Sugar User Group: Mobile Client Training

Aa16011fadc08150f36617c50e50a1c0?s=47 W-Systems
September 23, 2014

Sugar User Group: Mobile Client Training

This Sugar User Group Webinar focused on the latest SugarCRM Mobile app for iPhone and Android and showcased:

-How to install the new SugarCRM mobile client
-How to configure the SugarCRM mobile client for offline usage
-How to customize the SugarCRM mobile screen
-How to link a picture from your phone to Sugar using SugarCRM mobile

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W-Systems

September 23, 2014
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Transcript

  1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Mobile Client Training September 23, 2014 Sugar User Group
  2. © W-Systems Corp. | www.w-systems.com Presenter Christian Wettre W-Systems cwettre@

    w-systems.com
  3. © W-Systems Corp. | www.w-systems.com Agenda • SugarCRM News Roundup

    • SugarCRM Support Options • SugarCRM Mobile Training • SugarCRM Open Questions & Answers • Next Meeting Training / Topic Survey
  4. © W-Systems Corp. | www.w-systems.com SugarCRM News New Training on

    Sugar University • Learningportal.sugarcrm.com • Self Paced Administration Essentials • Online Administration Essentials: Oct 21 – Oct 23 • SugarCRM Mobile Training: • https://learningportal.sugarcrm.com/?q=learning/class-details/191/ • Weekly Hot Topics Webinars SugarCRM Awards • CRM Magazine CRM Leader Award in Enterprise, Midsize and Small Business Categories • Gartner Group placed SugarCRM in their Sales Force Automation “Visionary” Quadrant
  5. © W-Systems Corp. | www.w-systems.com SugarCRM News Latest Sugar Versions

    • Sugar 7.2.2.0 • Sugar 6.7.6 • SugarCRM Mobile 2.1 Next Up • SugarCRM 7.5 • SugarCRM Mobile update with dedicated tablet mode
  6. © W-Systems Corp. | www.w-systems.com SugarCRM Resources SugarCRM Community https://community.sugarcrm.com

    SugarCRM Support Main Page http://support.sugarcrm.com/ W-Systems SugarCRM Blog www.w-systems.com/blog
  7. © W-Systems Corp. | www.w-systems.com Place your screenshot here SugarCRM

    Mobile Training • How to get it? ⁃ Apple App Store ⁃ Google Play Store • Installation & Configuration • Customizing Fields in Sugar Studio • Configuring Offline Cache ⁃ Administration Setup ⁃ Local Client Setup • SugarCRM Mobile User Interface ⁃ Home Screen ⁃ Search ⁃ Toggle Record Owners ⁃ Adding Related Records
  8. © W-Systems Corp. | www.w-systems.com Installing SugarCRM Mobile

  9. © W-Systems Corp. | www.w-systems.com Configuring SugarCRM Mobile

  10. © W-Systems Corp. | www.w-systems.com Customizing SugarCRM Mobile

  11. © W-Systems Corp. | www.w-systems.com Navigating SugarCRM Mobile

  12. © W-Systems Corp. | www.w-systems.com Setting up Offline Cache

  13. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A
  14. © W-Systems Corp. | www.w-systems.com Next Meeting Topic Poll A.

    SugarCRM Workflow Automation B. SugarCRM 7 Deep Dive C. Sugar Studio Customizations D. Sugar Report Design E. Sugar Dashboard Configuration
  15. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thanks!