SugarCRM Mobile App User Guide

Overview

The SugarCRM mobile app enables access to your SugarCloud or on-site Sugar instance from your mobile device so you can interact with your data, manage daily activities, initiate phone calls, send SMS and emails, map record addresses, generate documents, and more while away from your computer. The app may also be used on tablets running a compatible version of Android or iOS; the app will automatically adapt to tablet-sized screens. For more information on supported platforms, please refer to the Mobile Supported Platforms page.

Installing

SugarCRM’s mobile app is available for download from the Apple app store and the Google Play store. Use the following steps to download and run the application on your device:

  1. Search for “SugarCRM” in the app store. If searching from an iPad, choose the “iPhone Apps” tab in the Apple app store.
  2. Select the “SugarCRM” app.
  3. Tap “Install” to install the application.

Note that the mobile app cannot be used on a jailbroken or rooted device. If you install it on a jailbroken or rooted device, an error message will appear when you try to open the app, preventing you from accessing the application. In addition, the SugarCRM mobile app and an app built using Sugar’s mobile SDK cannot be installed on the same device.