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Mobile App General Settings

CRMTiger Mobile Apps offer some settings in Admin to operate CRMTiger Mobile Apps accordingly.

“General Settings” will be accessible from the following path.

GoTo Settings > Other Settings > CTMobile Settings

general-setting
Access to Users

Access to users option allow your CRM users to access various features of CRMTiger Mobile Apps

  • Access to CRMTiger Mobile App:  This option allows users to access CRMTiger Mobile Apps.

select-users

All users : If you’ve set “All users” in access then any users added in future will get access to apps as default.

Users/Groups : If you’ve set an individual user or specific group in the list then it will allow specific users/groups to access CRMTiger Mobile Apps.

  • Module Management : This option allows admin users to add/remove Modules to be available for users in the CRMTiger Mobile Apps.

module-management

  • Track Users Location :  This option allows admin users to Add/Remove Location tracking of users who have access to CRMTiger Mobile Apps. 

*Admin users can enable/disable access of the location/time tracking features for CRMTiger Mobile Apps Users meeting check-in/check-out, Attendance, Nearby customers, Record view on map, Address Auto Filter.

geo-location

Users/Groups : If you’ve set an individual user in the list then it will track location of specific users of CRMTiger Mobile Apps.

  • Route Planner :  This option allows admin users to Add/Remove users to setup route planner features. Route planner is accessible from Mobile Apps for users to plan their route of Sales or Delivery.

* This feature requires Google API integration for the accurate result on the map.

Users/Groups : If you’ve set an individual user in the list then it will track location of specific users of CRMTiger Mobile Apps.

route-planner

Kilometers/Miles : Set Kilometers or miles according to your destination’s distance settings.

Route Status : Setting of route status text helps you to display status of route as per your personalized text.

route-planner-config

 

  • Time tracker configuration :  This option allows admin users to Add/Remove modules for users to track time against any records of the module. Remove/Disable module from Time tracker configuration page will not allow user to track time 

time-tracker-module

* Time tracking function only Track Location if GEOLocation Tracking is enabled for the user from GEO Location tracking section.

 

  • Call Logging Configuration : *This option allows users to keep a log of their regular call from the user’s phone.

Admin users have the right to add/remove users from accessing the call logging list.

Note : This feature only offers to Limited android phone who allows call Logging and recording 

Here is the List of the Phone with version # allow 

Only certain devices and carriers support this feature. You can’t record calls in all countries and regions. To record your phone calls:

  • Your device must run Android 9 or higher.
  • Your device must have the Phone app pre-installed and updated to the latest version.
  • You must be in a supported country or region.

Click here for more information about Call Recording

call-logging

 

 

Updated on March 17, 2021

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