agent is a string of text that identifies the exact version of the browser and Operating System on the device. Sage CRM stores a list of devices that different User Agents can map to. See our “Wireless Mobile Guide” documentation for more information.

This component installs a new device/theme to Sage CRM called “Android”. This device links to a new XSL file that renders a new mobile theme specifically for Android smartphones.

This new theme is based on the Sage CRM for iPhone™ theme that was launched as a core feature in Sage CRM v7.1.

Requirements

Access from an Android smartphone to the new Sage CRM for Android™ beta theme requires Sage CRM v7.1 or later release with the mobile option included in the license key.

Sample Screenshots

Installation Details

As the component maps all existing Android user agents that have previously accessed CRM to the new Android theme, it is advisable that any users browse to Sage CRM before the installation. This will mean that the administrator will not have to map the user agents to the new theme manually afterwards. This will not apply to Android user agents that have been mapped to another device.

Installing

Go to: “administration | customisation | component manager”

Click on the “Browse” button and select the component file on your computer (AndroidComponent.zip).

Click “Upload new component”. The Android component will appear in the “Available Components” box.

 

Click on the component name and click the “Install Component” button. The terms and conditions will be displayed.

 

The installation process will begin and the progress printed to the screen:


 

You can see the new device by clicking “Advanced Customisation” on the left hand menu and clicking the “devices” icon:


 

Any Android agents that have already browsed to CRM will be mapped to the Android device. Click on the “Android” link to confirm:

Post Installation Tasks/Configuration

Read-only entities:

Companies, People, Cases, Opportunities and Leads can all be made read-only if desired. You may wish to do this if you have some workflow on an entity that might be affected by an update from a mobile device. If you wish to make these entities read-only, then open the following JavaScript file using Notepad or a similar text editor:

<CRM Installation Folder>\wwwroot\smartphone\SageiPhone.js

At the top of the page, you will see this following section – update the values accordingly. The accepted values are "true" or "false"


/**************************************
* Start Configurable Section
/*************************************/
// set to false if you do not want users to be able to change opportunities
var updateOpportunities = true;
// set to false if you do not want users to be able to change cases
var updateCases = true;
// set to false if you do not want users to be able to change leads
var updateLeads = false;
// set to false if you do not want users to be able to change companies
var updateCompanies = true;
// set to false if you do not want users to be able to change people
var updatePeople = true;
 
/**************************************
* End Configurable Section
/*************************************/

Mapping User Agents

If a user browses to CRM with an Android smartphone after the installation, then they will not see the new Android theme unless their User Agent has already been mapped to the Android device. If it hasn’t been mapped, then the CRM administrator must map the device manually.

To do this, go to “administration | advanced customisation | devices”

Click “View unassigned user agents” button

From the left hand menu select any user agents that contain the word “Android”. On the right hand menu select the “Android” device. Click Save. Repeat this step for each appropriate device.

Translations

This component does not contain any text that needs to be translated, as it uses the same captions as the “Sage CRM for iPhone” feature.

How to Access Sage CRM from a smart-phone

The CRM installation will either have to be externally accessible or on a VPN that the user can access. The URL for CRM on the Android will be the same as from Internet Explorer on a desktop. Please see the user guide for more information.

Trouble Shooting

Problem: Android theme is not displayed on an Android device.
Solution: Ensure that the User Agent for the Android is correctly mapped to the Android device in CRM. The User Agent might either be unassigned to a device, or assigned to a different device. See our “wireless mobile guide” for more information.

Problem: Devices link is not available in Advanced Customisation area.
Solution: The mobile license for Sage CRM is not installed. Contact your Business Partner to enquire about obtaining a license key with the mobile option.

Problem: Android theme is not displayed when CRM is accessed through a link on the home screen.
Solution: The Android sends a different user agent when a link is accessed from the home screen. Check the Unassigned User Agents for a new Android user agent, and map it to the Android device.

Problem: Android can’t locate CRM webserver.
Solution: Ensure that the CRM installation is either publicly accessible or that the Android is connecting to a VPN that can access the CRM installation.

Problem: Default logon screen displayed instead of the Android one.
Solution: CRM Metadata has not been loaded yet (e.g. due to IISReset). Log in and the Android theme will be displayed as expected.

List of new files and captions & Uninstalling the component

This is detailed in the deployment guide PDF that has been included in the component.

 

 

 

  • Hi,

    Where can I download this theme?

  • Hi andybkk,

    Here you go:

    community.sagecrm.com/.../default.aspx

    regards,

    Eoin

  • I am running on-premises CRM (ver. 7.1.f S) and the Android theme is installed

    However, I cannot get my device to use the new theme and I cannot find the device or the user-agent within the unassigned user-agents section

    Device is a HTC Sensation XE, running Android ICS v. 4.0.3 and using Google Chrome as the browser

    The majority of the unassigned user-agents are for PC's and desktop browsers and there is only one for Android / Linux but it was for past version of Chrome

    Any suggestions?

  • Okay, if I use the "Request Desktop Site" option in Chrome, the theme appears as expected

    However, I still do not have any new user agents appearing for the device

    The user agent for the particular device and browser is as below, but it's not visible in CRM:

    Mozilla/5.0 (Linux; Android 4.0.3; HTC Sensation XE with Beats Audio Z715e Build/IML74K) AppleWebKit/535.19 (KHTML, like Gecko) Chrome/18.0.1025.166 Mobile Safari/535.19

    When I use the "Request Desktop Site" option, the user agent is as follows:

    Mozilla/5.0 (X11; Linux x86_64) AppleWebKit/535.19 (KHTML, like Gecko) Chrome/18.0.1025.45 Safari/535.19

    This user agent is correctly mapped to the Android theme as it appeared in my list of unassigned user agents. However, I still cannot get the default user agent to appear in the list, meaning I cannot map my device to the theme without using the aforementioned "Request Desktop Site" option

  • I've have found the issue

    The default user agent for the Chrome browser on my device is too long. When I manually paste it into the add user agent field, the end of the user agent string is cut off. I assume this is why it doesn't appear in the Unassigned User Agents

    Does anyone know a fix for this?