https://mobilex.crmtogether.com/api.php?action=feedcontributions&feedformat=atom&user=Crmtogether 2026-10-10T11:43:56Z User contributions MediaWiki 1.40.0 https://mobilex.crmtogether.com/index.php?title=Requirements&diff=1068 2026-09-09T08:37:05Z

<p>Crmtogether: </p> <hr /> <div>Server Requirements:<br /> <br /> .Net 4.0 should be installed and configured on the CRM app pool<br /> <br /> 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/<br /> <br /> Sage CRM versions 2021, 2022, 2023, 2024, 2025, 2026 and later supported. <br /> <br /> 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)<br /> <br /> EG<br /> https://crm.yourdomain.com/crm<br /> <br /> <br /> ----<br /> <br /> To configure Sage CRM native Web Services do the following:<br /> <br /> *Select &quot;Administration&quot;<br /> *Select &quot;System&quot;<br /> *Select &quot;Web Services&quot;<br /> *Click &quot;Change&quot; to put the screen in edit mode.<br /> *Set the screen up as follows:<br /> <br /> **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)<br /> **Maximum size of request:1000000 <br /> **Make WSDL Available to all: Yes <br /> **Enable web services:Yes <br /> **Dropdown fields as strings in WSDL file:Yes <br /> **Send and return all dates and times in universal time:No <br /> **Accept web request from IP Address: <br /> **Force webservice log on:Yes <br /> <br /> Note that we changed the 2 fields from the default:<br /> <br /> 1. Make WSDL Available to all = Yes<br /> <br /> 2. Force Webservice log on = Yes<br /> <br /> <br /> *Click Save to update the system configuration.<br /> <br /> ----<br /> <br /> Here we will show how to enable a Sage CRM user to have &quot;Web Service Access&quot;.<br /> This is done via the user admin section in Sage CRM.<br /> *Click on &quot;Administration&quot;<br /> *Click on &quot;Users&quot;<br /> *Search for the user that you wish to allow access to and view that user.<br /> *Click &quot;Change&quot;<br /> *When in edit mode scroll down to the security tab<br /> and change the &quot;Allow Web Service Access&quot; to &quot;True&quot;<br /> *Click &quot;Save&quot; to update the users information. <br /> <br /> ----<br /> <br /> 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\/&lt;CRM Install Name&gt;] - set to 'N' if you want it disabled.</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=Main_Page&diff=1067 2026-09-04T14:06:45Z

<p>Crmtogether: </p> <hr /> <div>MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).<br /> <br /> The software is optimised for smartphone devices.<br /> <br /> ----<br /> <br /> For the quickest and most flexible way to use MobileX, we recommend installing it as a Progressive Web App (PWA) from the CRM Together App Store.<br /> <br /> [[Image:Group_(8)_(1).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]<br /> <br /> Prefer a native mobile app? MobileX is also available from the Apple App Store for iPhone and Google Play for Android.<br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Lite&diff=1066 2026-09-04T13:57:32Z

<p>Crmtogether: </p> <hr /> <div>PLEASE READ ALL DETAILS HERE ESPECIALLY THE SAGE CRM SET UP REQUIREMENTS<br /> <br /> Available now<br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-lite-for-sage-crm/id6502834763]]<br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrmlite&amp;hl=en&amp;gl=US]]<br /> <br /> Available as a Progressive Web Applicaiton (PWA) WORLDWIDE<br /> <br /> [[Image:Group_(8)_(1).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-lite]]<br /> <br /> ----<br /> <br /> MobileX Lite for Sage CRM is free to use on any Sage CRM system version 2021 R1 and later.<br /> <br /> *** Earlier Sage CRM versions are not supported in the Lite Release (Our pro version does however) *** <br /> <br /> With this Lite version<br /> <br /> - You can view basic company, person, Opportunity, Cases and Lead data. <br /> <br /> - Screens and lists cannot be customised.<br /> <br /> - You cannot update or log any new information with this Lite version. <br /> <br /> - You may submit bug reports etc but we do not provide any remote support with this version.<br /> <br /> For a fully featured app this requires the Pro version<br /> <br /> ----<br /> SAGE CRM REQUIREMENTS<br /> <br /> - You must have Sage CRM on https and accessible from an external url (VPN access is not supported)<br /> <br /> - Web Services must be enabled<br /> <br /> - Each use must have webservice access set to True (Sage CRM User settings)<br /> <br /> - Users Passwords must not contain characters like &amp; # + &quot; (and other special characters) as Sage CRM webservices do not support those. <br /> <br /> - Dashboards and the Sage CRM REST API must be running and working<br /> <br /> - 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. <br /> <br /> ----<br /> How it works<br /> <br /> 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.<br /> <br /> <br /> ----<br /> <br /> RELEASE NOTES<br /> <br /> 8 June 2024 - fix for log out silently failing</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install&diff=1065 2026-09-04T13:56:49Z

<p>Crmtogether: </p> <hr /> <div>For the iOS and Android apps see https://mobilex.crmtogether.com/index.php?title=MX_AppStores<br /> <br /> ----<br /> 26 Sept 24<br /> <br /> You can now install the PWA via <br /> <br /> [[Image:Group_(8)_(1).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]<br /> <br /> Requirements: <br /> <br /> You must configure your web.config file to handle CORS as per<br /> <br /> https://accelerator.crmtogether.com/index.php?title=Connections<br /> <br /> <br /> ----<br /> <br /> An example on iOS is as follows:<br /> <br /> Click the options icon<br /> <br /> [[File:mxstart1.png]]<br /> <br /> Next on your device select the option to Add to Your Home Screen. <br /> <br /> [[File:mxstart2.png]]<br /> <br /> You can change the app title if you wish (2). Click Add (1) to add to your home screen.<br /> <br /> [[File:mxstart3.png]]<br /> <br /> One you get to that point open the app from your phone HOME screen<br /> <br /> [[File:mxstart6.png]]<br /> <br /> Then set up the connection to your CRM. <br /> <br /> Click Get Started<br /> <br /> [[File:mxstart4.png]]<br /> <br /> Click the + button (1) and enter your CRM user credentials<br /> <br /> [[File:mxstart5.png]]<br /> <br /> ----<br /> <br /> '''HISTORICAL METHOD OF USING YOUR OWN LOCAL INSTALL'''<br /> <br /> On your mobile device open the MobileX url for your CRM in a browser (safari or chrome for example). <br /> <br /> The MobileX URL can be found in the CRM Together admin area in Sage CRM<br /> <br /> An example of the format is<br /> <br /> https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_AppStores&diff=1064 2026-09-04T13:56:28Z

<p>Crmtogether: </p> <hr /> <div><br /> MobileX for Sage CRM is available on the iOS app store for iphone and Google Play for Android.<br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> <br /> * THIS IS DOWN RIGHT NOW DUE TO GOOGLE BLOCKING THE ACCOUNT FOR SOME REASON-PLEASE USE THE PWA VERSION BELOW<br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> Available as a Progressive Web Applicaiton (PWA) WORLDWIDE<br /> <br /> [[Image:Group_(8)_(1).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]<br /> <br /> You require a MobileX connection install and license to connect to your Sage CRM.<br /> <br /> Contact us at [mailto:sagecrm@crmtogether.com &lt;sagecrm@crmtogether.com&gt;] or your Sage CRM Partner to find our how to get a license.</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Overview&diff=1063 2026-09-04T13:56:14Z

<p>Crmtogether: </p> <hr /> <div>MobileX has just had a major update with a brand new UI based on the Accelerator UI (Outlook integration) <br /> <br /> '''The help here will ONLY specify specific MobileX features and not duplicate items that it shares with Accelerator. '''<br /> <br /> The Accelerator help is available at<br /> https://accelerator.crmtogether.com/index.php?title=Home_Screen<br /> <br /> The new app is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> <br /> [[Image:Group_(8)_(1).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]<br /> <br /> ----<br /> <br /> To use your local PWA app you can se ethe url in the &quot;Accelerator&quot; tab (this will be renamed CRM Together in future) and also from the CRM Together tab in the admin area. <br /> <br /> EG <br /> <br /> MobileX PWA Url: https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/<br /> <br /> If you are upgrading from the Classic client please see [https://mobilex.crmtogether.com/index.php?title=MX_Upgrading]<br /> <br /> 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]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Client_Install&diff=1062 2026-09-04T13:55:50Z

<p>Crmtogether: </p> <hr /> <div>The client is available as a PWA (Progressive Web App).<br /> <br /> [[Image:Group_(8)_(1).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-plus]]<br /> <br /> Prefer a native mobile app? MobileX is also available from the Google Play store for Android.<br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrmplus&amp;hl=en]]<br /> <br /> ----<br /> <br /> An example of installing the PWA on iOS is as follows:<br /> <br /> Click the options icon (A)<br /> <br /> [[File:mxplusstart1.png]]<br /> <br /> Next on your device select the option to Add to Your Home Screen. <br /> <br /> [[File:mxplusstart2.png]]<br /> <br /> You can change the app title if you wish. Click Add to add to your home screen.<br /> <br /> [[File:mxplusstart3.png]]<br /> <br /> One you get to that point open the app from your phone HOME screen<br /> <br /> [[File:mxplusstart6.png]]<br /> <br /> Then set up the connection to your CRM. <br /> <br /> Click Get Started<br /> <br /> [[File:mxplusstart4.png]]<br /> <br /> Click the + button and enter your CRM user credentials<br /> <br /> [[File:mxplusstart5.png]]<br /> <br /> ----</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=File:Group_(8)_(1).png&diff=1061 2026-09-04T13:54:54Z

<p>Crmtogether: </p> <hr /> <div></div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Client_Install&diff=1060 2026-09-04T12:08:42Z

<p>Crmtogether: </p> <hr /> <div>The client is available as a PWA (Progressive Web App).<br /> <br /> [[Image:Crm-together-badge-black.png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-plus]]<br /> <br /> Prefer a native mobile app? MobileX is also available from the Google Play store for Android.<br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrmplus&amp;hl=en]]<br /> <br /> ----<br /> <br /> An example of installing the PWA on iOS is as follows:<br /> <br /> Click the options icon (A)<br /> <br /> [[File:mxplusstart1.png]]<br /> <br /> Next on your device select the option to Add to Your Home Screen. <br /> <br /> [[File:mxplusstart2.png]]<br /> <br /> You can change the app title if you wish. Click Add to add to your home screen.<br /> <br /> [[File:mxplusstart3.png]]<br /> <br /> One you get to that point open the app from your phone HOME screen<br /> <br /> [[File:mxplusstart6.png]]<br /> <br /> Then set up the connection to your CRM. <br /> <br /> Click Get Started<br /> <br /> [[File:mxplusstart4.png]]<br /> <br /> Click the + button and enter your CRM user credentials<br /> <br /> [[File:mxplusstart5.png]]<br /> <br /> ----</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=File:Crm-together-badge-black.png&diff=1059 2026-09-04T12:08:00Z

<p>Crmtogether: </p> <hr /> <div></div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Client_Install&diff=1058 2026-09-03T20:40:24Z

<p>Crmtogether: </p> <hr /> <div>The client is available as a PWA (Progressive Web App).<br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-plus]]<br /> <br /> Prefer a native mobile app? MobileX is also available from the Google Play store for Android.<br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrmplus&amp;hl=en]]<br /> <br /> ----<br /> <br /> An example of installing the PWA on iOS is as follows:<br /> <br /> Click the options icon (A)<br /> <br /> [[File:mxplusstart1.png]]<br /> <br /> Next on your device select the option to Add to Your Home Screen. <br /> <br /> [[File:mxplusstart2.png]]<br /> <br /> You can change the app title if you wish. Click Add to add to your home screen.<br /> <br /> [[File:mxplusstart3.png]]<br /> <br /> One you get to that point open the app from your phone HOME screen<br /> <br /> [[File:mxplusstart6.png]]<br /> <br /> Then set up the connection to your CRM. <br /> <br /> Click Get Started<br /> <br /> [[File:mxplusstart4.png]]<br /> <br /> Click the + button and enter your CRM user credentials<br /> <br /> [[File:mxplusstart5.png]]<br /> <br /> ----</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Client_Install&diff=1057 2026-09-03T20:39:33Z

<p>Crmtogether: </p> <hr /> <div>The client is available as a PWA (Progressive Web App).<br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-plus]]<br /> <br /> Prefer a native mobile app? MobileX is also available from the Google Play store for Android.<br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrmplus&amp;hl=en]]<br /> ----<br /> <br /> An example on iOS is as follows:<br /> <br /> Click the options icon (A)<br /> <br /> [[File:mxplusstart1.png]]<br /> <br /> Next on your device select the option to Add to Your Home Screen. <br /> <br /> [[File:mxplusstart2.png]]<br /> <br /> You can change the app title if you wish. Click Add to add to your home screen.<br /> <br /> [[File:mxplusstart3.png]]<br /> <br /> One you get to that point open the app from your phone HOME screen<br /> <br /> [[File:mxplusstart6.png]]<br /> <br /> Then set up the connection to your CRM. <br /> <br /> Click Get Started<br /> <br /> [[File:mxplusstart4.png]]<br /> <br /> Click the + button and enter your CRM user credentials<br /> <br /> [[File:mxplusstart5.png]]<br /> <br /> ----</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Guide&diff=1056 2026-08-27T15:19:06Z

<p>Crmtogether: </p> <hr /> <div>Most features are the same as in MobileX/Accelerator<br /> <br /> Differences are<br /> <br /> a. Calendar and Tasks are not supported<br /> <br /> b. Contact Scanner is not supported<br /> <br /> c. Email Integration is not supported<br /> <br /> ----<br /> ''''User Management'''' <br /> <br /> This is similar to Ac Plus<br /> <br /> https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide<br /> <br /> ----<br /> '''Customizing'''<br /> <br /> Filters<br /> <br /> These are applied via the Sage CRM Translations area.<br /> <br /> You can apply custom filters to the data based on another field<br /> <br /> EG for company:<br /> <br /> Family: _crmtconfig<br /> code: ctCompFilterMXPlus<br /> US Translation:(comp_accpac_codeslsp1='#portaluserid#')<br /> <br /> #portaluserid# will be replaced with the MX Plus users name<br /> <br /> Other codes are EG<br /> ctOppoFilterMXPlus<br /> ctOrderQuoteFilterMXPlus<br /> ctPersFilterMXPlus<br /> <br /> To create user level codes you append the username to the end of the code<br /> <br /> EG on opportunity for a user called &quot;House&quot;<br /> <br /> Family: _crmtconfig<br /> code: ctOppoFilterMXPlusHouse <br /> US Translation: (oppo_accpac_codeslsp1 in ('house','frank') or oppo_accpac_codeslsp2 in ('house','frank'))<br /> <br /> Note that opportunity filters are applied to quotes and orders<br /> <br /> An example of where a user can view an opportunity but not the company/person is below. <br /> They can see the Names but the icon is disabled and cannot be clicked. <br /> <br /> Example <br /> <br /> [[File:mxplus_viewonly.png]]<br /> ----<br /> <br /> Dashboard<br /> <br /> We use a menu item called ''acdashboardmxplus''<br /> <br /> Here you can add in Custom File Actions and a custom file url<br /> <br /> ----<br /> <br /> The Log call button can be hidden by checking the <br /> <br /> MXPlus only-Hide Log Call Button<br /> <br /> option in the CRM Together Config area and setting that value to Y</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=New_Releases&diff=1055 2026-08-24T12:40:47Z

<p>Crmtogether: </p> <hr /> <div>coming soon...sept 26<br /> <br /> * See https://accelerator.crmtogether.com/index.php?title=New_Releases<br /> * Task screen totally changed to be a to do app. <br /> * Dashboard has shared documents list now<br /> <br /> <br /> <br /> <br /> 7th Aug 2026 - client version 1.9.24<br /> * PWA App store released https://appstore.crmtogether.com/ (removed store.app listing)<br /> * MX Plus - added user level permission filters <br /> <br /> ----<br /> Various releases<br /> <br /> 27 Sept 2024<br /> <br /> Released PWA version (Version: 1.3.157) on <br /> <br /> https://store.app/developer/appmxpro-crmtogether-com<br /> <br /> * Connect Email (Outlook 365 and IMAP) - View/Search and File Emails<br /> * New Calendar<br /> <br /> ----<br /> <br /> 4 July 2024 (over air update)<br /> <br /> API Version - 5.2.4.1<br /> <br /> * bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br /> <br /> ----<br /> <br /> 21st Nov 2023 (over air update)<br /> <br /> API Version - '''5.2.3.0'''<br /> <br /> MobileX updates only<br /> <br /> * Changed how Appointment and Tasks are updated to cope when Exchange sync is used<br /> <br /> ----<br /> <br /> 8th Nov 2023 (over air update)<br /> <br /> API Version - '''5.2.2.9'''<br /> <br /> Accelerator updates only<br /> <br /> '''5.2.2.8''' <br /> <br /> API Version - 5.2.2.8<br /> <br /> * 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<br /> <br /> * pipeline filters updated to allow for when &quot;status&quot; fields &quot;oppo_status&quot; and &quot;case_status&quot; are not used. <br /> <br /> * (bug fix) Edit Task/Appt with company field and person field was not filtering on the company<br /> <br /> Web App (version will be 1.1.67)<br /> <br /> * pasting an email into the lead email field meant that it was not picked up<br /> <br /> ----<br /> <br /> <br /> 20th Sept 2023 (over air update)<br /> <br /> '''5.2.2.6''' <br /> <br /> API Version - 5.2.2.6<br /> <br /> Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br /> * Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br /> <br /> <br /> ----<br /> Sept 13th 2023 (over air update)<br /> <br /> '''5.2.2.5''' <br /> API Version - 5.2.2.5<br /> <br /> * Email templates &quot;mailto&quot; page<br /> <br /> This uses the &quot;mailto&quot; 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 &quot;source&quot; 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.<br /> <br /> * Ability to edit Company/person on appt <br /> You must create a screen called &quot;apptofficeintnew&quot; with view &quot;vCommunication&quot; and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br /> <br /> For details see<br /> https://vimeo.com/863634292<br /> <br /> * ICS file download page <br /> For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br /> <br /> &lt;add key=&quot;EmailFrom&quot; value=&quot;user@domain.com&quot;/&gt;<br /> &lt;add key=&quot;EmailHost&quot; value=&quot;smtp.domain.com&quot;/&gt;<br /> &lt;add key=&quot;EmailHostPort&quot; value=&quot;25&quot;/&gt;<br /> &lt;add key=&quot;EmailUserName&quot; value=&quot;user@domain.com&quot;/&gt;<br /> &lt;add key=&quot;EmailPassword&quot; value=&quot;****************&quot;/&gt;<br /> &lt;add key=&quot;EnableSsl&quot; value=&quot;Y&quot;/&gt; <br /> <br /> Example of Office365 settings<br /> <br /> &lt;add key=&quot;EmailFrom&quot; value=&quot;frank@acmeinc.com&quot;/&gt;<br /> &lt;add key=&quot;EmailHost&quot; value=&quot;smtp.office365.com&quot;/&gt;<br /> &lt;add key=&quot;EmailHostPort&quot; value=&quot;25&quot;/&gt;<br /> &lt;add key=&quot;EmailUserName&quot; value=&quot;frank@acmeinc.com&quot;/&gt;<br /> &lt;add key=&quot;EmailPassword&quot; value=&quot;****************&quot;/&gt;<br /> &lt;add key=&quot;EnableSsl&quot; value=&quot;Y&quot;/&gt; <br /> <br /> To be able to send emails via SMTP with office 365 you need to enable this<br /> <br /> https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br /> <br /> ----<br /> <br /> July 12th 2023 (over air update)<br /> <br /> '''5.2.1.3''' <br /> <br /> API Version - 5.2.1.3<br /> * Fix for MobileX Contact Scanner feature<br /> * Fix for GroupCodes (Sage 300 Integration) field display. <br /> <br /> APRIL 2023<br /> <br /> Native Apps<br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> <br /> Nov 27th 2022 (over air update)<br /> <br /> '''5.2.0.4''' <br /> <br /> *Fix for MX appt/tasks updating and extending<br /> <br /> Nov 18th 2022 (over air update)<br /> <br /> '''5.2.0.3''' <br /> <br /> *Fix for MX business card scanner - New Company selection bug<br /> <br /> Oct 10 2022<br /> '''5.2.0.0''' <br /> <br /> * New UI<br /> * Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Lite&diff=1054 2026-08-07T17:03:12Z

<p>Crmtogether: </p> <hr /> <div>PLEASE READ ALL DETAILS HERE ESPECIALLY THE SAGE CRM SET UP REQUIREMENTS<br /> <br /> Available now<br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-lite-for-sage-crm/id6502834763]]<br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrmlite&amp;hl=en&amp;gl=US]]<br /> <br /> Available as a Progressive Web Applicaiton (PWA) WORLDWIDE<br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-lite]]<br /> <br /> ----<br /> <br /> MobileX Lite for Sage CRM is free to use on any Sage CRM system version 2021 R1 and later.<br /> <br /> *** Earlier Sage CRM versions are not supported in the Lite Release (Our pro version does however) *** <br /> <br /> With this Lite version<br /> <br /> - You can view basic company, person, Opportunity, Cases and Lead data. <br /> <br /> - Screens and lists cannot be customised.<br /> <br /> - You cannot update or log any new information with this Lite version. <br /> <br /> - You may submit bug reports etc but we do not provide any remote support with this version.<br /> <br /> For a fully featured app this requires the Pro version<br /> <br /> ----<br /> SAGE CRM REQUIREMENTS<br /> <br /> - You must have Sage CRM on https and accessible from an external url (VPN access is not supported)<br /> <br /> - Web Services must be enabled<br /> <br /> - Each use must have webservice access set to True (Sage CRM User settings)<br /> <br /> - Users Passwords must not contain characters like &amp; # + &quot; (and other special characters) as Sage CRM webservices do not support those. <br /> <br /> - Dashboards and the Sage CRM REST API must be running and working<br /> <br /> - 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. <br /> <br /> ----<br /> How it works<br /> <br /> 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.<br /> <br /> <br /> ----<br /> <br /> RELEASE NOTES<br /> <br /> 8 June 2024 - fix for log out silently failing</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Overview&diff=1053 2026-08-07T17:01:24Z

<p>Crmtogether: </p> <hr /> <div>MobileX has just had a major update with a brand new UI based on the Accelerator UI (Outlook integration) <br /> <br /> '''The help here will ONLY specify specific MobileX features and not duplicate items that it shares with Accelerator. '''<br /> <br /> The Accelerator help is available at<br /> https://accelerator.crmtogether.com/index.php?title=Home_Screen<br /> <br /> The new app is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]<br /> <br /> ----<br /> <br /> To use your local PWA app you can se ethe url in the &quot;Accelerator&quot; tab (this will be renamed CRM Together in future) and also from the CRM Together tab in the admin area. <br /> <br /> EG <br /> <br /> MobileX PWA Url: https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/<br /> <br /> If you are upgrading from the Classic client please see [https://mobilex.crmtogether.com/index.php?title=MX_Upgrading]<br /> <br /> 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]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install&diff=1052 2026-08-07T17:00:38Z

<p>Crmtogether: </p> <hr /> <div>For the iOS and Android apps see https://mobilex.crmtogether.com/index.php?title=MX_AppStores<br /> <br /> ----<br /> 26 Sept 24<br /> <br /> You can now install the PWA via <br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]<br /> <br /> Requirements: <br /> <br /> You must configure your web.config file to handle CORS as per<br /> <br /> https://accelerator.crmtogether.com/index.php?title=Connections<br /> <br /> <br /> ----<br /> <br /> An example on iOS is as follows:<br /> <br /> Click the options icon<br /> <br /> [[File:mxstart1.png]]<br /> <br /> Next on your device select the option to Add to Your Home Screen. <br /> <br /> [[File:mxstart2.png]]<br /> <br /> You can change the app title if you wish (2). Click Add (1) to add to your home screen.<br /> <br /> [[File:mxstart3.png]]<br /> <br /> One you get to that point open the app from your phone HOME screen<br /> <br /> [[File:mxstart6.png]]<br /> <br /> Then set up the connection to your CRM. <br /> <br /> Click Get Started<br /> <br /> [[File:mxstart4.png]]<br /> <br /> Click the + button (1) and enter your CRM user credentials<br /> <br /> [[File:mxstart5.png]]<br /> <br /> ----<br /> <br /> '''HISTORICAL METHOD OF USING YOUR OWN LOCAL INSTALL'''<br /> <br /> On your mobile device open the MobileX url for your CRM in a browser (safari or chrome for example). <br /> <br /> The MobileX URL can be found in the CRM Together admin area in Sage CRM<br /> <br /> An example of the format is<br /> <br /> https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_AppStores&diff=1051 2026-08-07T16:57:46Z

<p>Crmtogether: </p> <hr /> <div><br /> MobileX for Sage CRM is available on the iOS app store for iphone and Google Play for Android.<br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> <br /> * THIS IS DOWN RIGHT NOW DUE TO GOOGLE BLOCKING THE ACCOUNT FOR SOME REASON-PLEASE USE THE PWA VERSION BELOW<br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> Available as a Progressive Web Applicaiton (PWA) WORLDWIDE<br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]<br /> <br /> You require a MobileX connection install and license to connect to your Sage CRM.<br /> <br /> Contact us at [mailto:sagecrm@crmtogether.com &lt;sagecrm@crmtogether.com&gt;] or your Sage CRM Partner to find our how to get a license.</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install&diff=1050 2026-08-07T10:54:49Z

<p>Crmtogether: </p> <hr /> <div>For the iOS and Android apps see https://mobilex.crmtogether.com/index.php?title=MX_AppStores<br /> <br /> ----<br /> 26 Sept 24<br /> <br /> You can now install the PWA via <br /> <br /> [[Image:Image_(3).png|300px|link=https://store.app/appmxpro-crmtogether-com?share=634f720bf797d1d258ed5caf954e3d16&amp;utm_medium=appmxpro.crmtogether.com&amp;utm_campaign=user_click]]<br /> <br /> Requirements: <br /> <br /> You must configure your web.config file to handle CORS as per<br /> <br /> https://accelerator.crmtogether.com/index.php?title=Connections<br /> <br /> <br /> ----<br /> <br /> An example on iOS is as follows:<br /> <br /> Click the options icon<br /> <br /> [[File:mxstart1.png]]<br /> <br /> Next on your device select the option to Add to Your Home Screen. <br /> <br /> [[File:mxstart2.png]]<br /> <br /> You can change the app title if you wish (2). Click Add (1) to add to your home screen.<br /> <br /> [[File:mxstart3.png]]<br /> <br /> One you get to that point open the app from your phone HOME screen<br /> <br /> [[File:mxstart6.png]]<br /> <br /> Then set up the connection to your CRM. <br /> <br /> Click Get Started<br /> <br /> [[File:mxstart4.png]]<br /> <br /> Click the + button (1) and enter your CRM user credentials<br /> <br /> [[File:mxstart5.png]]<br /> <br /> ----<br /> <br /> '''HISTORICAL METHOD OF USING YOUR OWN LOCAL INSTALL'''<br /> <br /> On your mobile device open the MobileX url for your CRM in a browser (safari or chrome for example). <br /> <br /> The MobileX URL can be found in the CRM Together admin area in Sage CRM<br /> <br /> An example of the format is<br /> <br /> https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Client_Install&diff=1049 2026-08-07T10:54:33Z

<p>Crmtogether: </p> <hr /> <div>The client is available as a PWA (Progressive Web App).<br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-plus]]<br /> <br /> ----<br /> <br /> An example on iOS is as follows:<br /> <br /> Click the options icon (A)<br /> <br /> [[File:mxplusstart1.png]]<br /> <br /> Next on your device select the option to Add to Your Home Screen. <br /> <br /> [[File:mxplusstart2.png]]<br /> <br /> You can change the app title if you wish. Click Add to add to your home screen.<br /> <br /> [[File:mxplusstart3.png]]<br /> <br /> One you get to that point open the app from your phone HOME screen<br /> <br /> [[File:mxplusstart6.png]]<br /> <br /> Then set up the connection to your CRM. <br /> <br /> Click Get Started<br /> <br /> [[File:mxplusstart4.png]]<br /> <br /> Click the + button and enter your CRM user credentials<br /> <br /> [[File:mxplusstart5.png]]<br /> <br /> ----</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=New_Releases&diff=1048 2026-08-07T10:54:26Z

<p>Crmtogether: </p> <hr /> <div>7th Aug 2026 - client version 1.9.24<br /> * PWA App store released https://appstore.crmtogether.com/ (removed store.app listing)<br /> * MX Plus - added user level permission filters <br /> <br /> ----<br /> Various releases<br /> <br /> 27 Sept 2024<br /> <br /> Released PWA version (Version: 1.3.157) on <br /> <br /> https://store.app/developer/appmxpro-crmtogether-com<br /> <br /> * Connect Email (Outlook 365 and IMAP) - View/Search and File Emails<br /> * New Calendar<br /> <br /> ----<br /> <br /> 4 July 2024 (over air update)<br /> <br /> API Version - 5.2.4.1<br /> <br /> * bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br /> <br /> ----<br /> <br /> 21st Nov 2023 (over air update)<br /> <br /> API Version - '''5.2.3.0'''<br /> <br /> MobileX updates only<br /> <br /> * Changed how Appointment and Tasks are updated to cope when Exchange sync is used<br /> <br /> ----<br /> <br /> 8th Nov 2023 (over air update)<br /> <br /> API Version - '''5.2.2.9'''<br /> <br /> Accelerator updates only<br /> <br /> '''5.2.2.8''' <br /> <br /> API Version - 5.2.2.8<br /> <br /> * 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<br /> <br /> * pipeline filters updated to allow for when &quot;status&quot; fields &quot;oppo_status&quot; and &quot;case_status&quot; are not used. <br /> <br /> * (bug fix) Edit Task/Appt with company field and person field was not filtering on the company<br /> <br /> Web App (version will be 1.1.67)<br /> <br /> * pasting an email into the lead email field meant that it was not picked up<br /> <br /> ----<br /> <br /> <br /> 20th Sept 2023 (over air update)<br /> <br /> '''5.2.2.6''' <br /> <br /> API Version - 5.2.2.6<br /> <br /> Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br /> * Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br /> <br /> <br /> ----<br /> Sept 13th 2023 (over air update)<br /> <br /> '''5.2.2.5''' <br /> API Version - 5.2.2.5<br /> <br /> * Email templates &quot;mailto&quot; page<br /> <br /> This uses the &quot;mailto&quot; 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 &quot;source&quot; 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.<br /> <br /> * Ability to edit Company/person on appt <br /> You must create a screen called &quot;apptofficeintnew&quot; with view &quot;vCommunication&quot; and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br /> <br /> For details see<br /> https://vimeo.com/863634292<br /> <br /> * ICS file download page <br /> For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br /> <br /> &lt;add key=&quot;EmailFrom&quot; value=&quot;user@domain.com&quot;/&gt;<br /> &lt;add key=&quot;EmailHost&quot; value=&quot;smtp.domain.com&quot;/&gt;<br /> &lt;add key=&quot;EmailHostPort&quot; value=&quot;25&quot;/&gt;<br /> &lt;add key=&quot;EmailUserName&quot; value=&quot;user@domain.com&quot;/&gt;<br /> &lt;add key=&quot;EmailPassword&quot; value=&quot;****************&quot;/&gt;<br /> &lt;add key=&quot;EnableSsl&quot; value=&quot;Y&quot;/&gt; <br /> <br /> Example of Office365 settings<br /> <br /> &lt;add key=&quot;EmailFrom&quot; value=&quot;frank@acmeinc.com&quot;/&gt;<br /> &lt;add key=&quot;EmailHost&quot; value=&quot;smtp.office365.com&quot;/&gt;<br /> &lt;add key=&quot;EmailHostPort&quot; value=&quot;25&quot;/&gt;<br /> &lt;add key=&quot;EmailUserName&quot; value=&quot;frank@acmeinc.com&quot;/&gt;<br /> &lt;add key=&quot;EmailPassword&quot; value=&quot;****************&quot;/&gt;<br /> &lt;add key=&quot;EnableSsl&quot; value=&quot;Y&quot;/&gt; <br /> <br /> To be able to send emails via SMTP with office 365 you need to enable this<br /> <br /> https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br /> <br /> ----<br /> <br /> July 12th 2023 (over air update)<br /> <br /> '''5.2.1.3''' <br /> <br /> API Version - 5.2.1.3<br /> * Fix for MobileX Contact Scanner feature<br /> * Fix for GroupCodes (Sage 300 Integration) field display. <br /> <br /> APRIL 2023<br /> <br /> Native Apps<br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> <br /> Nov 27th 2022 (over air update)<br /> <br /> '''5.2.0.4''' <br /> <br /> *Fix for MX appt/tasks updating and extending<br /> <br /> Nov 18th 2022 (over air update)<br /> <br /> '''5.2.0.3''' <br /> <br /> *Fix for MX business card scanner - New Company selection bug<br /> <br /> Oct 10 2022<br /> '''5.2.0.0''' <br /> <br /> * New UI<br /> * Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install&diff=1047 2026-08-07T10:53:57Z

<p>Crmtogether: </p> <hr /> <div>For the iOS and Android apps see https://mobilex.crmtogether.com/index.php?title=MX_AppStores<br /> <br /> ----<br /> 26 Sept 24<br /> <br /> You can now install the PWA via <br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-plus]]<br /> <br /> Requirements: <br /> <br /> You must configure your web.config file to handle CORS as per<br /> <br /> https://accelerator.crmtogether.com/index.php?title=Connections<br /> <br /> <br /> ----<br /> <br /> An example on iOS is as follows:<br /> <br /> Click the options icon<br /> <br /> [[File:mxstart1.png]]<br /> <br /> Next on your device select the option to Add to Your Home Screen. <br /> <br /> [[File:mxstart2.png]]<br /> <br /> You can change the app title if you wish (2). Click Add (1) to add to your home screen.<br /> <br /> [[File:mxstart3.png]]<br /> <br /> One you get to that point open the app from your phone HOME screen<br /> <br /> [[File:mxstart6.png]]<br /> <br /> Then set up the connection to your CRM. <br /> <br /> Click Get Started<br /> <br /> [[File:mxstart4.png]]<br /> <br /> Click the + button (1) and enter your CRM user credentials<br /> <br /> [[File:mxstart5.png]]<br /> <br /> ----<br /> <br /> '''HISTORICAL METHOD OF USING YOUR OWN LOCAL INSTALL'''<br /> <br /> On your mobile device open the MobileX url for your CRM in a browser (safari or chrome for example). <br /> <br /> The MobileX URL can be found in the CRM Together admin area in Sage CRM<br /> <br /> An example of the format is<br /> <br /> https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Overview&diff=1046 2026-08-07T10:52:38Z

<p>Crmtogether: </p> <hr /> <div>MobileX has just had a major update with a brand new UI based on the Accelerator UI (Outlook integration) <br /> <br /> '''The help here will ONLY specify specific MobileX features and not duplicate items that it shares with Accelerator. '''<br /> <br /> The Accelerator help is available at<br /> https://accelerator.crmtogether.com/index.php?title=Home_Screen<br /> <br /> The new app is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-lite]]<br /> <br /> ----<br /> <br /> To use your local PWA app you can se ethe url in the &quot;Accelerator&quot; tab (this will be renamed CRM Together in future) and also from the CRM Together tab in the admin area. <br /> <br /> EG <br /> <br /> MobileX PWA Url: https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/<br /> <br /> If you are upgrading from the Classic client please see [https://mobilex.crmtogether.com/index.php?title=MX_Upgrading]<br /> <br /> 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]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install&diff=1045 2026-08-07T10:47:08Z

<p>Crmtogether: </p> <hr /> <div>For the iOS and Android apps see https://mobilex.crmtogether.com/index.php?title=MX_AppStores<br /> <br /> ----<br /> 26 Sept 24<br /> <br /> You can now install the PWA via <br /> <br /> [[Image:Image_(3).png|300px|link=https://store.app/appmxpro-crmtogether-com?share=634f720bf797d1d258ed5caf954e3d16&amp;utm_medium=appmxpro.crmtogether.com&amp;utm_campaign=user_click]]<br /> <br /> Requirements: <br /> <br /> You must configure your web.config file to handle CORS as per<br /> <br /> https://accelerator.crmtogether.com/index.php?title=Connections<br /> <br /> <br /> ----<br /> <br /> An example on iOS is as follows:<br /> <br /> Click the options icon<br /> <br /> [[File:mxstart1.png]]<br /> <br /> Next on your device select the option to Add to Your Home Screen. <br /> <br /> [[File:mxstart2.png]]<br /> <br /> You can change the app title if you wish (2). Click Add (1) to add to your home screen.<br /> <br /> [[File:mxstart3.png]]<br /> <br /> One you get to that point open the app from your phone HOME screen<br /> <br /> [[File:mxstart6.png]]<br /> <br /> Then set up the connection to your CRM. <br /> <br /> Click Get Started<br /> <br /> [[File:mxstart4.png]]<br /> <br /> Click the + button (1) and enter your CRM user credentials<br /> <br /> [[File:mxstart5.png]]<br /> <br /> ----<br /> <br /> '''HISTORICAL METHOD OF USING YOUR OWN LOCAL INSTALL'''<br /> <br /> On your mobile device open the MobileX url for your CRM in a browser (safari or chrome for example). <br /> <br /> The MobileX URL can be found in the CRM Together admin area in Sage CRM<br /> <br /> An example of the format is<br /> <br /> https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_AppStores&diff=1044 2026-08-07T10:46:46Z

<p>Crmtogether: </p> <hr /> <div><br /> MobileX for Sage CRM is available on the iOS app store for iphone and Google Play for Android.<br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> <br /> * THIS IS DOWN RIGHT NOW DUE TO GOOGLE BLOCKING THE ACCOUNT FOR SOME REASON-PLEASE USE THE PWA VERSION BELOW<br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> Available as a Progressive Web Applicaiton (PWA) WORLDWIDE<br /> <br /> [[Image:Image_(3).png|300px|link=https://store.app/appmxpro-crmtogether-com]]<br /> <br /> You require a MobileX connection install and license to connect to your Sage CRM.<br /> <br /> Contact us at [mailto:sagecrm@crmtogether.com &lt;sagecrm@crmtogether.com&gt;] or your Sage CRM Partner to find our how to get a license.</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Overview&diff=1043 2026-08-07T10:46:23Z

<p>Crmtogether: </p> <hr /> <div>MobileX has just had a major update with a brand new UI based on the Accelerator UI (Outlook integration) <br /> <br /> '''The help here will ONLY specify specific MobileX features and not duplicate items that it shares with Accelerator. '''<br /> <br /> The Accelerator help is available at<br /> https://accelerator.crmtogether.com/index.php?title=Home_Screen<br /> <br /> The new app is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> <br /> [[Image:Image_(3).png|300px|link=https://store.app/appmxpro-crmtogether-com?share=9cfae3ce5f4d7c0f1b5d9dd81f089b08&amp;utm_medium=organic_social&amp;utm_campaign=user_share]]<br /> <br /> ----<br /> <br /> To use your local PWA app you can se ethe url in the &quot;Accelerator&quot; tab (this will be renamed CRM Together in future) and also from the CRM Together tab in the admin area. <br /> <br /> EG <br /> <br /> MobileX PWA Url: https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/<br /> <br /> If you are upgrading from the Classic client please see [https://mobilex.crmtogether.com/index.php?title=MX_Upgrading]<br /> <br /> 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]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Guide&diff=1042 2026-08-07T10:46:08Z

<p>Crmtogether: </p> <hr /> <div>Most features are the same as in MobileX/Accelerator<br /> <br /> Differences are<br /> <br /> a. Calendar and Tasks are not supported<br /> <br /> b. Contact Scanner is not supported<br /> <br /> c. Email Integration is not supported<br /> <br /> ----<br /> ''''User Management'''' <br /> <br /> This is similar to Ac Plus<br /> <br /> https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide<br /> <br /> ----<br /> '''Customizing'''<br /> <br /> Filters<br /> <br /> These are applied via the Sage CRM Translations area.<br /> <br /> You can apply custom filters to the data based on another field<br /> <br /> EG for company:<br /> <br /> Family: _crmtconfig<br /> code: ctCompFilterMXPlus<br /> US Translation:(comp_accpac_codeslsp1='#portaluserid#')<br /> <br /> #portaluserid# will be replaced with the MX Plus users name<br /> <br /> Other codes are EG<br /> ctOppoFilterMXPlus<br /> ctOrderQuoteFilterMXPlus<br /> ctPersFilterMXPlus<br /> <br /> To create user level codes you append the username to the end of the code<br /> <br /> EG on opportunity for a user called &quot;House&quot;<br /> <br /> Family: _crmtconfig<br /> code: ctOppoFilterMXPlusHouse <br /> US Translation: (oppo_accpac_codeslsp1 in ('house','frank') or oppo_accpac_codeslsp2 in ('house','frank'))<br /> <br /> Note that opportunity filters are applied to quotes and orders<br /> <br /> An example of where a user can view an opportunity but not the company/person is below. <br /> They can see the Names but the icon is disabled and cannot be clicked. <br /> <br /> Example <br /> <br /> [[File:mxplus_viewonly.png]]<br /> ----<br /> <br /> Dashboard<br /> <br /> We use a menu item called ''acdashboardmxplus''<br /> <br /> Here you can add in Custom File Actions and a custom file url</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=File:Mxplus_viewonly.png&diff=1041 2026-08-07T10:45:41Z

<p>Crmtogether: </p> <hr /> <div></div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Guide&diff=1040 2026-08-07T10:45:30Z

<p>Crmtogether: </p> <hr /> <div>Most features are the same as in MobileX/Accelerator<br /> <br /> Differences are<br /> <br /> a. Calendar and Tasks are not supported<br /> <br /> b. Contact Scanner is not supported<br /> <br /> c. Email Integration is not supported<br /> <br /> ----<br /> ''''User Management'''' <br /> <br /> This is similar to Ac Plus<br /> <br /> https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide<br /> <br /> ----<br /> '''Customizing'''<br /> <br /> Filters<br /> <br /> These are applied via the Sage CRM Translations area.<br /> <br /> You can apply custom filters to the data based on another field<br /> <br /> EG for company:<br /> <br /> Family: _crmtconfig<br /> code: ctCompFilterMXPlus<br /> US Translation:(comp_accpac_codeslsp1='#portaluserid#')<br /> <br /> #portaluserid# will be replaced with the MX Plus users name<br /> <br /> Other codes are EG<br /> ctOppoFilterMXPlus<br /> ctOrderQuoteFilterMXPlus<br /> ctPersFilterMXPlus<br /> <br /> To create user level codes you append the username to the end of the code<br /> <br /> EG on opportunity for a user called &quot;House&quot;<br /> <br /> Family: _crmtconfig<br /> code: ctOppoFilterMXPlusHouse <br /> US Translation: (oppo_accpac_codeslsp1 in ('house','frank') or oppo_accpac_codeslsp2 in ('house','frank'))<br /> <br /> Note that opportunity filters are applied to quotes and orders<br /> <br /> An example of where a user can view an opportunity but not the company/person is below. <br /> They can see the Names but the icon is disabled and cannot be clicked. <br /> <br /> [[File:mxplus_viewonly.png]]<br /> ----<br /> <br /> Dashboard<br /> <br /> We use a menu item called ''acdashboardmxplus''<br /> <br /> Here you can add in Custom File Actions and a custom file url</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Guide&diff=1039 2026-08-07T10:43:51Z

<p>Crmtogether: </p> <hr /> <div>Most features are the same as in MobileX/Accelerator<br /> <br /> Differences are<br /> <br /> a. Calendar and Tasks are not supported<br /> <br /> b. Contact Scanner is not supported<br /> <br /> c. Email Integration is not supported<br /> <br /> ----<br /> ''''User Management'''' <br /> <br /> This is similar to Ac Plus<br /> <br /> https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide<br /> <br /> ----<br /> '''Customizing'''<br /> <br /> Filters<br /> <br /> These are applied via the Sage CRM Translations area.<br /> <br /> You can apply custom filters to the data based on another field<br /> <br /> EG for company:<br /> <br /> Family: _crmtconfig<br /> code: ctCompFilterMXPlus<br /> US Translation:(comp_accpac_codeslsp1='#portaluserid#')<br /> <br /> #portaluserid# will be replaced with the MX Plus users name<br /> <br /> Other codes are EG<br /> ctOppoFilterMXPlus<br /> ctOrderQuoteFilterMXPlus<br /> ctPersFilterMXPlus<br /> <br /> To create user level codes you append the username to the end of the code<br /> <br /> EG on opportunity for a user called &quot;House&quot;<br /> <br /> Family: _crmtconfig<br /> code: ctOppoFilterMXPlusHouse <br /> US Translation: (oppo_accpac_codeslsp1 in ('house','frank') or oppo_accpac_codeslsp2 in ('house','frank'))<br /> <br /> Note that opportunity filters are applied to quotes and orders<br /> <br /> An example of where a user can view an opportunity but not the company/person is below. <br /> They can see the Names but the icon is disabled and cannot be clicked. <br /> <br /> <br /> ----<br /> <br /> Dashboard<br /> <br /> We use a menu item called ''acdashboardmxplus''<br /> <br /> Here you can add in Custom File Actions and a custom file url</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Guide&diff=1038 2026-08-07T10:11:36Z

<p>Crmtogether: </p> <hr /> <div>Most features are the same as in MobileX/Accelerator<br /> <br /> Differences are<br /> <br /> a. Calendar and Tasks are not supported<br /> <br /> b. Contact Scanner is not supported<br /> <br /> c. Email Integration is not supported<br /> <br /> ----<br /> ''''User Management'''' <br /> <br /> This is similar to Ac Plus<br /> <br /> https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide<br /> <br /> ----<br /> '''Customizing'''<br /> <br /> Filters<br /> <br /> These are applied via the Sage CRM Translations area.<br /> <br /> You can apply custom filters to the data based on another field<br /> <br /> EG for company:<br /> <br /> Family: _crmtconfig<br /> code: ctCompFilterMXPlus<br /> US Translation:(comp_accpac_codeslsp1='#portaluserid#')<br /> <br /> #portaluserid# will be replaced with the MX Plus users name<br /> <br /> Other codes are EG<br /> ctOppoFilterMXPlus<br /> ctOrderQuoteFilterMXPlus<br /> ctPersFilterMXPlus<br /> <br /> To create user level codes you append the username to the end of the code<br /> <br /> EG on opportunity for a user called &quot;House&quot;<br /> <br /> Family: _crmtconfig<br /> code: ctOppoFilterMXPlusHouse <br /> US Translation: (oppo_accpac_codeslsp1 in ('house','frank') or oppo_accpac_codeslsp2 in ('house','frank'))<br /> <br /> Note that opportunity filters are applied to quotes and orders<br /> ----<br /> <br /> Dashboard<br /> <br /> We use a menu item called ''acdashboardmxplus''<br /> <br /> Here you can add in Custom File Actions and a custom file url</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=Main_Page&diff=1037 2026-08-07T10:00:53Z

<p>Crmtogether: </p> <hr /> <div>MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).<br /> <br /> The software is optimised for smartphone devices.<br /> <br /> ----<br /> <br /> For the quickest and most flexible way to use MobileX, we recommend installing it as a Progressive Web App (PWA) from the CRM Together App Store.<br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]<br /> <br /> Prefer a native mobile app? MobileX is also available from the Apple App Store for iPhone and Google Play for Android.<br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=Main_Page&diff=1036 2026-08-07T10:00:17Z

<p>Crmtogether: </p> <hr /> <div>MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).<br /> <br /> The software is optimised for smartphone devices.<br /> <br /> ----<br /> <br /> For the quickest and most flexible way to use MobileX, we recommend installing it as a Progressive Web App (PWA) from the CRM Together App Store. It works across supported devices without requiring a traditional app-store installation.<br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]<br /> <br /> Prefer a native mobile app? MobileX is also available from the Apple App Store for iPhone and Google Play for Android.<br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=Main_Page&diff=1035 2026-08-07T09:57:28Z

<p>Crmtogether: </p> <hr /> <div>MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).<br /> <br /> The software is optimised for smartphone devices.<br /> <br /> ----<br /> <br /> MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android and store.app (for everything else)<br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]<br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=Main_Page&diff=1034 2026-08-07T09:55:53Z

<p>Crmtogether: </p> <hr /> <div>MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).<br /> <br /> The software is optimised for smartphone devices.<br /> <br /> ----<br /> <br /> MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android and store.app (for everything else)<br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> <br /> [[Image:Image_(3).png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Guide&diff=1033 2026-08-07T09:55:48Z

<p>Crmtogether: </p> <hr /> <div>Most features are the same as in MobileX/Accelerator<br /> <br /> Differences are<br /> <br /> a. Calendar and Tasks are not supported<br /> <br /> b. Contact Scanner is not supported<br /> <br /> c. Email Integration is not supported<br /> <br /> ----<br /> ''''User Management'''' <br /> <br /> This is similar to Ac Plus<br /> <br /> https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide<br /> <br /> ----<br /> '''Customizing'''<br /> <br /> Filters<br /> <br /> These are applied via the Sage CRM Translations area.<br /> <br /> You can apply custom filters to the data based on another field<br /> <br /> EG for company:<br /> <br /> Family: _crmtconfig<br /> code: ctCompFilterMXPlus<br /> US Translation:(comp_accpac_codeslsp1='#portaluserid#')<br /> <br /> #portaluserid# will be replaced with the MX Plus users name<br /> <br /> Other codes are EG<br /> ctOppoFilterMXPlus<br /> ctOrderQuoteFilterMXPlus<br /> ctPersFilterMXPlus<br /> <br /> To create user level codes you append the username to the end of the code<br /> <br /> EG on opportunity for a user called &quot;House&quot;<br /> <br /> Family: _crmtconfig<br /> code: ctOppoFilterMXPlusHouse <br /> US Translation: (oppo_accpac_codeslsp1 in ('house','frank') or oppo_accpac_codeslsp2 in ('house','frank'))<br /> <br /> ----<br /> <br /> Dashboard<br /> <br /> We use a menu item called ''acdashboardmxplus''<br /> <br /> Here you can add in Custom File Actions and a custom file url</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=File:Image_(3).png&diff=1032 2026-08-07T09:55:40Z

<p>Crmtogether: </p> <hr /> <div></div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=Main_Page&diff=1031 2026-08-07T09:41:59Z

<p>Crmtogether: </p> <hr /> <div>MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).<br /> <br /> The software is optimised for smartphone devices.<br /> <br /> ----<br /> <br /> MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android and store.app (for everything else)<br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> <br /> [[Image:Store-app-bannerfile.png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=File:Store-app-bannerfile.png&diff=1030 2026-08-07T09:41:44Z

<p>Crmtogether: </p> <hr /> <div></div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=Main_Page&diff=1029 2026-08-07T09:39:27Z

<p>Crmtogether: </p> <hr /> <div>MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).<br /> <br /> The software is optimised for smartphone devices.<br /> <br /> ----<br /> <br /> MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android and store.app (for everything else)<br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> <br /> [[Image:Store-app-banner.png|300px|link=https://appstore.crmtogether.com/#/app/mobilex-sage-crm]]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=File:Store-app-banner.png&diff=1028 2026-08-07T09:38:16Z

<p>Crmtogether: </p> <hr /> <div></div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Overview&diff=1027 2026-08-03T14:26:09Z

<p>Crmtogether: </p> <hr /> <div>MobileX has just had a major update with a brand new UI based on the Accelerator UI (Outlook integration) <br /> <br /> '''The help here will ONLY specify specific MobileX features and not duplicate items that it shares with Accelerator. '''<br /> <br /> The Accelerator help is available at<br /> https://accelerator.crmtogether.com/index.php?title=Home_Screen<br /> <br /> The new app is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> <br /> [[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com?share=9cfae3ce5f4d7c0f1b5d9dd81f089b08&amp;utm_medium=organic_social&amp;utm_campaign=user_share]]<br /> <br /> ----<br /> <br /> To use your local PWA app you can se ethe url in the &quot;Accelerator&quot; tab (this will be renamed CRM Together in future) and also from the CRM Together tab in the admin area. <br /> <br /> EG <br /> <br /> MobileX PWA Url: https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/<br /> <br /> If you are upgrading from the Classic client please see [https://mobilex.crmtogether.com/index.php?title=MX_Upgrading]<br /> <br /> 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]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=Main_Page&diff=1026 2026-08-03T14:25:57Z

<p>Crmtogether: </p> <hr /> <div>MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).<br /> <br /> The software is optimised for smartphone devices.<br /> <br /> ----<br /> <br /> MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android and store.app (for everything else)<br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> <br /> [[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com?share=9cfae3ce5f4d7c0f1b5d9dd81f089b08&amp;utm_medium=organic_social&amp;utm_campaign=user_share]]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_AppStores&diff=1025 2026-07-30T20:54:56Z

<p>Crmtogether: </p> <hr /> <div><br /> MobileX for Sage CRM is available on the iOS app store for iphone and Google Play for Android.<br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> <br /> * THIS IS DOWN RIGHT NOW DUE TO GOOGLE BLOCKING THE ACCOUNT FOR SOME REASON-PLEASE USE THE PWA VERSION BELOW<br /> <br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> Available as a Progressive Web Applicaiton (PWA) WORLDWIDE<br /> <br /> [[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com]]<br /> <br /> You require a MobileX connection install and license to connect to your Sage CRM.<br /> <br /> Contact us at [mailto:sagecrm@crmtogether.com &lt;sagecrm@crmtogether.com&gt;] or your Sage CRM Partner to find our how to get a license.</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Overview&diff=1024 2026-07-30T20:54:34Z

<p>Crmtogether: </p> <hr /> <div>MobileX has just had a major update with a brand new UI based on the Accelerator UI (Outlook integration) <br /> <br /> '''The help here will ONLY specify specific MobileX features and not duplicate items that it shares with Accelerator. '''<br /> <br /> The Accelerator help is available at<br /> https://accelerator.crmtogether.com/index.php?title=Home_Screen<br /> <br /> The new app is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> * THIS IS DOWN RIGHT NOW DUE TO GOOGLE BLOCKING THE ACCOUNT FOR SOME REASON-PLEASE USE THE PWA VERSION BELOW<br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> [[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com?share=9cfae3ce5f4d7c0f1b5d9dd81f089b08&amp;utm_medium=organic_social&amp;utm_campaign=user_share]]<br /> <br /> ----<br /> <br /> To use your local PWA app you can se ethe url in the &quot;Accelerator&quot; tab (this will be renamed CRM Together in future) and also from the CRM Together tab in the admin area. <br /> <br /> EG <br /> <br /> MobileX PWA Url: https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/<br /> <br /> If you are upgrading from the Classic client please see [https://mobilex.crmtogether.com/index.php?title=MX_Upgrading]<br /> <br /> 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]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=Main_Page&diff=1023 2026-07-30T09:02:25Z

<p>Crmtogether: </p> <hr /> <div>MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br /> <br /> The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).<br /> <br /> The software is optimised for smartphone devices.<br /> <br /> ----<br /> <br /> MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android and store.app (for everything else)<br /> <br /> <br /> [[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br /> <br /> <br /> * THIS IS DOWN RIGHT NOW DUE TO GOOGLE BLOCKING THE ACCOUNT FOR SOME REASON-PLEASE USE THE PWA VERSION BELOW<br /> [[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&amp;hl=en&amp;gl=US]]<br /> <br /> <br /> [[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com?share=9cfae3ce5f4d7c0f1b5d9dd81f089b08&amp;utm_medium=organic_social&amp;utm_campaign=user_share]]</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Overview&diff=1022 2026-06-04T10:13:11Z

<p>Crmtogether: </p> <hr /> <div>'''What is MobileX Plus?'''<br /> <br /> 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.<br /> <br /> There are some differences around behaviour as below. <br /> <br /> '''What you need to know'''<br /> <br /> Features in MobileX Pro that are not supported in MX Plus<br /> <br /> * Dedupe <br /> <br /> * CRM's Territory restrictions are not respected in Plus. <br /> <br /> * You may need to alter any custom pages added to cope with the MX Plus Token (there is no CRM SID) <br /> <br /> * Contact Scanner<br /> <br /> * Email Integration<br /> <br /> * Calendar and Tasks<br /> <br /> 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. <br /> <br /> This also applies to the &quot;acdashboard&quot; system tab group used to customise the Home Dashboard<br /> <br /> '''Install'''<br /> <br /> Requirements: <br /> * Sage CRM Self-Service License<br /> * Accelerator 6.0.3.0 or later<br /> <br /> '''User Admin'''<br /> <br /> A tab will show in the CRM Together Administration area for MobileX Plus users<br /> <br /> User passwords can only be reset from here and users themselves cannot update their own passwords. <br /> <br /> '''License'''<br /> <br /> With MobileX Pro we ship a single test license for demo purposes only. The same applies for MobileX Plus. <br /> <br /> Please note MobileX Plus is priced differently, visit https://crmtogether.com/product-pricing to request details</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Guide&diff=1021 2026-06-04T10:10:50Z

<p>Crmtogether: </p> <hr /> <div>Most features are the same as in MobileX/Accelerator<br /> <br /> Differences are<br /> <br /> a. Calendar and Tasks are not supported<br /> <br /> b. Contact Scanner is not supported<br /> <br /> c. Email Integration is not supported<br /> <br /> ----<br /> ''''User Management'''' <br /> <br /> This is similar to Ac Plus<br /> <br /> https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide<br /> <br /> ----<br /> '''Customizing'''<br /> <br /> Filters<br /> <br /> These are applied via the Sage CRM Translations area.<br /> <br /> You can apply custom filters to the data based on another field<br /> <br /> EG for company:<br /> <br /> Family: _crmtconfig<br /> code: ctCompFilterMXPlus<br /> US Translation:(comp_accpac_codeslsp1='#portaluserid#')<br /> <br /> #portaluserid# will be replaced with the MX Plus users name<br /> <br /> Other codes are<br /> ctOppoFilterMXPlus<br /> ctOrderQuoteFilterMXPlus<br /> ctPersFilterMXPlus<br /> <br /> <br /> ----<br /> <br /> Dashboard<br /> <br /> We use a menu item called ''acdashboardmxplus''<br /> <br /> Here you can add in Custom File Actions and a custom file url</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Overview&diff=1020 2026-06-04T10:08:52Z

<p>Crmtogether: </p> <hr /> <div>'''What is MobileX Plus?'''<br /> <br /> 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.<br /> <br /> There are some differences around behaviour as below. <br /> <br /> '''What you need to know'''<br /> <br /> Features in MobileX Pro that are not supported in +<br /> <br /> * Dedupe <br /> <br /> * CRM's Territory restrictions are not respected in Plus. <br /> <br /> * You may need to alter any custom pages added to cope with the MX Plus Token (there is no CRM SID) <br /> <br /> 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. <br /> <br /> This also applies to the &quot;acdashboard&quot; system tab group used to customise the Home Dashboard<br /> <br /> '''Install'''<br /> <br /> Requirements: <br /> * Sage CRM Self-Service License<br /> * Accelerator 6.0.3.0 or later<br /> <br /> '''User Admin'''<br /> <br /> A tab will show in the CRM Together Administration area for MobileX Plus users<br /> <br /> User passwords can only be reset from here and users themselves cannot update their own passwords. <br /> <br /> '''License'''<br /> <br /> With MobileX Pro we ship a single test license for demo purposes only. The same applies for MobileX Plus. <br /> <br /> Please note MobileX Plus is priced differently, visit https://crmtogether.com/product-pricing to request details</div>

Crmtogether https://mobilex.crmtogether.com/index.php?title=MX_Plus_Guide&diff=1019 2026-06-04T10:08:35Z

<p>Crmtogether: </p> <hr /> <div>Most features are the same <br /> <br /> <br /> <br /> <br /> User Management - This is similar to Ac Plus<br /> <br /> https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide<br /> <br /> ----<br /> '''Customizing'''<br /> <br /> Filters<br /> <br /> These are applied via the Sage CRM Translations area.<br /> <br /> You can apply custom filters to the data based on another field<br /> <br /> EG for company:<br /> <br /> Family: _crmtconfig<br /> code: ctCompFilterMXPlus<br /> US Translation:(comp_accpac_codeslsp1='#portaluserid#')<br /> <br /> #portaluserid# will be replaced with the MX Plus users name<br /> <br /> Other codes are<br /> ctOppoFilterMXPlus<br /> ctOrderQuoteFilterMXPlus<br /> ctPersFilterMXPlus<br /> <br /> <br /> ----<br /> <br /> Dashboard<br /> <br /> We use a menu item called ''acdashboardmxplus''<br /> <br /> Here you can add in Custom File Actions and a custom file url</div>

Crmtogether