SugarCRM

SugarCRM



무료

72.0for iPhone, iPad and more
7.9
68 Ratings
SugarCRM, Inc.
Developer
19.4MB
Size
Jun 20, 2024
Update Date
Business
Category
4+
Age Rating
Age Rating
4+
Apps in this category do not contain restricted content.
9+
Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.
12+
Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.
17+
You must be at least 17 years old to access this App.
Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.
SugarCRM 스크린 샷
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About SugarCRM

Customer relationship management anywhere, anytime—so you are always prepared to win deals and support customers on the go.

With the SugarCRM mobile app, you can take your business processes and CRM data on the go, including access to contacts, accounts, leads, activities, and custom Sugar modules.

Benefits:
• View detailed account information on the go, and update opportunities as you gather insights.
• Schedule calls, create cases, or send quotes directly from your mobile device.
• See who's calling and get prepared with Caller ID.
• Create documents based on record data from the mobile app with Doc Merge.
• View key performance indicators (KPIs) and stay on track with your sales goals.
• Build pricing quotes to close deals in real-time, wherever you are.
• Access insights at a glance with dashboards: charts, activity history, and more.
• Manage your task list by completing or adding new tasks.
• Map customer locations and initiate driving routes to streamline customer visits and planning.
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최신 버전 72.0의 새로운 기능

Last updated on Jun 20, 2024
오래된 버전
Fixed Issues
* Creating a new opportunity while logging a call causes an error that prevents the call from being logged.
* When trying to upload an image to an image field, an error may prevent upload on the first attempt.
* It is not possible to select any values for run-time filters on relate fields in the mobile app's Report dashlet.
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Version History
72.0
Jun 20, 2024
Fixed Issues
* Creating a new opportunity while logging a call causes an error that prevents the call from being logged.
* When trying to upload an image to an image field, an error may prevent upload on the first attempt.
* It is not possible to select any values for run-time filters on relate fields in the mobile app's Report dashlet.
71.0
May 24, 2024
Feature Enhancements
* Timeline: Record timelines, equivalent to the Timeline dashlet in the desktop app, are now available so you can see a searchable, chronological view of activities.
Fixed Issues
* Doc Merge is not available with a Sugar Enterprise license.
* An internal error may occur when drilling into a Report dashlet's chart.
* The complete list of values in a multiselect field may be cut off.
* If a dropdown field is required, the text "Required" is displayed over top of its actual value.
70.0
Apr 26, 2024
This release of the SugarCRM mobile app addresses minor product and performance issues.
69.0
Mar 29, 2024
Features:
* The app now supports the use of Baidu Maps and Amap.
* You can now link existing calls, meetings, and tasks to a smart guide.
Fixed Issues:
* It is not possible to log in to the app with Sugar credentials if the instance uses SSO.
* The app may fail to load field data when opening a record.
* If "Related to Current Record" is selected for a Report dashlet, the result set is not correctly filtered.
* When creating records via subpanel, flex relate fields are not populated with the parent.
68.0
Mar 1, 2024
Fixed Issues:
* If an address field is configured to be read-only when a condition is met, the field becomes read-only in the mobile app whether the condition is true or not.
67.0
Feb 1, 2024
Features:
* Filtered product list during quote creation: When creating or editing a quoted line item, the list of products to choose from is filtered so that only currently active products are shown.
Fixed Issues:
* When Action Buttons are displayed in the mobile app, spaces are replaced with the percent (%) symbol in the button text.
66.0
Jan 11, 2024
Fixed Issues:
* The app may become unresponsive when editing and saving changes to a record several times consecutively.
* A "record is invalid" error may be encountered if saving a record with dropdown-conditional views where all required fields are not included on the current view.
65.0
Dec 8, 2023
Sugar Automate: You can now work with Smart Guides in the mobile app to progress a record through your organization's business processes and track activities as they are completed.
64.0
Nov 9, 2023
Fixed Issues:
This release of the SugarCRM mobile app addresses minor product and performance issues.
63.0
Oct 12, 2023
Fixed Issues:
* When a dashboard is viewed from the desktop application, a warning message is displayed the next time the user opens the mobile app, erroneously notifying them that the dashboard configuration has changed.
62.1
Oct 6, 2023
Fixed Issues:
* It may not be possible to authenticate to the SugarCRM mobile app if connecting using OpenID Connect (OIDC) via SugarIdentity.
Note: Users affected by this issue must uninstall and reinstall the SugarCRM mobile app after upgrading to version 62.1 in order to resolve the issue.
62.0
Sep 15, 2023
Fixed Issues:
* If you click "Cancel" while adding users to a list of meeting guests and then try to add users as guests a second time, an internal error occurs.
* The app may become unresponsive when editing a record if the record contains a calculated textfield.
61.0
Aug 17, 2023
Features:
* The Report dashlet now allows you to view the data table of report results for Rows and Columns, Summation, and Summation with Details reports.
** Pin the first column of the table so that it stays in view as you scroll horizontally.
** Choose which columns are displayed in the table and sort by different columns.
* Access and update the report's run-time filters when viewing a Report dashlet so you can adjust the subset of data shown in the chart and the data table.
60.0
Jul 20, 2023
Features:
* The caller ID database now updates automatically every five minutes.
* You can now choose to resync all caller ID records or just those that are new, updated, or deleted.
Fixed Issues:
* If using stand-alone opportunities, it is not possible to convert a lead to an opportunity.
* Scrolling to load more list view results does not work if a filter based on the Teams field is applied.
* The names of the days and months in the calendar are displayed in English despite the language in use.
59.0
Jun 26, 2023
Features:
Events that took place in the past are now accessible via the mobile calendar; simply scroll up in agenda view or tap a different date in day view.
Fixed Issues:
* Users may encounter an error when saving a record in a custom module if the module's code customization contains an empty subpanel file.
* Fields that are only required if a certain condition is met may be required whether the condition is met or not.
* Text fields may be displayed as blank in Global Search results.
58.0
May 30, 2023
Features:
* If the phone number of an incoming call matches a contact or lead in Sugar, the record's name is displayed.
* When creating a new opportunity, it is now possible to create revenue line items at the same time.
Fixed Issues:
* Users may encounter an internal error when viewing or saving records in a custom module.
* If logging in to the mobile app using single sign-on (SSO) via Okta, users may encounter a loop where the page loads indefinitely and they cannot successfully log in.
57.0
Apr 27, 2023
Features:
* Find nearby records: The Distance list view filter has a new operator, "Nearby", which shows only records within a specified radius of your device's current location.
Fixed Issues:
* Charts in Report dashlets are not displayed when viewed in the mobile app.
* If logging in to the mobile app using single sign-on (SSO) via Okta, users may encounter a loop where the page loads indefinitely and they cannot successfully log in.
56.0
Mar 30, 2023
Features:
* Tap Cloud Drive files to open them: In the Cloud Drive dashlet, you can now tap a file to immediately open it or request access to it in Google Drive, OneDrive, or Dropbox.
55.0
Mar 2, 2023
Features:
* DocuSign integration: The mobile app integrates with DocuSign so you can send documents for signature and manage in-progress and completed envelopes from your mobile device.
54.0
Feb 2, 2023
Features:
* Module icons and colors have been refreshed and now match those configured by the admin in the desktop app, giving users a consistent and modernized experience across both platforms.
* The mobile app's main menu has an updated appearance that aligns with Sugar's new navigation bar.
Fixed Issues:
* The app may take a long time to load search results when offline.
* It is not possible to add a new attachment to a note via the mobile app if the note already has at least one attached file.
53.0
Jan 5, 2023
Features:
* If a Report dashlet's run-time filter is updated in the desktop app, the new filter is applied in the mobile app's dashlet.
* You can now edit all events in a series of meetings or calls at the same time.
* If you have Sugar Maps, you can now get directions between two records.


Fixed Issues:
* When creating a quote in the mobile app, the tax rate is not auto-populated.
52.0
Dec 8, 2022
Features:
* Cloud Drive is now available so you can work with files in your Google Drive, OneDrive, or Dropbox directly.
** Interact with the files in your third-party drive from within the Cloud Drive dashlet.
** Save any file in your drive as a Sugar document with the file attached.
** On any Sugar document, you can sync the attached file to your drive.
* The name of the default filter in the Maps subpanel is displayed so that you know the radius of results being returned.
51.0
Nov 11, 2022
Features:
* Press and hold a record's address to copy it.
* Admins can now define edit view layouts that change based on a dropdown field's value.
* You can now access a record's Actions menu in dashlets listing records by swiping.
Fixed Issues:
* Users may be unable to log in or out or perform any actions without first uninstalling and reinstalling the app.
50.0
Oct 13, 2022
Features:
* You can now create recurring meetings from Sugar Mobile so that events that take place at regular intervals can be quickly created while away from the desktop application.
* The Doc Merge action type is now available to be used in Action Buttons in the mobile app.
Fixed Issues:
* It is not possible to approve or reject SugarBPM process activities from the Processes dashlet. As a workaround, edit the target record to access a button for approving or rejecting the activity.
49.0
Sep 15, 2022
Features:
* You can now find and display user and team calendars in the app's calendar to have a view of both your own events and others' events at the same time.
* The grey dots displayed in the month navigator to show that there is at least one event on that date are now displayed in the week overview at the top of day view.
* When drafting an email from a case record, the case macro is automatically added to the email subject, if configured.

SugarCRM FAQ

제한된 국가 또는 지역에서 SugarCRM를 다운로드하는 방법을 알아보려면 여기를 클릭하십시오.
SugarCRM의 최소 요구 사항을 보려면 다음 목록을 확인하십시오.
iPhone
iOS 12.0 이상 필요
iPad
iPadOS 12.0 이상 필요
iPod touch
iOS 12.0 이상 필요
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