From MobileX for SageCRM
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Details of releases - 10 Oct 2022 Brand new UI

  • for classic please also create the folder "logging" under the "custompages/sagecrmws/" folder if it does not exist - 2 Nov 2020

  • Update: Improved timezone handling
  • SSA field bug fix

Office 365 urls English


Patch 06 Oct 2020 An iOS14 update to safari fixed a bug we had worked around regarding dates.

Here is the patch. Please extract and review the readme

helper Replacement

This will be in the next release. 24th Sept 2020

  • Note: New field added in user table 'user_ct_fcmtoken' that will be used in MobileX for push notifications (coming in future release) (29 June 2020)

  • RC5 - 9 July 2020 - Fix for readonly fields on edit screens being updated and fix for business card scanner
  • iOS option to use Outlook as email client when sending emails (client setting)
  • Removed link from summary screen title to full CRM (legacy code)
  • Footer height up by 4 pixels
  • New Entity screens now open in dialogs
  • Plugins now enabled by default are
     <add name="Library"/>
     <add name="Pings" />
     <add name="Locations" />
     <add name="BusCardScan" />
  • BusCardScan will now just work (previously CRM Together had to be contacted to enable this)
  • Locations plugin now works on person also
  • Option to hide status section - set to Y to hide the Status area on Company and person summary screens
   <add key="HideMXStatuscompany" value="N"/>
   <add key="HideMXStatusperson" value="N"/>
  • UI Changes "Sales" text to "Oppo"
  • Email Signature support documented - see
  • Fix: Calendar - change user and navigate to another day was resetting user
  • Fix: Plugin Library - libr_userid was not set on files
  • UI: Extended Appointment and Task screens
  • UX: Plugins now use spinner when requesting data
  • Fix: Ordering of custom menu items issue fixed
  • Fix: Phone dialog radio buttons put back in
  • Fix: Timezone fix for phone comm_datetime and task comm_datetime values

Office 365 urls English

German (19 May 2020)

  • SSA fields behaviour improved
  • Fix for changing SSA fields from the default context

Office 365 urls English

German (27 Mar 2020)

  • Minor MX update but as the install is part of Accelerator this is also updated

Office 365 urls English

German (20 Jan 2020)

  • Improved PWA support
  • Raised footer so it did not interfere with default functions for full screen phones
  • iOS Notch issue (hiding the search bar) fixed
  • Click on a phone icon now opens the log call dialog and prompts to call
  • Settings button is always the last item
  • WaveItemsSSA field support added
  • Address icon changed from "compass" to "map-marker"
  • Email signtaures plugin added (not enabled by default) - "emailsignature"
  • For new installs - removed comm_note from CommuicationOfficeIntSmall

Office 365 urls English

German RC7 19 Sept 2019

  • RC7 - (19 Sept) - Custom Entiy support fix and demo2 plugin added (showing how to use an iframe to embed other apps/sites etc)
 See for a webinar on this release
  • RC6 - (16-Sept) - reset scale back to 1-1. Bug: creating an appt without a company set (no person) didn't record the company.
  • RC5 - minor fix for popup calendar
  • Sage CRM 2019 R2 support
  • (change) - Hide company and person status options now available in config
   <add key="HideMXStatuscompany" value="N" />
   <add key="HideMXStatusperson" value="N" />
  • (change) - Calendar look changed to allow you see more records on the screen
  • (change) - Code-less (almost) customization options added
  • (change) - Footer menu and entity menu now scroll-able (previously you had to click the arrow)
  • (change) - Business Card scanner functionally improved
  • (change) - Support for SSA fields added
  • (change) - Date field changed to use html 5 input date type date
  • (change) - Date time fields support added
  • (change) - Client side CurrentUser object now supported
  • (change) - Required fields are highlighted in yellow
  • (fix) - Translations for German added in for email and phone field captions
  • (change) - All email and phone fields now displayed on company/person summary (previously only the primary record was shown)
  • (change) - Checkbox field support added
  • (fix) - German umault characters support fixed
  • (change) - "ReadOnly", "Caption" and "Required" javascript support added (case-sensitive) in field create script

Office 365 urls English

German RC6 4 June 2019 Final fix - Fixing issue on create of company (created in RC3 HOTFIX) RC3 31 May 2019 HOTFIX

  • Issue found when editing and saving a company record in MobileX. This was also updating the primary persons email and phone to be the same as the company.
  • (fix) - when mobilex was in PWA mode (opened like it was a native app) and you then opened an image from the library the screen was locked.
  • (fix) - Library plugin - updated to only return last 10 records. RC2 24 May 2019

  • (fix) company email address field was missing from summary screen (work around in previous versions is to add the field comp_emailaddress to the custom screen).
  • (fix) Menus on entities sometimes squash up when there are too many items (fix is to edit accelerator.js and fix typo (dispay) to be (display))
  • (change) CRM notes plugin now orders the data by the note id (latest first)
  • (change) German translation update "Business"="Geschäftlich"
  • (change) Plugin framework made easier to add in multiple screens (for readonly)
  • (change) Auto-logon option added to app
  • (change) Update to how dates are handled in calendar and tasks to remove need for config on setup
  • (fix) German translations added for Day names
  • (fix) Fix for New/Edit screens with multi-selects (screen hangs)

Office 365 urls English


UPGRADE NOTES - Make sure that you accept the settings as per below (there should be no need to alter these values now)

 <add key="sqldatetimeformat2" value="yyyy-MM-dd HH:mm" />
 <add key="sqldatetimeformatMXAppt" value="yyyy-MM-dd HH:mm" />
 <add key="sqldatetimeformatMXTask" value="yyyy-MM-dd HH:mm" /> RC1 25 Feb 2019

  • Support for Sage CRM 2019 R1
  • (fix) for SQL servers returning dates in MST timezone data via CRM's api.
  • (fix) Office 365 integration runs in IE and some screens ran some javascript that was not supported by this
  • (fix) Safari on iPhone - some screens ran some javascript that was not supported by this
  • (fix) Office 365 integration - Rendering of images in emails when viewed in CRM was broken due to a change in the HTML code in 365.
  • (fix) Updated install note on runtime (was saying 4.5.2 but should be 4.6.1)

Office 365 urls English

German 5th Dec 2018

  • (change) Support for uploading an image/photo against a lead

Office 365 urls English

German 4th Oct 2018

  • Status filter added to cases and oppos lists
  • Internal improvements to make the plugin API easier to use
  • fix for multi-select fields displaying the translation value on a custom screen (avrum this was for).
  • Ability to set the workflow and state on entity create

Office 365 url 2 July 2018 Minor release to fix issues in Office365 integration

  • (fix) New Person on company context showing as "undefined"
  • (fix) ReadOnly value on edit screen (CreateScript) now working (previously it only worked on NEW Entity screens)

Office 365 app urls English German

The mobile app should display as

 Client version:

See [Upgrading] for details on upgrading 15 May 2018

  • (NEW)Speed improvement utilizing caching (if customizing screens and lists you turn this off via the web.config)
  • (NEW)Support added to allow custom MobileX screens/lists (default is to share the same ones as Accelerator). These MX screen names are suffixed by 'MX' EG CaseOfficeIntNewMX
  • (NEW)Support added for StoreProcedure type fields (Case_reference was already supported). This works differently to CRM in that MobileX will create the reference id after the record is created. CRM itself creates it beforehand.
  • (NEW)Support for CreateScript on fields added for 'DefaultValue' and 'ReadOnly' added
  • (NEW)Support for all SSA fields displaying in view mode added (previously just main entities were displayed)
  • (NEW)Updated support for different date formats (German ones specifically)
  • (NEW)Action menu - text on NEW menu is now clickable also
  • (NEW)Multi-select field type support added
  • (NEW)New/Edit screens update - alignment of labels has changed to the label being above the edit box. This is to improve the user experience on smaller devices.
  • Missing German translations added in
  • (NEW)Workflow and State can now be set. The system checks first for a specific MobileX workflow using the keys
 <add key="entity_WorkflowNameMX" value=""/>
 <add key="entity_WFStateMX" value=""/>

if they are not found then it defaults back to the keys

 <add key="entity_WorkflowName" value=""/>
 <add key="entity_WFState" value=""/>
  • (NEW)custom link to open a given entity
 URL format is

Office 365 app urls English German 13th March 2018

  • (NEW) Lead entity support added Jan 15th 2018

  • (NEW) Sage CRM R1 2018 support
  • (fix) Improved security Nov 9th 2017

  • (NEW) Outlook365 - Option to file email and attachments against Opportunity and Cases
  • (NEW) Outlook365 - File email and attachments against multiple people at once
  • (fix) Changed look and feel of screens
  • (fix) Improved overall speed Jun 26th 2017

  • (NEW) Ability to change colors in MobileX
  • (fix) MobileX License not getting picked up Fix
  • (fix) Added support for older versions of SSL

4.5.6 Jun 14th 2017

  • (fix) Metadata loader will now escape item names field data.
  • (NEW) moved fonts to install (instead of using the CDN) - reason being some firewalls block these
  • (NEW) Updated Task screen - now showing all tasks with a filter on top
  • (NEW) Updated Calendar screen - status filter added
  • (fix) Spelling- Change name From Pileline to Pipeline
  • (NEW) Empty state if no items in Bookmarks