MobileX for SageCRM - User contributions [en]

MX Plus Overview

2026-06-04T10:13:11Z

Crmtogether:

'''What is MobileX Plus?'''

MobileX Plus is designed to allow users not in CRM access to data and to create data. Its ideal for site engineers or sales people who do not need full access to Sage CRM.

There are some differences around behaviour as below.

'''What you need to know'''

Features in MobileX Pro that are not supported in MX Plus

* Dedupe

* CRM's Territory restrictions are not respected in Plus.

* You may need to alter any custom pages added to cope with the MX Plus Token (there is no CRM SID)

* Contact Scanner

* Email Integration

* Calendar and Tasks

The same entity tabgroups are used but only files matching the format '*_mxplus*' will show for MXPlus users. This allows you to have a different experience and code MX Pro and MX Plus specific pages as they use different Auth methods.

This also applies to the "acdashboard" system tab group used to customise the Home Dashboard

'''Install'''

Requirements:
* Sage CRM Self-Service License
* Accelerator 6.0.3.0 or later

'''User Admin'''

A tab will show in the CRM Together Administration area for MobileX Plus users

User passwords can only be reset from here and users themselves cannot update their own passwords.

'''License'''

With MobileX Pro we ship a single test license for demo purposes only. The same applies for MobileX Plus.

Please note MobileX Plus is priced differently, visit https://crmtogether.com/product-pricing to request details

MX Plus Guide

2026-06-04T10:10:50Z

Crmtogether:

Most features are the same as in MobileX/Accelerator

Differences are

a. Calendar and Tasks are not supported

b. Contact Scanner is not supported

c. Email Integration is not supported

----
''''User Management''''

This is similar to Ac Plus

https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide

----
'''Customizing'''

Filters

These are applied via the Sage CRM Translations area.

You can apply custom filters to the data based on another field

EG for company:

Family: _crmtconfig
code: ctCompFilterMXPlus
US Translation:(comp_accpac_codeslsp1='#portaluserid#')

#portaluserid# will be replaced with the MX Plus users name

Other codes are
ctOppoFilterMXPlus
ctOrderQuoteFilterMXPlus
ctPersFilterMXPlus

----

Dashboard

We use a menu item called ''acdashboardmxplus''

Here you can add in Custom File Actions and a custom file url

MX Plus Overview

2026-06-04T10:08:52Z

Crmtogether:

'''What is MobileX Plus?'''

MobileX Plus is designed to allow users not in CRM access to data and to create data. Its ideal for site engineers or sales people who do not need full access to Sage CRM.

There are some differences around behaviour as below.

'''What you need to know'''

Features in MobileX Pro that are not supported in +

* Dedupe

* CRM's Territory restrictions are not respected in Plus.

* You may need to alter any custom pages added to cope with the MX Plus Token (there is no CRM SID)

The same entity tabgroups are used but only files matching the format '*_mxplus*' will show for MXPlus users. This allows you to have a different experience and code MX Pro and MX Plus specific pages as they use different Auth methods.

This also applies to the "acdashboard" system tab group used to customise the Home Dashboard

'''Install'''

Requirements:
* Sage CRM Self-Service License
* Accelerator 6.0.3.0 or later

'''User Admin'''

A tab will show in the CRM Together Administration area for MobileX Plus users

User passwords can only be reset from here and users themselves cannot update their own passwords.

'''License'''

With MobileX Pro we ship a single test license for demo purposes only. The same applies for MobileX Plus.

Please note MobileX Plus is priced differently, visit https://crmtogether.com/product-pricing to request details

MX Plus Guide

2026-06-04T10:08:35Z

Crmtogether:

Most features are the same

User Management - This is similar to Ac Plus

https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide

----
'''Customizing'''

Filters

These are applied via the Sage CRM Translations area.

You can apply custom filters to the data based on another field

EG for company:

Family: _crmtconfig
code: ctCompFilterMXPlus
US Translation:(comp_accpac_codeslsp1='#portaluserid#')

#portaluserid# will be replaced with the MX Plus users name

Other codes are
ctOppoFilterMXPlus
ctOrderQuoteFilterMXPlus
ctPersFilterMXPlus

----

Dashboard

We use a menu item called ''acdashboardmxplus''

Here you can add in Custom File Actions and a custom file url

Updating License

2026-05-27T10:05:48Z

Crmtogether:

'''Updating of Your License'''

----

'''MobileX Pro'''

The license for MobileX is stored in the "../CustomPages/SageCRMWS/web.config" file.

[[File:webconfiglicense.png]]

This file can be edited via any text editor.

The Key value is shown as follows:

<add key="SageCRMMobileXLicense" value="YourCurrentLicenseIsHere"/>

To update your license replace the value setting with the license provided

<add key="SageCRMMobileXLicense" value="YourNEWLicenseGoesHere"/>

Save the file.

-----

'''MobileX Plus'''

The license for MobileX Plus is stored in the "../CustomPages/SageCRMWS/web.config" file.

This file can be edited via any text editor.

The Key value is shown as follows:

<add key="SageCRMMobileXPlusLicense" value="YourCurrentLicenseIsHere"/>

To update your license replace the value setting with the license provided

<add key="SageCRMMobileXPlusLicense" value="YourNEWLicenseGoesHere"/>

Save the file.

Updating License

2026-05-27T10:05:36Z

Crmtogether:

'''Updating of Your License'''

'''MobileX Pro'''

The license for MobileX is stored in the "../CustomPages/SageCRMWS/web.config" file.

[[File:webconfiglicense.png]]

This file can be edited via any text editor.

The Key value is shown as follows:

<add key="SageCRMMobileXLicense" value="YourCurrentLicenseIsHere"/>

To update your license replace the value setting with the license provided

<add key="SageCRMMobileXLicense" value="YourNEWLicenseGoesHere"/>

Save the file.

-----

'''MobileX Plus'''

The license for MobileX Plus is stored in the "../CustomPages/SageCRMWS/web.config" file.

This file can be edited via any text editor.

The Key value is shown as follows:

<add key="SageCRMMobileXPlusLicense" value="YourCurrentLicenseIsHere"/>

To update your license replace the value setting with the license provided

<add key="SageCRMMobileXPlusLicense" value="YourNEWLicenseGoesHere"/>

Save the file.

MX Plus Guide

2026-05-26T10:25:29Z

Crmtogether:

'''Customizing'''
----

Filters

These are applied via the Sage CRM Translations area.

You can apply custom filters to the data based on another field

EG for company:

Family: _crmtconfig
code: ctCompFilterMXPlus
US Translation:(comp_accpac_codeslsp1='#portaluserid#')

#portaluserid# will be replaced with the MX Plus users name

Other codes are
ctOppoFilterMXPlus
ctOrderQuoteFilterMXPlus
ctPersFilterMXPlus

----

Dashboard

We use a menu item called ''acdashboardmxplus''

Here you can add in Custom File Actions and a custom file url

MX Plus Guide

2026-05-20T10:18:51Z

Crmtogether:

MX Plus Guide

2026-05-20T10:17:52Z

Crmtogether: Created page with " ---- Filters These are applied via the Sage CRM Translations area. You can apply custom filters to the data based on another field EG for company: Family: _crmtconfig code: ctCompFilterMXPlus US Translation:(comp_accpac_codeslsp1='#portaluserid#') #portaluserid# will be replaced with the MX Plus users name Other codes are ctOppoFilterMXPlus ctOrderQuoteFilterMXPlus ctPersFilterMXPlus"

----

Filters

These are applied via the Sage CRM Translations area.

You can apply custom filters to the data based on another field

EG for company:

Family: _crmtconfig
code: ctCompFilterMXPlus
US Translation:(comp_accpac_codeslsp1='#portaluserid#')

#portaluserid# will be replaced with the MX Plus users name

Other codes are
ctOppoFilterMXPlus
ctOrderQuoteFilterMXPlus
ctPersFilterMXPlus

MX AppStores

2026-05-12T20:23:54Z

Crmtogether:

MobileX for Sage CRM is available on the iOS app store for iphone and Google Play for Android.

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]

[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]

Available as a Progressive Web Applicaiton (PWA) WORLDWIDE

[[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com]]

You require a MobileX connection install and license to connect to your Sage CRM.

Contact us at [mailto:sagecrm@crmtogether.com <sagecrm@crmtogether.com>] or your Sage CRM Partner to find our how to get a license.

MX Plus Client Install

2026-04-13T15:16:53Z

Crmtogether:

The client is available as a PWA (Progressive Web App).

You navigate to the url

https://appmxplus.crmtogether.com

and then select the option to add to your home screen so it appears like an app.

----

An example on iOS is as follows:

Click the options icon (A)

[[File:mxplusstart1.png]]

Next on your device select the option to Add to Your Home Screen.

[[File:mxplusstart2.png]]

You can change the app title if you wish. Click Add to add to your home screen.

[[File:mxplusstart3.png]]

One you get to that point open the app from your phone HOME screen

[[File:mxplusstart6.png]]

Then set up the connection to your CRM.

Click Get Started

[[File:mxplusstart4.png]]

Click the + button and enter your CRM user credentials

[[File:mxplusstart5.png]]

----

MX Plus Client Install

2026-04-13T15:16:21Z

Crmtogether:

The client is available as a PWA (Progressive Web App).

You navigate to the url

https://appmxplus.crmtogether.com

and then select the option to add to your home screen so it appears like an app.

----

An example on iOS is as follows:

Click the options icon (A)

[[File:mxplusstart1.png]]

Next on your device select the option to Add to Your Home Screen.

[[File:mxplusstart2.png]]

You can change the app title if you wish (2). Click Add (1) to add to your home screen.

[[File:mxplusstart3.png]]

One you get to that point open the app from your phone HOME screen

[[File:mxplusstart6.png]]

Then set up the connection to your CRM.

Click Get Started

[[File:mxplusstart4.png]]

Click the + button and enter your CRM user credentials

[[File:mxplusstart5.png]]

----

MX Plus Client Install

2026-04-13T15:16:06Z

Crmtogether:

The client is available as a PWA (Progressive Web App).

You navigate to the url

https://appmxplus.crmtogether.com

and then select the option to add to your home screen so it appears like an app.

----

An example on iOS is as follows:

Click the options icon

[[File:mxplusstart1.png]]

Next on your device select the option to Add to Your Home Screen.

[[File:mxplusstart2.png]]

You can change the app title if you wish (2). Click Add (1) to add to your home screen.

[[File:mxplusstart3.png]]

One you get to that point open the app from your phone HOME screen

[[File:mxplusstart6.png]]

Then set up the connection to your CRM.

Click Get Started

[[File:mxplusstart4.png]]

Click the + button and enter your CRM user credentials

[[File:mxplusstart5.png]]

----

File:Mxplusstart5.png

2026-04-13T15:15:33Z

Crmtogether:

File:Mxplusstart4.png

2026-04-13T15:15:22Z

Crmtogether:

File:Mxplusstart6.png

2026-04-13T15:12:42Z

Crmtogether:

File:Mxplusstart3.png

2026-04-13T15:12:25Z

Crmtogether:

File:Mxplusstart2.png

2026-04-13T15:01:38Z

Crmtogether:

File:Mxplusstart1.png

2026-04-13T15:00:49Z

Crmtogether:

MX Plus Client Install

2026-04-13T14:27:28Z

Crmtogether:

The client is available as a PWA (Progressive Web App).

You navigate to the url

https://appmxplus.crmtogether.com

and then select the option to add to your home screen so it appears like an app.

----

An example on iOS is as follows:

Click the options icon

[[File:mxplusstart1.png]]

Next on your device select the option to Add to Your Home Screen.

[[File:mxplusstart2.png]]

You can change the app title if you wish (2). Click Add (1) to add to your home screen.

[[File:mxplusstart3.png]]

One you get to that point open the app from your phone HOME screen

[[File:mxplusstart6.png]]

Then set up the connection to your CRM.

Click Get Started

[[File:mxplusstart4.png]]

Click the + button (1) and enter your CRM user credentials

[[File:mxplusstart5.png]]

----

MX Plus Admin

2026-04-13T14:24:27Z

Crmtogether:

Requirements are the same as MobileX Pro

https://mobilex.crmtogether.com/index.php?title=Install_and_Requirements

but also include

* Sage CRM Self-Service License

----

MobileX Plus License

'''Manual Install of License'''

The license for MobileX is stored in the "../CustomPages/SageCRMWS/web.config" file.

This file can be edited via any text editor.

The Key value is shown as follows:

<add key="SageCRMMobileXPlusLicense" value=Ma+RcMDl7tDfdg63071pcD0AYig9hJ2eThBOLaZ3mPs=" />

The default license is for one (1) user for trial purposes only and is not included in any purchase.

'''Please do not install on a live environment prior to any purchase as we cannot provide support without a purchase.'''

To update your license replace the value setting with the license provided

<add key="SageCRMMobileXPlusLicense" value="yourlicensehere"/>

MX Plus Admin

2026-04-13T14:20:20Z

Crmtogether: Created page with "Requirements are the same as MobileX Pro https://mobilex.crmtogether.com/index.php?title=Install_and_Requirements but also include * Sage CRM Self-Service License ---- MobileX Plus License '''Manual Install of License''' The license for MobileX is stored in the "../CustomPages/SageCRMWS/web.config" file. File:webconfiglicensemxplus.png This file can be edited via any text editor. The Key value is shown as follows: <add key="SageCRMMobileXPlusLicense" val..."

Requirements are the same as MobileX Pro

https://mobilex.crmtogether.com/index.php?title=Install_and_Requirements

but also include

* Sage CRM Self-Service License

----

MobileX Plus License

'''Manual Install of License'''

The license for MobileX is stored in the "../CustomPages/SageCRMWS/web.config" file.

[[File:webconfiglicensemxplus.png]]

This file can be edited via any text editor.

The Key value is shown as follows:

<add key="SageCRMMobileXPlusLicense" value=Ma+RcMDl7tDfdg63071pcD0AYig9hJ2eThBOLaZ3mPs=" />

The default license is for one (1) user for trial purposes only and is not included in any purchase.

'''Please do not install on a live environment prior to any purchase as we cannot provide support without a purchase.'''

To update your license replace the value setting with the license provided

<add key="SageCRMMobileXPlusLicense" value="yourlicensehere"/>

MX Plus Client Install

2026-04-13T14:18:12Z

Crmtogether: Created page with "test"

test

MX Plus Overview

2026-03-20T18:13:54Z

Crmtogether:

'''What is MobileX Plus?'''

MobileX Plus is designed to allow users not in CRM access to data and to create data. Its ideal for site engineers or sales people who do not need full access to Sage CRM.

There are some differences around behaviour as below.

'''What you need to know'''

Features in MobileX Pro that are not supported in +

* Dedupe (this will be supported in a future release)

* CRM's Territory restrictions are not respected in Plus.

* You may need to alter any custom pages added to cope with the MX Plus Token (there is no CRM SID)

The same entity tabgroups are used but only files matching the format '*_mxplus*' will show for MXPlus users. This allows you to have a different experience and code MX Pro and MX Plus specific pages as they use different Auth methods.

This also applies to the "acdashboard" system tab group used to customise the Home Dashboard

'''Install'''

Requirements:
* Sage CRM Self-Service License
* Accelerator 6.0.3.0 or later

'''User Admin'''

A tab will show in the CRM Together Administration area for MobileX Plus users

User passwords can only be reset from here and users themselves cannot update their own passwords.

'''License'''

With MobileX Pro we ship a single test license for demo purposes only. The same applies for MobileX Plus.

Please note MobileX Plus is priced differently, visit https://crmtogether.com/product-pricing to request details

MX Plus Overview

2026-03-20T18:13:25Z

Crmtogether: Created page with "'''What is MobileX Plus?''' MobileX Plus is designed to allow users not in CRM access to data and to create data. There are some differences around behaviour as below. '''What you need to know''' Features in MobileX Pro that are not supported in + * Dedupe (this will be supported in a future release) * CRM's Territory restrictions are not respected in Plus. * You may need to alter any custom pages added to cope with the MX Plus Token (there is no CRM SID) The..."

'''What is MobileX Plus?'''

MobileX Plus is designed to allow users not in CRM access to data and to create data.

There are some differences around behaviour as below.

'''What you need to know'''

Features in MobileX Pro that are not supported in +

* Dedupe (this will be supported in a future release)

* CRM's Territory restrictions are not respected in Plus.

* You may need to alter any custom pages added to cope with the MX Plus Token (there is no CRM SID)

The same entity tabgroups are used but only files matching the format '*_mxplus*' will show for MXPlus users. This allows you to have a different experience and code MX Pro and MX Plus specific pages as they use different Auth methods.

This also applies to the "acdashboard" system tab group used to customise the Home Dashboard

'''Install'''

Requirements:
* Sage CRM Self-Service License
* Accelerator 6.0.3.0 or later

'''User Admin'''

A tab will show in the CRM Together Administration area for MobileX Plus users

User passwords can only be reset from here and users themselves cannot update their own passwords.

'''License'''

With MobileX Pro we ship a single test license for demo purposes only. The same applies for MobileX Plus.

Please note MobileX Plus is priced differently, visit https://crmtogether.com/product-pricing to request details

MediaWiki:Sidebar

2026-03-20T18:09:34Z

Crmtogether:

MediaWiki:Sidebar

2025-12-18T17:25:08Z

Crmtogether:

Help Archive

2025-12-18T16:59:33Z

Crmtogether:

Getting Started (Classic)

https://mobilex.crmtogether.com/index.php?title=Overview

https://mobilex.crmtogether.com/index.php?title=Client_Install

https://mobilex.crmtogether.com/index.php?title=Log_in

----
Main Menu (Classic)

https://mobilex.crmtogether.com/index.php?title=Search

https://mobilex.crmtogether.com/index.php?title=New

https://mobilex.crmtogether.com/index.php?title=Email

https://mobilex.crmtogether.com/index.php?title=Phone

https://mobilex.crmtogether.com/index.php?title=Task

https://mobilex.crmtogether.com/index.php?title=Sales

https://mobilex.crmtogether.com/index.php?title=Ping

----

Entity screens (Classic)

https://mobilex.crmtogether.com/index.php?title=Company_Summary

https://mobilex.crmtogether.com/index.php?title=Person_Summary

https://mobilex.crmtogether.com/index.php?title=Opportunity_Summary

https://mobilex.crmtogether.com/index.php?title=Case_Summary

https://mobilex.crmtogether.com/index.php?title=Lead_Summary

https://mobilex.crmtogether.com/index.php?title=QuotesOrders

https://mobilex.crmtogether.com/index.php?title=Screen_Customization_Options

https://mobilex.crmtogether.com/index.php?title=List_Screens

----

Footer Menu (Classic)

https://mobilex.crmtogether.com/index.php?title=Using_Footer

https://mobilex.crmtogether.com/index.php?title=Calendar

https://mobilex.crmtogether.com/index.php?title=Tasks

https://mobilex.crmtogether.com/index.php?title=Page_history

https://mobilex.crmtogether.com/index.php?title=Settings

https://mobilex.crmtogether.com/index.php?title=Bookmarks

https://mobilex.crmtogether.com/index.php?title=Pings

https://mobilex.crmtogether.com/index.php?title=FooterCustom

----

Administration (Classic)

https://mobilex.crmtogether.com/index.php?title=Requirements

https://mobilex.crmtogether.com/index.php?title=Releases

https://mobilex.crmtogether.com/index.php?title=Install

https://mobilex.crmtogether.com/index.php?title=Troubleshoot

https://mobilex.crmtogether.com/index.php?title=Branding

https://mobilex.crmtogether.com/index.php?title=Checklist

----

Plugins (Classic)

https://mobilex.crmtogether.com/index.php?title=Library

https://mobilex.crmtogether.com/index.php?title=Pings_Addin

https://mobilex.crmtogether.com/index.php?title=Sales_Pipeline

https://mobilex.crmtogether.com/index.php?title=Cases_Pipeline

https://mobilex.crmtogether.com/index.php?title=Card_Scanner

https://mobilex.crmtogether.com/index.php?title=Locations

https://mobilex.crmtogether.com/index.php?title=Signatures

----

Customisation (Classic)

https://mobilex.crmtogether.com/index.php?title=Framework

https://mobilex.crmtogether.com/index.php?title=Client

https://mobilex.crmtogether.com/index.php?title=Server

----

Factory API (Classic)

https://mobilex.crmtogether.com/index.php?title=Core

https://mobilex.crmtogether.com/index.php?title=Email_Object

https://mobilex.crmtogether.com/index.php?title=SQL

https://mobilex.crmtogether.com/index.php?title=Client_API

https://mobilex.crmtogether.com/index.php?title=API_Samples

----

How to (Classic)

https://mobilex.crmtogether.com/index.php?title=Add_to_New_Menu

https://mobilex.crmtogether.com/index.php?title=MX_Upgrading

----
Archive Outlook 365 (Classic)

https://mobilex.crmtogether.com/index.php?title=Add-in

https://mobilex.crmtogether.com/index.php?title=Installation

https://mobilex.crmtogether.com/index.php?title=Client_Setup

https://mobilex.crmtogether.com/index.php?title=Smartphone_Demo

https://mobilex.crmtogether.com/index.php?title=Save_Emails_I

https://mobilex.crmtogether.com/index.php?title=Save_Emails_II

https://mobilex.crmtogether.com/index.php?title=Upgrading

File:Select 365 account.png

2025-10-17T12:44:23Z

Crmtogether:

File:365 add account.png

2025-10-17T12:44:04Z

Crmtogether:

Office 365

2025-10-17T12:40:13Z

Crmtogether:

You can connect your Microsoft365 email to MobileX and search based on the email, view the email and file the email against a give entity.

To connect or access your email click on the "Inbox" icon in the bottom right of the screen.

[[File:Sage CRM email inbox.png]]

Click the Sign in with Microsoft button

[[File:Sage_CRM_microsoft365.png]]

And follow the instructions to connect.

To use the system then see

https://mobilex.crmtogether.com/index.php?title=Using_Email

----

To add multiple 365 accounts log out and click to open the email again.

Click the icon on the bottom left and you should be see a screen like this

[[File:365 add account.png]]

Then follow the steps to connect and return to the app.

Then in the app you will see the other accounts available from the drop down.

[[File:select 365 account.png]]

Requirements

2025-01-11T15:29:39Z

Crmtogether:

Server Requirements:

.Net 4.0 should be installed and configured on the CRM app pool

If you are using HTTPS/SSL you must have a valid certificate. You can get a free SSL cert using https://www.win-acme.com/

Sage CRM versions 2021, 2022, 2023, 2024 supported.

Sage CRM should be accessible from the Internet via a domain or by using a VPN on your phone (Speak to you IT provider about this)

EG
https://crm.yourdomain.com/crm

----

To configure Sage CRM native Web Services do the following:

*Select "Administration"
*Select "System"
*Select "Web Services"
*Click "Change" to put the screen in edit mode.
*Set the screen up as follows:

**Maximum number of records to return:100 (Actually we would recommend this be less than 10 for any install using CRM's native web-services)
**Maximum size of request:1000000
**Make WSDL Available to all: Yes
**Enable web services:Yes
**Dropdown fields as strings in WSDL file:Yes
**Send and return all dates and times in universal time:No
**Accept web request from IP Address:
**Force webservice log on:Yes

Note that we changed the 2 fields from the default:

1. Make WSDL Available to all = Yes

2. Force Webservice log on = Yes

*Click Save to update the system configuration.

----

Here we will show how to enable a Sage CRM user to have "Web Service Access".
This is done via the user admin section in Sage CRM.
*Click on "Administration"
*Click on "Users"
*Search for the user that you wish to allow access to and view that user.
*Click "Change"
*When in edit mode scroll down to the security tab
and change the "Allow Web Service Access" to "True"
*Click "Save" to update the users information.

----

Under the CRM registry, check if there is a registry string for ‘IPAddressChecking’ and check if it’s set to ‘Y’ [HKEY_LOCAL_MACHINE\SOFTWARE\eWare\Config\/<CRM Install Name>] - set to 'N' if you want it disabled.

Requirements

2025-01-11T15:29:02Z

Crmtogether:

Server Requirements:

.Net 4.0 should be installed and configured on the CRM app pool

If you are using HTTPS/SSL you must have a valid certificate. You can get a free SSL cert using https://www.win-acme.com/

Sage CRM versions 2021, 2022, 2023, 2024 supported.

Sage CRM should be accessible from the Internet via a domain.

EG
https://crm.yourdomain.com/crm

----

To configure Sage CRM native Web Services do the following:

*Select "Administration"
*Select "System"
*Select "Web Services"
*Click "Change" to put the screen in edit mode.
*Set the screen up as follows:

**Maximum number of records to return:100 (Actually we would recommend this be less than 10 for any install using CRM's native web-services)
**Maximum size of request:1000000
**Make WSDL Available to all: Yes
**Enable web services:Yes
**Dropdown fields as strings in WSDL file:Yes
**Send and return all dates and times in universal time:No
**Accept web request from IP Address:
**Force webservice log on:Yes

Note that we changed the 2 fields from the default:

1. Make WSDL Available to all = Yes

2. Force Webservice log on = Yes

*Click Save to update the system configuration.

----

Here we will show how to enable a Sage CRM user to have "Web Service Access".
This is done via the user admin section in Sage CRM.
*Click on "Administration"
*Click on "Users"
*Search for the user that you wish to allow access to and view that user.
*Click "Change"
*When in edit mode scroll down to the security tab
and change the "Allow Web Service Access" to "True"
*Click "Save" to update the users information.

----

Under the CRM registry, check if there is a registry string for ‘IPAddressChecking’ and check if it’s set to ‘Y’ [HKEY_LOCAL_MACHINE\SOFTWARE\eWare\Config\/<CRM Install Name>] - set to 'N' if you want it disabled.

MX Lite

2024-11-21T12:05:42Z

Crmtogether:

PLEASE READ ALL DETAILS HERE ESPECIALLY THE SAGE CRM SET UP REQUIREMENTS

Available now

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-lite-for-sage-crm/id6502834763]]

[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrmlite&hl=en&gl=US]]

Available as a Progressive Web Applicaiton (PWA) WORLDWIDE

[[Image:Storeapp3.png|300px|link=https://store.app/appmxlite-crmtogether-com?share=ef8ff241d1fd1218f8017222f9d044b6&utm_medium=organic_social&utm_campaign=user_share]]

----

MobileX Lite for Sage CRM is free to use on any Sage CRM system version 2021 R1 and later.

*** Earlier Sage CRM versions are not supported in the Lite Release (Our pro version does however) ***

With this Lite version

- You can view basic company, person, Opportunity, Cases and Lead data.

- Screens and lists cannot be customised.

- You cannot update or log any new information with this Lite version.

- You may submit bug reports etc but we do not provide any remote support with this version.

For a fully featured app this requires the Pro version

----
SAGE CRM REQUIREMENTS

- You must have Sage CRM on https and accessible from an external url (VPN access is not supported)

- Web Services must be enabled

- Each use must have webservice access set to True (Sage CRM User settings)

- Users Passwords must not contain characters like & # + " (and other special characters) as Sage CRM webservices do not support those.

- Dashboards and the Sage CRM REST API must be running and working

- NOTE: There may be an issue in some environments with the Sage CRM Quick Find API (which is used on the search) that occurs intermittently. When the Quick Find indexing update is running (typically every 5 minutes) the API is blocked and so it can take up to 90 seconds to return.

----
How it works

The system uses a proxy to pass through requests. This is required as native connections from browsers are not allowed due to a CORS configuration on the Sage CRM REST Api's. This proxy is hosted on a Digital Ocean server that exists in New York. So your data will pass through this so please be aware of this.

----

RELEASE NOTES

8 June 2024 - fix for log out silently failing

MX Lite

2024-11-20T17:53:31Z

Crmtogether:

PLEASE READ ALL DETAILS HERE ESPECIALLY THE SAGE CRM SET UP REQUIREMENTS

Available now

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-lite-for-sage-crm/id6502834763]]

[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrmlite&hl=en&gl=US]]

Available as a Progressive Web Applicaiton (PWA) WORLDWIDE

[[Image:Storeapp3.png|300px|link=https://store.app/appmxlite-crmtogether-com?share=ef8ff241d1fd1218f8017222f9d044b6&utm_medium=organic_social&utm_campaign=user_share]]

----

MobileX Lite for Sage CRM is free to use on any Sage CRM system version 2021 R1 and later.

*** Earlier Sage CRM versions are not supported in the Lite Release (Our pro version does however) ***

With this Lite version

- You can only view basic company, person, Opportunity, Cases and Lead data.

- Screens and lists cannot be customised.

- You cannot update or log any new information with this Lite version.

- You may submit bug reports etc but we do not provide any remote support with this version.

For a fully featured app this requires the Pro version

----
SAGE CRM REQUIREMENTS

- You must have Sage CRM on https and accessible from an external url (VPN access is not supported)

- Web Services must be enabled

- Each use must have webservice access set to True (Sage CRM User settings)

- Users Passwords must not contain characters like & # + " (and other special characters) as Sage CRM webservices do not support those.

- Dashboards and the Sage CRM REST API must be running and working

- NOTE: There may be an issue in some environments with the Sage CRM Quick Find API (which is used on the search) that occurs intermittently. When the Quick Find indexing update is running (typically every 5 minutes) the API is blocked and so it can take up to 90 seconds to return.

----
How it works

The system uses a proxy to pass through requests. This is required as native connections from browsers are not allowed due to a CORS configuration on the Sage CRM REST Api's. This proxy is hosted on a Digital Ocean server that exists in New York. So your data will pass through this so please be aware of this.

----

RELEASE NOTES

8 June 2024 - fix for log out silently failing

MX Lite

2024-11-20T10:19:12Z

Crmtogether:

PLEASE READ ALL DETAILS HERE ESPECIALLY THE SAGE CRM SET UP REQUIREMENTS

Available now

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-lite-for-sage-crm/id6502834763]]

[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrmlite&hl=en&gl=US]]

Available as a Progressive Web Applicaiton (PWA) WORLDWIDE

[[Image:Storeapp3.png|300px|link=https://store.app/appmxlite-crmtogether-com?share=ef8ff241d1fd1218f8017222f9d044b6&utm_medium=organic_social&utm_campaign=user_share]]

Google Play Store coming soon. Until then Android users can use the PWA version from Store.app
----

MobileX Lite for Sage CRM is free to use on any Sage CRM system version 2021 R1 and later.

*** Earlier Sage CRM versions are not supported in the Lite Release (Our pro version does however) ***

With this Lite version

- You can only view basic company, person, Opportunity, Cases and Lead data.

- Screens and lists cannot be customised.

- You cannot update or log any new information with this Lite version.

- You may submit bug reports etc but we do not provide any remote support with this version.

For a fully featured app this requires the Pro version

----
SAGE CRM REQUIREMENTS

- You must have Sage CRM on https and accessible from an external url (VPN access is not supported)

- Web Services must be enabled

- Each use must have webservice access set to True (Sage CRM User settings)

- Users Passwords must not contain characters like & # + " (and other special characters) as Sage CRM webservices do not support those.

- Dashboards and the Sage CRM REST API must be running and working

- NOTE: There may be an issue in some environments with the Sage CRM Quick Find API (which is used on the search) that occurs intermittently. When the Quick Find indexing update is running (typically every 5 minutes) the API is blocked and so it can take up to 90 seconds to return.

----
How it works

The system uses a proxy to pass through requests. This is required as native connections from browsers are not allowed due to a CORS configuration on the Sage CRM REST Api's. This proxy is hosted on a Digital Ocean server that exists in New York. So your data will pass through this so please be aware of this.

----

RELEASE NOTES

8 June 2024 - fix for log out silently failing

MX Upgrading

2024-11-14T19:29:54Z

Crmtogether:

'''If you have been using the "Classic" MobileX client there are some things to know before you upgrade. '''

* CRM Together will continue to support both the classic client until the end of April 2023.

* The new client should ideally be on SSL. If using the SSL version this means that your CRM URL must be using "https". Most browsers now really push this and as security is becoming a bigger issue by the day we think all our customers and partners should get this to secure their data in transit. Please check out our blog on this on our website [https://crmtogether.com/securing-your-sage-crm-instance/ Securing your Sage CRM]

* The Outlook 365 support that is in Classic is gone. An alternative solution will be put in place by end of April 2023

* Minor server updates will be available to apply via the CRM UI making it easier for changes to be rolled out.

* The new client has a fresh new look and feel with a completely rewritten software base.

-----
New features and changes:

A. The screens and customisations are shared with Accelerator instead of being a seperate framework for customisations.

Features removed.

a. Outlook 365 integration (Note that we are rolling out email integration in Dec 2024)

b. Pings

-----

Main Page

2024-11-12T20:02:51Z

Crmtogether:

MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps.

The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).

The software is optimised for smartphone devices.

----

MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android and store.app (for everything else)

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]

[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]

[[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com?share=9cfae3ce5f4d7c0f1b5d9dd81f089b08&utm_medium=organic_social&utm_campaign=user_share]]

Main Page

2024-11-12T20:02:23Z

Crmtogether:

MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps.

The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).

The software is optimised for smartphone devices.

----

MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android.

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]

[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]

[[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com?share=9cfae3ce5f4d7c0f1b5d9dd81f089b08&utm_medium=organic_social&utm_campaign=user_share]]

Main Page

2024-11-12T20:02:13Z

Crmtogether:

MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps.

The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).

The software is optimised for smartphone devices.

----

MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android.

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]

[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]

[[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com?share=9cfae3ce5f4d7c0f1b5d9dd81f089b08&utm_medium=organic_social&utm_campaign=user_share]]

IMAP

2024-10-01T14:31:18Z

Crmtogether:

You can connect your IMAP email to MobileX and search based on the email, view the email and file the email against a give entity.

Note: If you enable '''Gmail IMAP''' access you can use this too

To connect or access your email click on the "Inbox" icon in the bottom right of the screen.

[[File:Sage CRM email inbox.png]]

Click the "Connect to IMAP" button

[[File:Sage_CRM_imap.png]]

You are prompted for your email address.

[[File:Sage_CRM_email.png]]

Enter in your email address.

If its your first time registering you will see the

[[File:Sage_CRM_imap_register.png]]

If you have previously registered an email will be sent with a token

Open your email

[[File:sample_email.png]]

and copy and paste the token in

[[File:confirm_token.png]]

Then you will be presented with a screen and you click "Open"

[[File:select_email.png]]

To use the system then see

https://mobilex.crmtogether.com/index.php?title=Using_Email

----

'''Requirments & Troubleshoot'''

You need to white list the following IP addresses on your mail server

142.93.240.140

And

24.144.66.94

IMAP

2024-10-01T14:31:09Z

Crmtogether:

You can connect your IMAP email to MobileX and search based on the email, view the email and file the email against a give entity.

Note: If you enable Gmail IMAP access you can use this too

To connect or access your email click on the "Inbox" icon in the bottom right of the screen.

[[File:Sage CRM email inbox.png]]

Click the "Connect to IMAP" button

[[File:Sage_CRM_imap.png]]

You are prompted for your email address.

[[File:Sage_CRM_email.png]]

Enter in your email address.

If its your first time registering you will see the

[[File:Sage_CRM_imap_register.png]]

If you have previously registered an email will be sent with a token

Open your email

[[File:sample_email.png]]

and copy and paste the token in

[[File:confirm_token.png]]

Then you will be presented with a screen and you click "Open"

[[File:select_email.png]]

To use the system then see

https://mobilex.crmtogether.com/index.php?title=Using_Email

----

'''Requirments & Troubleshoot'''

You need to white list the following IP addresses on your mail server

142.93.240.140

And

24.144.66.94

MediaWiki:Sidebar

2024-10-01T14:30:47Z

Crmtogether:

MediaWiki:Sidebar

2024-10-01T14:23:26Z

Crmtogether:

IMAP

2024-09-30T09:54:27Z

Crmtogether:

You can connect your IMAP email to MobileX and search based on the email, view the email and file the email against a give entity.

To connect or access your email click on the "Inbox" icon in the bottom right of the screen.

[[File:Sage CRM email inbox.png]]

Click the "Connect to IMAP" button

[[File:Sage_CRM_imap.png]]

You are prompted for your email address.

[[File:Sage_CRM_email.png]]

Enter in your email address.

If its your first time registering you will see the

[[File:Sage_CRM_imap_register.png]]

If you have previously registered an email will be sent with a token

Open your email

[[File:sample_email.png]]

and copy and paste the token in

[[File:confirm_token.png]]

Then you will be presented with a screen and you click "Open"

[[File:select_email.png]]

To use the system then see

https://mobilex.crmtogether.com/index.php?title=Using_Email

----

'''Requirments & Troubleshoot'''

You need to white list the following IP addresses on your mail server

142.93.240.140

And

24.144.66.94

New Releases

2024-09-27T12:07:05Z

Crmtogether:

27 Sept 2024

Released PWA version (Version: 1.3.157) on

https://store.app/developer/appmxpro-crmtogether-com

* Connect Email (Outlook 365 and IMAP) - View/Search and File Emails
* New Calendar

----

4 July 2024 (over air update)

API Version - 5.2.4.1

* bug fix - MobileX (only) tasks with end date set were not appearing in the task list

----

21st Nov 2023 (over air update)

API Version - '''5.2.3.0'''

MobileX updates only

* Changed how Appointment and Tasks are updated to cope when Exchange sync is used

----

8th Nov 2023 (over air update)

API Version - '''5.2.2.9'''

Accelerator updates only

'''5.2.2.8'''

API Version - 5.2.2.8

* Bug fix Ability to edit Company/person on appt (released in 5.2.2.6)-in edit mode (only) the person SSA list was not filtered y company

* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used.

* (bug fix) Edit Task/Appt with company field and person field was not filtering on the company

Web App (version will be 1.1.67)

* pasting an email into the lead email field meant that it was not picked up

----

20th Sept 2023 (over air update)

'''5.2.2.6'''

API Version - 5.2.2.6

Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)

----
Sept 13th 2023 (over air update)

'''5.2.2.5'''
API Version - 5.2.2.5

* Email templates "mailto" page

This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported. The best way to set up the templates for this is to click "source" and remove any HTML and for new lines add in '%0D%0A' as this is how the mailto links work. Be careful also when editing as the editor will insert HTML tags.

* Ability to edit Company/person on appt
You must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen.

For details see
https://vimeo.com/863634292

* ICS file download page
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values

<add key="EmailFrom" value="user@domain.com"/>
<add key="EmailHost" value="smtp.domain.com"/>
<add key="EmailHostPort" value="25"/>
<add key="EmailUserName" value="user@domain.com"/>
<add key="EmailPassword" value="****************"/>
<add key="EnableSsl" value="Y"/>

Example of Office365 settings

<add key="EmailFrom" value="frank@acmeinc.com"/>
<add key="EmailHost" value="smtp.office365.com"/>
<add key="EmailHostPort" value="25"/>
<add key="EmailUserName" value="frank@acmeinc.com"/>
<add key="EmailPassword" value="****************"/>
<add key="EnableSsl" value="Y"/>

To be able to send emails via SMTP with office 365 you need to enable this

https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission

----

July 12th 2023 (over air update)

'''5.2.1.3'''

API Version - 5.2.1.3
* Fix for MobileX Contact Scanner feature
* Fix for GroupCodes (Sage 300 Integration) field display.

APRIL 2023

Native Apps

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]

[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]

Nov 27th 2022 (over air update)

'''5.2.0.4'''

*Fix for MX appt/tasks updating and extending

Nov 18th 2022 (over air update)

'''5.2.0.3'''

*Fix for MX business card scanner - New Company selection bug

Oct 10 2022
'''5.2.0.0'''

* New UI
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details

MX Overview

2024-09-26T10:37:57Z

Crmtogether:

MobileX has just had a major update with a brand new UI based on the Accelerator UI (Outlook integration)

'''The help here will ONLY specify specific MobileX features and not duplicate items that it shares with Accelerator. '''

The Accelerator help is available at
https://accelerator.crmtogether.com/index.php?title=Home_Screen

The new app is available as a Progressive Web App (PWA) and on iOS and Android as native apps.

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]

[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]

[[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com?share=9cfae3ce5f4d7c0f1b5d9dd81f089b08&utm_medium=organic_social&utm_campaign=user_share]]

----

To use your local PWA app you can se ethe url in the "Accelerator" tab (this will be renamed CRM Together in future) and also from the CRM Together tab in the admin area.

EG

MobileX PWA Url: https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/

If you are upgrading from the Classic client please see [https://mobilex.crmtogether.com/index.php?title=MX_Upgrading]

and take a look at how to install and set up the PWA Client at [https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install]

MX PWA Client Install

2024-09-26T10:37:03Z

Crmtogether:

For the iOS and Android apps see https://mobilex.crmtogether.com/index.php?title=MX_AppStores

----
26 Sept 24

You can now install the PWA via

[[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com?share=634f720bf797d1d258ed5caf954e3d16&utm_medium=appmxpro.crmtogether.com&utm_campaign=user_click]]

Requirements:

You must configure your web.config file to handle CORS as per

https://accelerator.crmtogether.com/index.php?title=Connections

----

An example on iOS is as follows:

Click the options icon

[[File:mxstart1.png]]

Next on your device select the option to Add to Your Home Screen.

[[File:mxstart2.png]]

You can change the app title if you wish (2). Click Add (1) to add to your home screen.

[[File:mxstart3.png]]

One you get to that point open the app from your phone HOME screen

[[File:mxstart6.png]]

Then set up the connection to your CRM.

Click Get Started

[[File:mxstart4.png]]

Click the + button (1) and enter your CRM user credentials

[[File:mxstart5.png]]

----

'''HISTORICAL METHOD OF USING YOUR OWN LOCAL INSTALL'''

On your mobile device open the MobileX url for your CRM in a browser (safari or chrome for example).

The MobileX URL can be found in the CRM Together admin area in Sage CRM

An example of the format is

https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/

MX PWA Client Install

2024-09-26T10:36:02Z

Crmtogether:

For the iOS and Android apps see https://mobilex.crmtogether.com/index.php?title=MX_AppStores

----
26 Sept 24

You can now install the PWA via

https://store.app/appmxpro-crmtogether-com

Requirements:

You must configure your web.config file to handle CORS as per

https://accelerator.crmtogether.com/index.php?title=Connections

----

An example on iOS is as follows:

Click the options icon

[[File:mxstart1.png]]

Next on your device select the option to Add to Your Home Screen.

[[File:mxstart2.png]]

You can change the app title if you wish (2). Click Add (1) to add to your home screen.

[[File:mxstart3.png]]

One you get to that point open the app from your phone HOME screen

[[File:mxstart6.png]]

Then set up the connection to your CRM.

Click Get Started

[[File:mxstart4.png]]

Click the + button (1) and enter your CRM user credentials

[[File:mxstart5.png]]

----

'''HISTORICAL METHOD OF USING YOUR OWN LOCAL INSTALL'''

On your mobile device open the MobileX url for your CRM in a browser (safari or chrome for example).

The MobileX URL can be found in the CRM Together admin area in Sage CRM

An example of the format is

https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/

MX AppStores

2024-09-25T10:45:27Z

Crmtogether:

MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android.

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]

[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]

Available as a Progressive Web Applicaiton (PWA) WORLDWIDE

[[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com]]

You require a MobileX connection install and license to connect to your Sage CRM.

Contact us at [mailto:sagecrm@crmtogether.com <sagecrm@crmtogether.com>] or your Sage CRM Partner to find our how to get a license.