Hi manzwebdesigns,
Our developer team checked the plugin and its working perfectly fine in any mobile so if you still facing issue in installation so we are ready to help you.
Thank you for your precious time.
Hi manzwebdesigns,
If you want to use for business before using ValCRM mobile app , you have to install plugin in suiteCRM instance in your environment.
https://store.suitecrm.com/docs/val-crm/valcrm-apps-documentation and if you want to take demo then use this instance https:// valcrm.techesperto.com in valCRM mobile app.
You can select module’s related/linked record here(The parent/related module must have the ‘phone_mobile’/’phone_alternate(Accounts only)’).
For more detail you can go through the documentation
At the Top of right corner click on admin (administrator) it will redirect to the admin panel
Then click on module loader under developer tools heading.
Now browse your valCRM plugin under module loader tab and click on upload next to it.
Click on install and it will ask for installation of plugin, Select ‘Accept’ and click on Commit for continue installation and Deny for cancel installation process.
After successful installation you will redirect to the validation page where you want to validate your license key which is provided at the time of purchasing valCRM plugin.
Note: make sure to repair & rebuild after installation of plugin from admin panel page under system settings panel click on repair and execute after repair it will show execute or exit.
-Enter your license key and validate it and make sure users are licensed for using applications for that particular user.
**Note ** : in this picture you see that there are two heading unlicensed and licensed users just simply click on arrow forward or backward for performing particular action for it .
Select users which you want to unlicensed and now click on backward arrow for make user unlicensed and do the same for licensed users by selecting users and click on forward arrow and click save .
**MOBILE APP FLOW**
Download valCRM mobile app from play store and write url for Demo :[ https://valcrm.techesperto.com]
click on gear (setting) icon for update instance url .
-Fill up your credentials username or password and click login.
After Login you will redirect to the Homepage of the mobile App click on the left top corner navbar icon. It will display a list of available modules . for example -> Let's create record in accounts module click on accounts .
Fill up all your Details of Accounts and click on save .
-After saving it will redirect to a detail view of the account .
Now let’s create subpanel record for account which is contact create related record for accounts click on + icon . .
Create a related record and save it .
After saving it will redirect to a detail view of the related module.
Let’s create Activities for accounts module click on Activities tab next to related tab .
Click on planned activities and create activities for which you want Task ,meetings and call here we create task for explaining .
Click on create task and fill up all details and save it .
List view of task and you can also edit or delete records by swiping left list view records .
SYNC VALCRM APP TO CRM
Now you will see that any changes in mobile apps will reflect to your instance of crm and any changes in crm will reflect in mobile apps both are sync with each other below are the screenshot of account module test record which we created in mobile app and activities of task and subpanel of contacts will also update .
