MX Lite
PLEASE READ ALL DETAILS HERE ESPECIALLY THE SAGE CRM SET UP REQUIREMENTS
Available now
Available as a Progressive Web Applicaiton (PWA) WORLDWIDE
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
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
