Using Sage CRM Mobile
If you experience problems while using Sage CRM Mobile from a smartphone or tablet, check the following troubleshooting tips.
|
Issue |
Resolution |
|---|---|
|
Sage CRM Mobile is not displayed |
Ensure that the user agent for the mobile device is correctly mapped to the device in Sage CRM. The user agent might either be unassigned to a theme (device), or assigned to a different theme (device). For more information, see Mapping a user agent in the System Administrator Help. |
|
Devices link is not available in Advanced Customization area |
The mobile license for Sage CRM is not installed. Contact your Business Partner about obtaining a license key with the mobile option. |
|
Sage CRM Mobile is not displayed when Sage CRM is accessed through a link on the home screen |
The mobile device sends a different user agent when a link is accessed from the home screen. Check unassigned user agents for a mobile device user agent, and map it to the correct theme (device). |
|
Mobile device cannot locate the Sage CRM web server |
Ensure that the Sage CRM installation is either publicly accessible or that the smartphone is connecting to a VPN which can access your Sage CRM account. |
|
Default logon screen displayed instead of the Sage CRM Mobile screen |
Sage CRM metadata has not yet been loaded. For example, due to an IIS reset. When you log on, Sage CRM Mobile is displayed as expected. |
