CRM.mobile overview
CRM.mobile is the mobile version of the CRM web, enabling users to view and edit the contents of the CRM database on their mobile devices.
CRM.mobile supports all available verticals. It is configured via CRM.designer using update.tablet as the default configuration. It requires online access to the update.CRM and CRM.designer databases.
Note: The CRM.mobile shares its default configuration update.tablet with CRM.pad this implies that
the changes to configuration units (e.g. a Details control or a placeholder
definition) may affect the appearance and/or functionality of both CRM.mobile and
CRM.pad.
This documentation covers the following:
- Setup of CRM.mobile. For further details, see Setting up CRM.mobile
- Customization of CRM.mobile using CRM.designer. For further details, see Configuring CRM.mobile using CRM.designer.
Additional information on CRM.mobile-specific configuration units is provided in the following documentation sets:
- For additional information on customizing CRM.mobile, see Advanced designer customization.
- For details on installing CRM.web and CRM.designer, see CRM web technical & installation guide.
- For general information on using CRM.designer and customizing web-based CRM applications, see CRM web Administrator Guide.
- The administration and configuration of core functions are described in the CRM.Core Administrator Guide, see CRM.core administrator guide.