Customizable Mobile Application For SuiteCRM - SuiteMob(v2.1)

USER MANUAL
SuiteMob
Version: 2.1
Compatibility:
SuiteCRM: 7.1.* to 7.6.*
Device Compatibility:
Android: Phone, Tablet.
iOS: iPhone, iPod Touch, iPad.
TABLE OF CONTENTS
1. Introduction................................................1
2. Benefits of SuiteMob..................................1
3. Prerequisites for SuiteMob Pro+................1
4. Plugin Installation Steps for SuiteMob Pro+
........................................................................2
5. Plugin Configuration Steps for SuiteMob
Pro+ ................................................................3
6. Application Manual ....................................6
7. Contact Us ................................................32

USER MANUAL – SUITEMOB v2.1
Biztech Store Page 1
1. Introduction
SuiteMob from Biztech is a feature-rich and customizable mobile application for SuiteCRM.
Available for both iOS and Android platforms, this app 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.
2. Benefits of SuiteMob
SuiteMob allows your sales team to carry their CRM data in their mobile devices. Mobile CRM
opens up tremendous opportunities for your team and provides benefits like
 Better Productivity - Your sales team has 24X7 access to CRM data resulting in better
productivity
 Data Synchronization - With SuiteMob you can integrate your CRM data across all digital
devices.
 Better Customer Relationships - SuiteMob helps your team handle customers complaints
anytime, anywhere as and when they arise. Faster communication leads to enhanced
customer satisfaction.
 Better Quality Data - SuiteMob allows live data feeding in the CRM system, thus resulting
in better quality data inputs
 Increased CRM Adoption - CRM in the form of a mobile app results in better CRM
adoption amongst the sales team who are always on the move.
3. Prerequisites for SuiteMob Pro+
Following points must be followed before starting the plug-in installation:
 You should be able to login as an Administrator in SuiteCRM.
 Check if your SuiteCRM Instance is compatible for SuiteMob or not.
 You must have a valid License Key Provided by Biztech Store.
 If you are installing SuiteMob, then make sure there should not be any older version of
SuiteMob already installed in your SuiteCRM. If there is any then you should uninstall
that plug-in first.
 And lastly, install the mobile application on your android smart phone.

4. Plugin Installation Steps for SuiteMob Pro+
Step 1: To start with the installation, log-in as Administrator into SuiteCRM. Navigate to the
administration page and click on “Module Loader” to install the package.
Step 2: Browse the zip file and click on “Upload” button under Module Loader screen. After
uploading package, click on the “Install” button to install the package.
Step 3: Click on “Commit” button to finish the installation. After successful installation you can
see “SuiteMob Pro” Plug-in in Installed plug-in list on Module Loader page.
Step 4: Now, you need to repair your SuiteCRM Instance. For that go to Administration page and
click on “Repair” link, then click on “Quick Repair and Rebuild” link.

5. Plugin Configuration Steps for SuiteMob Pro+
Step 1: Get an activation key
Get the activation key from the Order Confirmation Mail. OR
Login to your Biztech Store account then go to Downloadable options and copy the activation
key for the SuiteMob.
Step 2: Activate your plug-in
After the successful package installation, you need to validate your license and activate your
SuiteMob Configuration.
Log-in to your SuiteCRM as admin and go to the Administrator Page. You can see the admin
panel has one more panel added for SuiteMob Pro.
Now click on “SuiteMob License Configuration” link, this will re-direct you to License
Configuration tab.
Enter your license activation key for SuiteMob plug-in provided by Biztech Store. Click on
“Validate” button to validate your license key.
After the successful validation of license key you can Enable/Disable the plug-in.

Step 3: Click on “User Accessible Modules Setting”. Here you can select the modules to be
displayed in the app. This will be applicable to all app users.
Drag and drop the modules from the “Enabled Module” panel to the “Disabled Module” panel
to disable them from the application.
Step 4: Click on “Notification Configuration” tab. Here you can enable notifications for record
creation, modify and assignment in the modules.

Step 5: Click on “Configure Mobile Layouts”. Here you can select the fields to be displayed for
three views: Edit, Detail and list with respect to the above selected module.
First and foremost, select the module from the drop down list. This list will include only the
modules selected in user accessibility section.
Drag and drop the fields in right pane which you would like to display in the app.

6. Application Manual
Login:
Download and install the mobile app on your phone.
Enter the username, password and the SuiteCRM URL to which you want to connect.
Forgot Password:
To retrieve your password, click on “Forgot?” option, enter your email ID and submit. Your will
receive your password on your mail ID.

Dashboard:
Access all important modules from the dashboard like your Recent Records, Activities for the
day, app settings etc.

Main Menu:
Access all SuiteCRM modules enabled from the backend for the application from the main
menu.

Quick Create:
Quickly create records in a module from the dashboard using “Quick Create” option.

View Profile:
View or Edit your profile information from the dashboard shortcut or access your profile from
the main menu

Edit Profile:
Edit your profile or change your login password from the application

Global Search:
Search across any modules in SugarCRM and obtain results at one place.
To search any record click on the Global Search Bar and enter the search keywords. Based on the
keywords the search results will be displayed module-wise.
You can also filter the modules from which you want to fetch the records.

Today’ Activities:
View all your activities i.e. calls, tasks and meetings from one place

Configure Today’s Activities:
To configure the activities, click on the settings icon. You can drag and drop an activity to set its
priority in the list; you can also enable/disable an activity from the list

Recent Records:
View module-wise list of records that you have created recently

Configure Recent Records:
To configure the recent records, click on the settings icon. You can drag and drop a module to
set its priority in the list; you can also enable/disable a module from the list.
Note: Maximum 5 modules can be selected for viewing recent records

Analytical Charts:
View analytical charts with SuiteCRM Reports. View charts with your own records or for all
records
You can view the following analytical charts:
Outcome by month
Opportunities by lead source, Opportunities by sales stage
Sale Pipeline
Campaign ROI

Recently Viewed Records:
View module-wise list of records that you have viewed recently and avoid navigating to the
modules again and again.

Module List View:
Navigate to any of the SuiteCRM module from the main menu, the layout will be reflected as
configured by you. You can add, update, delete or search records as per the accessibility.
You can all filter out the records to display your own records.

Module Detail View:
Click on any of the record from the list view and view all the details of that record.
You can edit the record or duplicate it, make a call, send SMS, email or locate the address of the
prospect on map, based on the fields in the module

Related Module View:
View modules related to a record from the detail view. Press on the “Related” tab in the detail
view of a record and view list of modules related to it. Press on any of the module from the list
to view the related records

Lead Conversion
As your Leads become matured convert them into Contacts, Accounts or Opportunities.
To convert a lead click on “Convert” icon in the quick actions menu from the Detail view of Lead
Module.
Select the module to which you want to convert the Lead and click on “Save”.

Add New Record:
Create a new record from the list view of a module. Press on the “Create” icon in the list view
to create a new record in the module.

Import Contacts:
Import your phone contacts to SuiteCRM and create a new contact in just a few clicks.
To import a contact navigate to the Contacts module and click on the quick create button.
Choose “Import Contact” option and a list of your phone contacts will be displayed. Select the
contact you wish to import.

Calendar Single Day View:
View all your activities for the day in the calendar view. Press on the “Create” button to add an
activity for the day.

Calendar Month View:
You can also view all your activities for a month in the calendar view. Press on the “Create”
button to add an activity or select any date to view the details of activities scheduled for that
day

Multi Language
With the multi language support, view the Application in your preferred language. SuiteMob
supports all languages supported by SuiteCRM. You could also add a language pack to match your
requirements.
To Select your preferred language navigate to “Settings” and select the language from the Dropdown
menu. Your app will be reloaded and on loign it will set the language you have chosen.

Offline Sync Monitor:
You can go offline whenever you want, add records in offline mode and sync them when you
get connected to the internet
You can sync all offline records together in one go or sync them based on modules. Also view
the stats of records being synced online

General Settings:
Configure your app settings directly from the dashboard or navigate through the main menu.
Set pagination limit, enable offline sync feature and select modules to be displayed in the main
menu and quick create menu
LDAP
SuiteMob now also supports LDAP authentication of SuiteMob increasing its password
management ability.

Main Menu Configuration:
Enable modules you wish to display in the main menu or drag and drop them to set their
priority and save your selection

Quick Create Menu Configuration:
Enable modules you wish to display in the quick create menu or drag and drop them to set their
priority and save your selection

7. Contact Us
We simplify your business, offer unique business solution in digital web and IT landscapes.
Our core expertise includes
SuiteCRM Expertise
- We specialize in Creating Useful and Mission-Critical SuiteCRM plugins!
- Whether it is
 Plugin Development
 Customization
 Integration
 Maintenance
 Upgradation
You can trust our expertise!
Contact – Mr. Maulik Shah
CEO, Biztech Consultancy

Customizable Mobile Application For SuiteCRM - SuiteMob(v2.1)

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