Mobile

The Mobile section includes topics covering working with and troubleshooting Sugar’s various mobile applications. User Guides, Installation Guides, Release Notes, and Supported Platforms are also available from the Mobile Solutions page.

Topics

Accessing your Sugar instance while away from your desktop computer is easy with Sugar's mobile solutions. This article explains how to access and work with your CRM from an app or mobile browser. 

Sugar's Mobile Application Configuration Service (MACS) enables partners and eligible customers (i.e. Enterprise and Ultimate) to create and distribute custom-branded versions of the Sugar Mobile app. Before downloading your app from MACS for distribution, you must provide MACS with a certificate and other information in order to digitally sign the app. App signing allows the client (i.e. phone or tablet running your app) to identify who signed the app and to verify that it has not been modified since you signed it. The certificate serves as a virtual fingerprint that uniquely associates the app to you. This also helps iOS and Android ensure that any future updates to your app are authentic and come from the original author.

Admin users can easily customize their Sugar Mobile app layouts via Admin > Studio to suit their business needs. Studio is available when accessing the desktop version of the Sugar® instance. For more information about altering various mobile layouts, please refer to the Studio documentation.

Sugar Mobile allows users' mobile devices to access Sugar® records, manage daily activities, initiate phone calls, send SMS and emails, map addresses, and more while away from their computers. Administrators can enable offline capabilities for Sugar Mobile. This feature allows your mobile device to cache records for offline viewing as well as buffer changes you make to records while offline which can then be synced upon reconnecting. Viewing a record in any list view, record view, or edit view will cause it to be automatically cached to your local database. For more information on offline caching, please refer to the Sugar Mobile User Guide for your specific mobile device (i.e. Android or iOS).

When troubleshooting an issue in Sugar Mobile, Sugar's support team may ask you to email the application's log file directly from your mobile device. This file contains any errors that have occurred in your specific Sugar Mobile app which may assist in troubleshooting the problem. This article covers how to collect and send the log files from Sugar Mobile to our support team.

In the Sugar Mobile app, you can easily filter lists of records in your module list view, related records list view, and Global Search page. This article covers the available filters in Sugar Mobile, as well as how to filter your list of records and sort the filtered results.

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