CRMTiger Mobile app is built for you to access your vTiger CRM (Versions 6.5 and 7.x) from iOS or Android mobile. The app is free to use and access all your CRM information from mobile.
You can also subscribe to access Premium Features of the app from crmtiger.com/app
CRMTiger App is compatible with Android Mobiles having lollipop 5.0 OS onwards and iPhones with iOS 10 and above. For best experience, “Allow” following permissions when you install and start using the app
Connecting with CRM
To close this options menu his “X”Type in your vTiger CRM web url Followed by your CRM User Name and Password Check “Remember me” to remember your username and password in the app so you need not memorize it or type it every time you login, especially it’s your personal mobile with screen lock
In case if you haven’t saved the password in the app and forgot it, you can click link to “Forgot password?” and send request with your username and email to access CRM.
Once you login, You will see this Home Screen. Hit “Start Shift” on top right corner if you are starting your work from the field away from your office and when you finish your day hit “End Shift”. On home screen you will see Activity Stream which displays yours and your subordinates’ activities in CRM Below Activities, you will see upcoming events -view more to go to the list of either Activities or Events
||All modules list view you will see the search bar on the top Search here will give you results from the current module|
|Open and Edit any record will open all the fields of the record on single Column in Edit mode Add/Update information you wish to and hit Save icon to save the record|