MX PWA Client Install: Difference between revisions

Latest revision as of 16:59, 25 April 2023

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/#/

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

@@ Line 1: / Line 1: @@
-new UI content to go here
+For the iOS and Android apps see https://mobilex.crmtogether.com/index.php?title=MX_AppStores
+----
+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/#/
+An example on iOS is as follows:
+Click the options icon
+[[File:mxstart1.png]]
+Next on your device select the option to Add to Your Home Screen.
+[[File:mxstart2.png]]
+You can change the app title if you wish (2). Click Add (1) to add to your home screen.
+[[File:mxstart3.png]]
+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.
+Click Get Started
+[[File:mxstart4.png]]
+Click the + button (1) and enter your CRM user credentials
+[[File:mxstart5.png]]