User Checklist: Difference between revisions
From MobileX for SageCRM
Crmtogether (talk | contribs) (Created page with "A checklist to be used when a user cannot log on to Accelerator 5.0 1. User is allowed log on to CRM via CRM's web services (Allow WebService Access:True) Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the "Allow WebService Access" setting is set to true 2. Accelerator license check. Navigate to "Administration -> CRM Together -> MobileX" From that screen check that the user is in the user list...") |
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A checklist to be used when a user cannot log on to | A checklist to be used when a user cannot log on to MobileX | ||
1. User is allowed log on to CRM via CRM's web services (Allow WebService Access:True) | 1. User is allowed log on to CRM via CRM's web services (Allow WebService Access:True) | ||
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"Allow WebService Access" setting is set to true | "Allow WebService Access" setting is set to true | ||
2. | 2. MobileX license check. | ||
Navigate to "Administration -> CRM Together -> MobileX" | Navigate to "Administration -> CRM Together -> MobileX" | ||
From that screen check that the user is in the user list | From that screen check that the user is in the user list | ||
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https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install | https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install | ||
4. You cannot use the ampersand '&' character or '%' character in a Sage CRM password when using | 4. You cannot use the ampersand '&' character or '%' character in a Sage CRM password when using MobileX (this is due to a web-service bug in Sage CRM). | ||
**Other strange characters may also be unsupported-remove all to test | **Other strange characters may also be unsupported-remove all to test | ||
5. If there is a persistent issue, please ensure your password is correct. You can check this by simply typing the password into notepad or using the 'eye' to double check the password entered is correct. | 5. If there is a persistent issue, please ensure your password is correct. You can check this by simply typing the password into notepad or using the 'eye' to double check the password entered is correct. | ||
Latest revision as of 10:14, 11 October 2022
A checklist to be used when a user cannot log on to MobileX
1. User is allowed log on to CRM via CRM's web services (Allow WebService Access:True)
Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the "Allow WebService Access" setting is set to true
2. MobileX license check.
Navigate to "Administration -> CRM Together -> MobileX" From that screen check that the user is in the user list
3. That the path to the app is correct. see https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install
4. You cannot use the ampersand '&' character or '%' character in a Sage CRM password when using MobileX (this is due to a web-service bug in Sage CRM).
- Other strange characters may also be unsupported-remove all to test
5. If there is a persistent issue, please ensure your password is correct. You can check this by simply typing the password into notepad or using the 'eye' to double check the password entered is correct.
