MX PWA Client Install: Difference between revisions

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On your mobile device open the MobileX url for your CRM in a browser (safari or chrome for example).  
For the iOS and Android apps see https://mobilex.crmtogether.com/index.php?title=MX_AppStores
 
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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


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


An example of the format is
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    https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/
An example on iOS is as follows:


Click the options icon
Click the options icon
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[[File:mxstart3.png]]
[[File:mxstart3.png]]


One you get to that point open the app  
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.  
Then set up the connection to your CRM.  
Click Get Started


[[File:mxstart4.png]]
[[File:mxstart4.png]]
Click the + button (1) and enter your CRM user credentials


[[File:mxstart5.png]]
[[File:mxstart5.png]]
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'''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/#/

Latest revision as of 10:37, 26 September 2024

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

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

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

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

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

Then set up the connection to your CRM.

Click Get Started

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


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/#/