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Sage CRM iPhone Application

There is an ever increasing need for mobile access, especially for those sales teams who frequently spend time away from the office, on the road or at customer sites. Equipping teams with the necessary tools to effectively do their jobs. Sage CRM for iPhone (beta) provides a new theme for Sage CRM users being designed specifically for the iPhone.

Delivering a rich user experience and providing real time live data Sage CRM for iPhone make full usage of Apple functionality such as the accelerometer which senses any tilting in the screen of the phone and adjusts the layout to landscape when appropriate and the date spinner.

Does Sage CRM for iPhone work for Sage 200 CRM?

Yes this works for Sage 200 CRM as well but with the product being in beta mode at present this is subject to potential change.

What do I need to use this functionality?

Your CRM or Sage licence must include the mobile option andyour administrator must have installed the "Sage CRM for iPhone beta" component and your CRM installation must be accessible over the internet or through a VPN which iPhones can connect to. Once your login screen is displayed within Safari, use the plus symbol and select 'Add to home screen' to place a direct button link to Sage CRM.

 Iphone _menu  Iphone _spinner

Can I view reports on my iPhone?

Providing the user has the relevant rights reports can be viewed on the iPhone

 How can i download Sage CRM Mobile?

Sage CRM for iPhone (beta) can be downloaded free of charge from the Apps and Extras section for existing Sage CRM v6.2 and v7 users with a mobile licence.

 

For more information on Sage 200, Sage CRM, Sage 200 CRM or about upgrading your Sage software to include mobile licences contact one of our Sage experts today on 01628 519 000 or email events@pythagoras.co.uk


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