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

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USER MANUAL SuiteMob Version 2.1 TABLE OF
CONTENTS

• Introduction 1
• Benefits of SuiteMob 1
• Prerequisites for SuiteMob Pro 1
• Plugin Installation Steps for SuiteMob Pro
• ..................................................
  ......................2
• Plugin Configuration Steps for SuiteMob Pro 3
• Application Manual 6
• Contact Us 32

Compatibility SuiteCRM 7.1. to 7.6. Device
Compatibility Android Phone, Tablet. iOS
iPhone, iPod Touch, iPad.
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• USER MANUAL SUITEMOB v2.1
• 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.
• 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.
• Prerequisites for SuiteMob Pro
• Following points must be followed before starting
  the plug-in installation

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USER MANUAL SUITEMOB v2.1 4. Plugin
Installation Steps for SuiteMob Pro Step 1 To
start with the installation, log-in as
Administrator into SuiteCRM. Navigate to the
adwiYist?atioY page aYd ÐliÐk oY ?Module Loade??
to iYstall the paÐkage.
Step 2 Browse the zip file and click on
?Upload? button under Module Loader screen.
After uploading package, click on the ?IYstall?
button to install the package.
Step 3 Click on ?Cowwit? 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 ?QuiÐk
Repair aYd Reduild? link.
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USER MANUAL SUITEMOB v2.1 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.
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USER MANUAL SUITEMOB v2.1 Step 3 CliÐk oY
?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 ?EYadled
Module? panel to the ?Disadled Module? paYel to
disable them from the application. Step 4 Click
on ?NotifiÐatioY CoYfiguratioY? tab. Here you can
enable notifications for record creation, modify
and assignment in the modules.
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USER MANUAL SUITEMOB v2.1 Step 5 CliÐk oY
?Configure Mobile Layouts?. He?e you ÐaY seleÐt
the fields to de 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.
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USER MANUAL SUITEMOB v2.1 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.
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USER MANUAL SUITEMOB v2.1 Dashboard Access
all important modules from the dashboard like
your Recent Records, Activities for the day, app
settings etc.
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USER MANUAL SUITEMOB v2.1 Main Menu Access
all SuiteCRM modules enabled from the
backend for the application from the main
menu.
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USER MANUAL SUITEMOB v2.1 Quick
Create QuiÐkly Ð?eate ?eÐo?ds iY a wodule f?ow
the dashdoa?d usiYg ?QuiÐk C?eate? optioY.
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USER MANUAL SUITEMOB v2.1 View Profile View
or Edit your profile information from the
dashboard shortcut or access your profile from
the main menu
Page 10
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USER MANUAL SUITEMOB v2.1 Edit Profile Edit
your profile or change your login password from
the application
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USER MANUAL SUITEMOB v2.1 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.
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USER MANUAL SUITEMOB v2.1 Today
AÐtivities View all your activities i.e. calls,
tasks and meetings from one place
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USER MANUAL SUITEMOB v2.1 Configure Todays
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
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USER MANUAL SUITEMOB v2.1 Recent
Records View module-wise list of records that
you have created recently
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USER MANUAL SUITEMOB v2.1 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
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USER MANUAL SUITEMOB v2.1 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
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USER MANUAL SUITEMOB v2.1 Recently Viewed
Records View module-wise list of records that
you have viewed recently and avoid navigating to
the modules again and again.
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USER MANUAL SUITEMOB v2.1 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.
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USER MANUAL SUITEMOB v2.1 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
Page 20
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USER MANUAL SUITEMOB v2.1 Related Module
View Vie? wodules ?elated to a ?eÐo?d f?ow the
detail ie?. P?ess oY the ?Related? tad iY 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
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USER MANUAL SUITEMOB v2.1 Lead Conversion As
your Leads become matured convert them into
Contacts, Accounts or Opportunities. To ÐoYe?t a
lead ÐliÐk oY ?CoYe?t? iÐoY iY the ?uiÐk aÐtioYs
weYu f?ow the Detail ie? of Lead Module. SeleÐt
the wodule to ?hiÐh you ?aYt to ÐoYe?t the Lead
aYd ÐliÐk oY ?Sae?.
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USER MANUAL SUITEMOB v2.1 Add New
Record C?eate a Ye? ?eÐo?d f?ow the list ie?
of a wodule. P?ess oY the ?C?eate? iÐoY iY the
list ie? to create a new record in the module.
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USER MANUAL SUITEMOB v2.1 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 ?Iwpo?t CoYtaÐt? optioY aYd a list
of you? phoYe ÐoYtaÐts ?ill de displayed. SeleÐt
the contact you wish to import.
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USER MANUAL SUITEMOB v2.1 Calendar Single Day
View Vie? all you? aÐtiities fo? the day iY
the ÐaleYda? ie?. P?ess oY the ?C?eate? duttoY
to add aY activity for the day.
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USER MANUAL SUITEMOB v2.1 Calendar Month
View You can also view all your activities for a
month iY the ÐaleYda? ie?. P?ess oY the ?C?eate?
button to add an activity or select any date to
view the details of activities scheduled for that
day
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USER MANUAL SUITEMOB v2.1 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 SeleÐt
you? p?efe??ed laYguage Yaigate to ?SettiYgs?
aYd seleÐt the laYguage f?ow the D?opdo?Y menu.
Your app will be reloaded and on loign it will
set the language you have chosen.
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USER MANUAL SUITEMOB v2.1 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
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USER MANUAL SUITEMOB v2.1
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 management ability.
LDAP authentication of SuiteMob increasing
its password
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USER MANUAL SUITEMOB v2.1 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
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USER MANUAL SUITEMOB v2.1 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
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USER MANUAL SUITEMOB v2.1 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