Sugar CRM Mobile – Functions and Features
SugarCRM Mobile – App Features
Modules Supported in Sugar CRM Mobile
One Key feature is the ability to access the most crucial SugarCRM modules. In fact administrators are are able to enable (or disable) access to any standard or custom SugarCRM module! Below is a list of the standard SugarCRM modules that users can access by default on their iPhone.
Ability to Manage Records within Sugar Mobile
The Modules screen displays Sugar modules. Users can view, create, and edit records. They can even delete records in the modules in Sugar Mobile.
Security and Record Access within Sugar CRM Mobile
Security permissions are supported in Sugar Mobile. Just like in SugarCRM, users can view all records that are assigned to you, your team, and your direct reports.
Employees Module in Sugar CRM Mobile
In the Employees module, users can view records; administrators can create and manage records.
Ability to Customize Layouts/Screens in Sugar CRM Mobile
Users can easily adjust screens in Sugar Mobile. If you want to change the position of a module, hold it down, drag it to a new location on the screen, and click Done.
Ability to view Related Records in Sugar CRM Mobile
It is often valuable to not just view a record but also all the records related to it. To view such related records, simply tap the arrow button located on the top right-hand side that displays a menu of available actions, and tap View Related.
Sugar CRM Mobile – Note Attachments not available
Attachments within notes are not available within Sugar Mobile.
Ability to send an Email via Sugar Mobile
To email a contact, click the icon next to the email address field. The native iPhone email application will be used to send the email. Within the iPhone email application, enter the subject and message, and click Send.
Ability to Log a Call on Sugar Mobile
To call a contact from within a record, click the icon next to the Phone field. To log the call, tap the Log Call option that displays below. When you log a call, a new Sugar record for the call is created and is related to the record from which the call was made. If you do not want to log the call, tap the Do Not Log Call option.
Mapping SugarCRM Addresses on an iPhone
To locate a street address on a map, tap the icon located next to the Address field. The native iPhone map application will be used to view the location.
Viewing a Company website on Sugar Mobile
To navigate to a website, tap the icon located next to the Website field.
Sugar CRM Mobile – Quick View (Last Viewed)
Quick View displays records that you last viewed in Sugar, as well as your current activities.
Searching within Sugar Mobile
Users are empowered to search for records within any module. It is also possible to search across all modules!
Administration Capabilities in Sugar Mobile
As the Sugar admin, you can make the following configuration changes for Sugar Mobile for iPhone:
- Users can hide any module that is visible by default.
- Users can display modules that are not on the default list, including custom modules.
- Users can specify the maximum number of records to display on the iPhone screen.
- Users can specifySugar CRM Mobile - the maximum number of related records to display on the iPhone screen.
- Users can change the layout of List View, Edit View, and Search.
Sugar Mobile on iPad and Blackberry
SugarCRM Mobile Roadmap
With this excel free tool, you will be able to compare the Total Cost of Ownership (TCO) of more than 10 of the top CRM systems.
The comparison calculator includes the following CRM software systems: Microsoft Dynamics CRM, Salesforce.com, SugarCRM, Saleslogix, Sage CRM, Sage ACT, and more…
With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.
TCO line items include:
- User price
- Hardware (incl. Server and Users)
- and more…
With this spreadsheet tool, you will be able to compare the features and details of the top CRM systems.
You will be able to compare and evaluate the following CRM business software systems: Microsoft Dynamics CRM, Infusion, Goldmine, Saleslogix, and more…
CRM evaluation topics include: Matrix of Features, Price/Licensing, Available Entities/Modules, Network/Hardware Platforms, and more…
You will be able to view the pros and cons of these CRM solutions side by side – and compare the strengths and weaknesses of these various CRM systems. This tool was created by CRM experts – and is now available to our readers.
Using this Excel spreadsheet tool, you will be empowered to recognize the chief differences between almost 10 of the top CRM systems, including Sage SalesLogix, Microsoft Dynamics CRM, Pivotal, GoldMine, Sage ACT! and more.
CRM Comparison Topics include:
- CRM Features
- Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more).
- Entities and Modules (e.g. SFA, Marketing, Service, etc)
- Network and Hardware (Microsoft, Linux, etc…)
- Costs and Pricing (Licensing, etc..)
- Industry/SIC/NAICS information