To export CRM people records (Contacts, Leads, etc) to phone, go to record detail view. Tap overflow menu on the top right and select 'To Phone Contact'.

Please see here.

By purchasing Essential package, you will be able to view common module. These are common modules in Essential package.

1. Account,
2. Bug,
3. Call,
4. Case,
5. Campaign,
6. Contact,
7. Document,
8. Meeting,
9. Email,
10. EmailTemplate,
11. Employee,
12. Lead,
13. Note,
14. Opportunity,
15. Prospect,
16. AosQuote,
17. Task,
18. Team,
19. Target,
20. User,

Go to the module you want to export CRM metadata. On the overflow menu, tap 'CRM metadata'.

On Metadata page, tap 'Server Meta Data'.

Do have a yathit sugarcrm partner in Chennai India who can help us implement and configure the CRM if necessary with few customisation

For any mobile support question, send your support email request from the Yathit Mobile App so that it has basic information about your app and subscription status. To do so, tap Hamburger menu Icons on the top left corner. When app drawer menu appear, click 'Support' menu item, this will launch your default Email app with pre-filled email message about your app information. Write your problem/feature request above the message. Then send the email to the pre-filled email address support@yathit.com.

To canter for each user, Yathit Mobile App provide various in-app product with differing pricing and features they entitled. Each add-on product has detail page with features entitled for the product. You can also tap to the feature tile which explain how it works.

Reminder panel appears in Call and Meeting module in Sugar/SuiteCRM, which control when to show alert or send reminder email. In the mobile app, the reminder panel is collapsed initially. To view click expand button beside reminder label.

You can quickly create a contact or lead record during logging a call. To do so, expand 'Create an invitee' panel by tapping down arrow. Then 'As Contact' or 'As Lead' buttons appear and tap accordingly. Create a new record by entering first, last and email field. The newly created record will be related to the newly created Calls.

Yes, but require Yathit Mobile App plugin.

When logging a call, you may need to create a new contact as well. To create a new contact while creating call, you still tap to link button to bing up selecting existing new contact. In the selection dialog, there is an option to create a new Contact.

Yathit Mobile App use dynamic text, which increase or decrease text size base on system wide text size setting.

To adjust text size in Yathit Mobile App, change Text Size in iOS and Font Size in Android.

Yathit Mobile App uses CRM subpanel layout metadata from get_module_layout REST API to render related panel.

How to import all the customers from iPhone in one time not one by one or how to sync the contact?

Yes.

As additional security layer, security conscious web admin uses Apache build-in Authentication directives to protect CRM web pages. Authentication directives are configured in <Directory> section of the virtual host configuration (httpd.conf) file or .htaccess file in the web root directory. When AuthType Basic setting is activated on the CRM web root directory, opening the CRM portal requires username and password as shown in the following figure.

Empty login page will be display, when you select 'Add A Sugar Account' in app drawer header menu, so that you can add new CRM URL. The login page will not go away unless you enter a valid CRM URL in the input box. If you do not have another CRM, you can return to old CRM by selecting it on the popup menu beside the input dialog box.

From the drawer menu, navigate to 'Tools' > 'Log Location' to load the Log Location page. Allow location permission if asked for the first time. It will take few second to get best location. You may interrupt the waiting by tapping on the message, in this case approximate location will shown. Move the marker by dragging if necessary to change the location.

From the drawer menu, navigate to 'Settings' > 'Sugar Settings'. In the Sugar Settings page, check Site License status.

You may refresh the site license status by tapping on it and then select 'Refresh' on the bottom popup menu.

Please request trial license via the app using 'Trial Site License Request' button on the 'About' Page.