CRM Stage tutorial:

Mobile Address Module Installation and Configuration Guide

By Josh Sweeney on 25 Jun 2010
Edited: 25 Jun 2010

Upgrade Safe: Yes
Target Audience: User
CRM: SugarCRM
Module: Mobile Address
Requirements:

ALT-Invest Mobile Address Module for SugarCRM


The Mobile Address module for SugarCRM merges address fields in the mobile view of SugarCRM Pro into one field. This gives SugarCRM smart phone users the capability to click the address and map to it.


Section 1: Installation

To get started install the module
1. Login as an administrative user
2. Click Admin
3. Choose Module Loader

4. Click Browse

5. Select the MobileAddress Zip package
6. Click Upload

7. Choose Install

8. Read the license agreement.
9. Click Accept and Commit if you agree

Section 2 - Configure

1. Choose Studio in the Admin area

2. Expand the Contacts tree

3. Select the Mobile EditView

As you can see below the default mobile layout does not contain Primary Address fields.

4. Drag and Drop the Primary Address fields to the view

If you would like to keep your Mobile DetailView and slimmed down as possible then you do not have to add Address fields to the view. It is a only a requirement to add them to the detail view so that the user has data to click on.

5. Take these same step the the Mobile DetailView

Section 3 - Try It

1. Visit yous Sugar instance on your Mobile device.
2. View the detail of the contact record.
3. Click the Street Address data and watch it map to where you need to go.

Purchase the Module Address module for SugarCRM