Mobile e for Sugar - App Setup

Overview

In order to start making the best out of Mobile e for Sugar, first, download the App following these easy steps:

Downloading the App

1. Download the application from the AppStore or PlayStore link:

https://play.google.com/store/apps/details?id=com.fayebsg.sugarmobileenhanced

https://apps.apple.com/us/app/sugarmobilee/id1287248544 

2. In the login screen click on the icon in the top right corner. Make sure the Server URL is set to: https://yoursugarurl.com/

• If it is, go back to the login page by clicking the back button on the top left corner.
• Or press Update after you have changed the URL.

3. Use your username and password to log in to the application.

4. You can use Mobile e as you would the default SugarCRM application.

5. Additional features to the default app:

• Near Me, Calendar, Saved Nearby Searches, and Check-Out from the slider menu.
• Check-in and Nearby from the record view of Accounts, Contacts, and Leads modules.