Mobile App User Guide

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Swipe through tabs	Swipe from right to left to view information from other tabs in detail.
Related Tab	Last tab is for Related modules Here you will see the list of all related modules To make it easy we have shown number of records next to each related module’s name his will help you to know if there is any information or entry from related module and saves you from spending unnecessary time to check each of them
	Modules Summary
	Select Field Screen
	Contact List Screen
	Find calendar Details Screen
	To Do Details Screen
	Create Event Calendar Screen
	Calendar Updates Screen
Document Management	You can manage documents from your CRMTiger mobile app now Open documents module or go to Documents tab from modules those are having it in their Tab Open any document record in detail view Hit the filename to download and view the attachment Upload document from your mobile’s memory to CRM directly when you add a new document record
	Mail Manager Screen Click on below button for get more help of this feature
	Sent Mail Screen
	Mail Manager Home Screen
	Call Log Screen
	Setting Screen
	Recent Event Setting Screen
	Share Screen
	Module Setting Screen
Card Scanner	Click on below button for get more help of this feature
	Scan QR Code, after scan QR code pop-up will open for quick create option
	Select an option for quick create in pop-up and you will get auto fill up detail from QR code
Calendar	Select Calendar from bottom menu using calendar iconDate with blue circle shows today’s date Dates having to do or event are shown with blue dot under the date number Below the month dates, you will see calendar events for the selected date Swipe right or left for previous or next month
	Select My Lists from bottom menuHere you can set most important or most frequently used modules’ records To set a list select “Add List” button This will open a popup
Add Filter	Select a module And Select from available filters Finally give name to this list and hit “Save”
Quick Create	Hit icon from bottom menu This will open quick create page for all modules
LIVE Tracking	Click on Live tracking from Left menu It will open this screen Red pointer on map will show your location Other pointer will show locations of all your Mobile app users. Zoom in to view more precise location of a user Zoom out to view all users on different locations Click on below button for get more help of this feature