Sugar Mobile

中国
开发者
SugarCRM, Inc.
App ID
分类
商务
价格
免费
最新版本上线日期
2022年04月28日 
App Store打开 
版本记录
更新内容对比
  • 全球最早版本上线日期
    2013-02-20
  • 最新版本
    44.0
  • 最新版本上线距今
    19天17小时
  • 近1年版本更新次数
    14

版本时间线

T鼠标悬停“更新节点”,查看更新内容。点击“更新节点”可查看更新前后内容对比
版本更新
显示内容
日期
  • -
2022年
2月
16
17
18
19
20
21
22
23
24
25
26
27
28
3月
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
4月
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
5月
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17

版本记录

  • 版本44.0
    2022-04-28
    更新日志

    Features:
    Press and hold records in any list view to select many records at once and perform mass actions on them:
    * Delete the selected records.
    * Merge multiple records into one document, for example, a set of mailing labels based on contact records.
    * Start composing an email to all selected recipients.
    * Export the selected records to a CSV file.
    Fixed Issues:
    * A "Resource not found" error occurs when opening an email record via the Emails subpanel of another record.

    截图
    应用描述

    Be prepared for meetings and stay connected to your customers from anywhere!
    With Sugar Mobile, you get convenient access to all of your CRM information, including Contacts, Accounts, Leads, Activities, and custom Sugar modules. Take your business processes mobile with an interface that is optimized for both phones and tablets. Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts.
    Benefits:
    • Prepare for meetings with quick access to account, contact, and opportunity information.
    • Log calls and meetings while they are top of mind. Even attach photos and videos.
    • Keep your finger on the pulse of your team with dashboards: charts, activity history, and more.
    • Collaborate in the Activity Stream when you @mention colleagues and #reference accounts and contacts.
    • Update opportunities as you make progress or gain insight.
    • Work through your task list by completing or adding new tasks.
    • Stay connected to your entire contact list by initiating a phone call, email, or text.
    • Go offline with confidence. Access and modify your data from anywhere.
    *** NOT compatible with Sugar Community Edition. ***
    Requirements: Works with all Sugar products that run Sugar release 8.0 or above. To view platform requirements, please go to http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms
    Third-Party Software:
    For information on third-party software used in Sugar Mobile, please go to http://support.sugarcrm.com/Resources/Third_Party_Software/

  • 版本43.0
    2022-04-01
    更新日志

    Features:
    * Administrators can now define dropdown-based detail views.
    * When selecting email recipients, the module of the recipient is indicated.
    * Tasks that have a due date but no start date set are displayed in the calendar.
    Fixed Issues:
    * An internal error occurs when trying to set a custom Product Catalog relationship field on a record.
    * Sugar Mobile does not respect the user’s email client preference.
    * The Expected Close Date field cannot be updated when using the opportunities-only model.

    截图
    应用描述

    Be prepared for meetings and stay connected to your customers from anywhere!
    With Sugar Mobile, you get convenient access to all of your CRM information, including Contacts, Accounts, Leads, Activities, and custom Sugar modules. Take your business processes mobile with an interface that is optimized for both phones and tablets. Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts.
    Benefits:
    • Prepare for meetings with quick access to account, contact, and opportunity information.
    • Log calls and meetings while they are top of mind. Even attach photos and videos.
    • Keep your finger on the pulse of your team with dashboards: charts, activity history, and more.
    • Collaborate in the Activity Stream when you @mention colleagues and #reference accounts and contacts.
    • Update opportunities as you make progress or gain insight.
    • Work through your task list by completing or adding new tasks.
    • Stay connected to your entire contact list by initiating a phone call, email, or text.
    • Go offline with confidence. Access and modify your data from anywhere.
    *** NOT compatible with Sugar Community Edition. ***
    Requirements: Works with all Sugar products that run Sugar release 8.0 or above. To view platform requirements, please go to http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms
    Third-Party Software:
    For information on third-party software used in Sugar Mobile, please go to http://support.sugarcrm.com/Resources/Third_Party_Software/

  • 版本42.0
    2022-03-03
    更新日志

    Features:
    * It is now possible to generate PDF and DOCX files based on records directly in the mobile app using Doc Merge.
    * It is now possible to cascade the value of an opportunity’s Forecast field to its eligible revenue line items.
    * When pulling down to refresh a multi-tabbed dashlet (e.g., Active Tasks), all tabs are refreshed rather than just the one you are viewing.
    Fixed Issues:
    * Images added to records while offline are not properly saved when the app goes online again.

    截图
    应用描述

    Be prepared for meetings and stay connected to your customers from anywhere!
    With Sugar Mobile, you get convenient access to all of your CRM information, including Contacts, Accounts, Leads, Activities, and custom Sugar modules. Take your business processes mobile with an interface that is optimized for both phones and tablets. Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts.
    Benefits:
    • Prepare for meetings with quick access to account, contact, and opportunity information.
    • Log calls and meetings while they are top of mind. Even attach photos and videos.
    • Keep your finger on the pulse of your team with dashboards: charts, activity history, and more.
    • Collaborate in the Activity Stream when you @mention colleagues and #reference accounts and contacts.
    • Update opportunities as you make progress or gain insight.
    • Work through your task list by completing or adding new tasks.
    • Stay connected to your entire contact list by initiating a phone call, email, or text.
    • Go offline with confidence. Access and modify your data from anywhere.
    *** NOT compatible with Sugar Community Edition. ***
    Requirements: Works with all Sugar products that run Sugar release 8.0 or above. To view platform requirements, please go to http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms
    Third-Party Software:
    For information on third-party software used in Sugar Mobile, please go to http://support.sugarcrm.com/Resources/Third_Party_Software/

  • 版本41.0
    2022-02-05
    更新日志

    Features:
    * Email composing in the app
    * Push notifications in Canada (Central) and Europe (London)
    * Compose Email Action Buttons
    * Global Search custom filters
    * List view filter improvements
    * Calendar improvements in day view and agenda view
    Fixed Issues
    * If a module has a large dropdown field, the list view may appear to freeze.
    * An error may occur when opening the list of notes related to a case.
    * Opportunity cascading is not available when connected to a Sugar Enterprise instance.

    截图
    应用描述

    Be prepared for meetings and stay connected to your customers from anywhere!
    With Sugar Mobile, you get convenient access to all of your CRM information, including Contacts, Accounts, Leads, Activities, and custom Sugar modules. Take your business processes mobile with an interface that is optimized for both phones and tablets. Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts.
    Benefits:
    • Prepare for meetings with quick access to account, contact, and opportunity information.
    • Log calls and meetings while they are top of mind. Even attach photos and videos.
    • Keep your finger on the pulse of your team with dashboards: charts, activity history, and more.
    • Collaborate in the Activity Stream when you @mention colleagues and #reference accounts and contacts.
    • Update opportunities as you make progress or gain insight.
    • Work through your task list by completing or adding new tasks.
    • Stay connected to your entire contact list by initiating a phone call, email, or text.
    • Go offline with confidence. Access and modify your data from anywhere.
    *** NOT compatible with Sugar Community Edition. ***
    Requirements: Works with all Sugar products that run Sugar release 8.0 or above. To view platform requirements, please go to http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms
    Third-Party Software:
    For information on third-party software used in Sugar Mobile, please go to http://support.sugarcrm.com/Resources/Third_Party_Software/

  • 版本40.0
    2022-01-07
    更新日志

    Fixed Issues:
    * If a note is created with an attachment while the mobile app is offline, the attachment file disappears once the app comes back online.
    * Certain fields (e.g., Teams field, custom text fields) are always shown as empty in Sugar Mobile detail and edit views unless the fields are also added to the desktop record view.

    截图
    应用描述

    Be prepared for meetings and stay connected to your customers from anywhere!
    With Sugar Mobile, you get convenient access to all of your CRM information, including Contacts, Accounts, Leads, Activities, and custom Sugar modules. Take your business processes mobile with an interface that is optimized for both phones and tablets. Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts.
    Benefits:
    • Prepare for meetings with quick access to account, contact, and opportunity information.
    • Log calls and meetings while they are top of mind. Even attach photos and videos.
    • Keep your finger on the pulse of your team with dashboards: charts, activity history, and more.
    • Collaborate in the Activity Stream when you @mention colleagues and #reference accounts and contacts.
    • Update opportunities as you make progress or gain insight.
    • Work through your task list by completing or adding new tasks.
    • Stay connected to your entire contact list by initiating a phone call, email, or text.
    • Go offline with confidence. Access and modify your data from anywhere.
    *** NOT compatible with Sugar Community Edition. ***
    Requirements: Works with all Sugar products that run Sugar release 8.0 or above. To view platform requirements, please go to http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms
    Third-Party Software:
    For information on third-party software used in Sugar Mobile, please go to http://support.sugarcrm.com/Resources/Third_Party_Software/

  • 版本39.0
    2021-12-11
    更新日志

    Features:
    * Show the calendar when opening the app: You can now configure Sugar Mobile to display the calendar when you first open the app by changing the Start Screen option in the Settings page.
    * Default list view filter names: When building a custom filter on any list view, the filter now has a default name populated so you can save without entering a name manually.

    截图
    应用描述

    Be prepared for meetings and stay connected to your customers from anywhere!
    With Sugar Mobile, you get convenient access to all of your CRM information, including Contacts, Accounts, Leads, Activities, and custom Sugar modules. Take your business processes mobile with an interface that is optimized for both phones and tablets. Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts.
    Benefits:
    • Prepare for meetings with quick access to account, contact, and opportunity information.
    • Log calls and meetings while they are top of mind. Even attach photos and videos.
    • Keep your finger on the pulse of your team with dashboards: charts, activity history, and more.
    • Collaborate in the Activity Stream when you @mention colleagues and #reference accounts and contacts.
    • Update opportunities as you make progress or gain insight.
    • Work through your task list by completing or adding new tasks.
    • Stay connected to your entire contact list by initiating a phone call, email, or text.
    • Go offline with confidence. Access and modify your data from anywhere.
    *** NOT compatible with Sugar Community Edition. ***
    Requirements: Works with all Sugar products that run Sugar release 8.0 or above. To view platform requirements, please go to http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms
    Third-Party Software:
    For information on third-party software used in Sugar Mobile, please go to http://support.sugarcrm.com/Resources/Third_Party_Software/

  • 版本38.1
    2021-11-25
    更新日志

    Fixed Issues:
    * An internal server error may occur when searching for a record in a relationship field on a custom module.

    截图
    应用描述

    Be prepared for meetings and stay connected to your customers from anywhere!
    With Sugar Mobile, you get convenient access to all of your CRM information, including Contacts, Accounts, Leads, Activities, and custom Sugar modules. Take your business processes mobile with an interface that is optimized for both phones and tablets. Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts.
    Benefits:
    • Prepare for meetings with quick access to account, contact, and opportunity information.
    • Log calls and meetings while they are top of mind. Even attach photos and videos.
    • Keep your finger on the pulse of your team with dashboards: charts, activity history, and more.
    • Collaborate in the Activity Stream when you @mention colleagues and #reference accounts and contacts.
    • Update opportunities as you make progress or gain insight.
    • Work through your task list by completing or adding new tasks.
    • Stay connected to your entire contact list by initiating a phone call, email, or text.
    • Go offline with confidence. Access and modify your data from anywhere.
    *** NOT compatible with Sugar Community Edition. ***
    Requirements: Works with all Sugar subscriptions that run Sugar release 8.0 or above. To view platform requirements, please go to http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms
    Third-Party Software:
    For information on third-party software used in Sugar Mobile, please go to http://support.sugarcrm.com/Resources/Third_Party_Software/

  • 版本38.0
    2021-11-12
    更新日志

    Features:
    * Action Buttons are now available.
    * Push notifications are now available in three more regions.
    * Enhanced security mode can hide the app contents when the app is in the background.
    Fixed Issues:
    * Viewing a Saved Reports Chart dashlet containing a special character causes the chart to fail to load.
    * Sorting a module’s list view by the Date Modified field does not display the field value.

    截图
    应用描述

    Be prepared for meetings and stay connected to your customers from anywhere!
    With Sugar Mobile, you get convenient access to all of your CRM information, including Contacts, Accounts, Leads, Activities, and custom Sugar modules. Take your business processes mobile with an interface that is optimized for both phones and tablets. Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts.
    Benefits:
    • Prepare for meetings with quick access to account, contact, and opportunity information.
    • Log calls and meetings while they are top of mind. Even attach photos and videos.
    • Keep your finger on the pulse of your team with dashboards: charts, activity history, and more.
    • Collaborate in the Activity Stream when you @mention colleagues and #reference accounts and contacts.
    • Update opportunities as you make progress or gain insight.
    • Work through your task list by completing or adding new tasks.
    • Stay connected to your entire contact list by initiating a phone call, email, or text.
    • Go offline with confidence. Access and modify your data from anywhere.
    *** NOT compatible with Sugar Community Edition. ***
    Requirements: Works with all Sugar subscriptions that run Sugar release 8.0 or above. To view platform requirements, please go to http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms
    Third-Party Software:
    For information on third-party software used in Sugar Mobile, please go to http://support.sugarcrm.com/Resources/Third_Party_Software/

  • 版本37.0
    2021-10-14
    更新日志

    Features:
    * Escalations: You can now escalate accounts, cases, and opportunities and manage these escalations in the Escalations module on Sugar Mobile when connected to a Sugar instance on Sugar Sell, Serve, Ultimate, or Enterprise version 11.2 and higher.
    * Opportunity cascading: Opportunity values for the following fields can now be pushed down to the open revenue line items to update all records at once: Expected Close Date, Sales Stage, Service Start Date, and Service Duration.

    截图
    应用描述

    Be prepared for meetings and stay connected to your customers from anywhere!
    With Sugar Mobile, you get convenient access to all of your CRM information, including Contacts, Accounts, Leads, Activities, and custom Sugar modules. Take your business processes mobile with an interface that is optimized for both phones and tablets. Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts.
    Benefits:
    • Prepare for meetings with quick access to account, contact, and opportunity information.
    • Log calls and meetings while they are top of mind. Even attach photos and videos.
    • Keep your finger on the pulse of your team with dashboards: charts, activity history, and more.
    • Collaborate in the Activity Stream when you @mention colleagues and #reference accounts and contacts.
    • Update opportunities as you make progress or gain insight.
    • Work through your task list by completing or adding new tasks.
    • Stay connected to your entire contact list by initiating a phone call, email, or text.
    • Go offline with confidence. Access and modify your data from anywhere.
    *** NOT compatible with Sugar Community Edition. ***
    Requirements: Works with all Sugar subscriptions that run Sugar release 8.0 or above. To view platform requirements, please go to http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms
    Third-Party Software:
    For information on third-party software used in Sugar Mobile, please go to http://support.sugarcrm.com/Resources/Third_Party_Software/

  • 版本36.0
    2021-09-17
    更新日志

    Features:
    * Mobile calendar view: A configurable and searchable calendar has been added to Sugar Mobile where you can schedule and view your calls, meetings, and tasks in an agenda view and a day view.
    Fixed Issues:
    * If more than 20 users are returned when selecting a user to which to assign a record, only the first 20 users are available in the list.

    截图
    应用描述

    Be prepared for meetings and stay connected to your customers from anywhere!
    With Sugar Mobile, you get convenient access to all of your CRM information, including Contacts, Accounts, Leads, Activities, and custom Sugar modules. Take your business processes mobile with an interface that is optimized for both phones and tablets. Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts.
    Benefits:
    • Prepare for meetings with quick access to account, contact, and opportunity information.
    • Log calls and meetings while they are top of mind. Even attach photos and videos.
    • Keep your finger on the pulse of your team with dashboards: charts, activity history, and more.
    • Collaborate in the Activity Stream when you @mention colleagues and #reference accounts and contacts.
    • Update opportunities as you make progress or gain insight.
    • Work through your task list by completing or adding new tasks.
    • Stay connected to your entire contact list by initiating a phone call, email, or text.
    • Go offline with confidence. Access and modify your data from anywhere.
    *** NOT compatible with Sugar Community Edition. ***
    Requirements: Works with all Sugar subscriptions that run Sugar release 8.0 or above. To view platform requirements, please go to http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms
    Third-Party Software:
    For information on third-party software used in Sugar Mobile, please go to http://support.sugarcrm.com/Resources/Third_Party_Software/

    • 1
    • 2
    • 3
    • 4
    • 5
    • 6
    • 10