User Checklist

From MobileX for SageCRM

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

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.