Client Setup

From MobileX for SageCRM
Revision as of 10:55, 17 October 2017 by Crmtogether (talk | contribs)

Once MobileX is installed as per Office 365 Install

When you view the interface on your client you must first enter in your CRM URL.

This URL must have https and a SSL valid cert.

The first time the screen will look like this

Then you enter in your CRM URL and username/password.

If the URL is correct the green icon will show

If not the red icon will show.