Mobile App for Vtiger 7.x

The Mobile App for Vtiger CRM a powerful tool that brings seamless navigation and enhanced functionality to your Vtiger CRM experience. With this app, you can effortlessly access and manage your CRM data on the go.

Experience the power of Vtiger CRM on your mobile device with our feature-rich app, empowering you to manage your CRM data anytime, anywhere.

Main features of Mobile App extension:

• Easy navigation in Vtiger CRM
• View Records, Fields, Comments & more
• View and navigate trough Related records
• Quick create records
• Edit and Delete records
• List view filters
• Dashboard with Calendar Tasks and Events
• Login screen with storage of multiple domains
• Invite users to the application via Vtiger
• Android and iOS compatible
• PDF Maker export to PDF compatible
• Vtiger 7.x/8.x compatibility
  

There are currently two options how to install extension:

• (Recommended) Using our Free extension Installer
  (Please visit the Installer page for more info)
• Manually installation using a .zip file
  (You still need to have Installer in order to activate license)

Since December 2019 we launched our extended version of Installer which helps you install / update modules and manage license keys.

⚠️ Uninstalling Mobile App will remove all saved Settings!

Make sure you have Installer installed, you can download Installer via our E-shop when you log in under Free Downloads section.
Next, simply install Installer via Module Management in Vtiger CRM by importing the .zip file you downloaded.

After successful installation, you can access Installer in two ways:

• by a click on Notifications Iconand then on the button
• or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller

Note:

• To see modules and manage licenses you have to log in to our Installer with @email and password via button (top right screen side in Installer module).
• Login is same for Installer and for our E-Shop.

After log in, you can activate Extensions or our Packages licenses associated to your account via button.

When the license was activated you can see module available in the Modules tab below.
Simply hit the button and Extension is installed now.

You can only activate Single-key licenses, which are assigned to your Email Account you made purchase with and with which you are logged to the Installer.
Package licenses can be logged in via Access Key (license key) following also activation via button.

There is also a way to install / update the extension manually in some scenarios:

• Manual installation or update of the extension can be requested if you contact our support because you are facing some issues with extension.
• Standard way of installation and update is using our Installer. In some rare cases we can send you .zip file to update the extension manually.

Installation can be done via Module Manager by clicking on the button  and selecting the .zip file.

Mobile App for Vtiger manual installation

You can install our Mobile application via Google Play or the iOS App Store (coming soon).

• Google Play
  (app name is ITS4You App for Vtiger CRM)
• iOS App Store

Before installing the application, we recommend updating all system applications and operating systems on your mobile device.

Try our Mobile application for Vtiger completely FREE of charge for 14 days.

All can be done only via Installer FREE extension.

(How to install Installer)

Please follow the next steps in order to get a FREE trial for 14 days:

• Register at our E-shop (if you have registration skip this step)
• Download & install Installer
• Log-in to the Installer with your account via Installer login button 
• After log-in please click on the Modules Shop tab on Installer screen
• Find Mobile App extension and click on   button.
  (screen will load for few seconds and your license key will be generated)
• Click on  button and your license key is Activated for 14 days.

The Mobile App for Vtiger CRM is now active for 14 days, you can prolong license if you wish, which means switch to the paid version, or deactivate the license.
Only 1 trial license per CRM is allowed.

The Mobile App operates through Admin Vtiger CRM sending invitations to users via email.

Upon receiving the invitation, Users can login to the Vtiger CRM installation with mobile app, fill the url of CRM and their login they are using for CRM system.

 Even Admin when firstly installing the extension, must invite himself via Vtiger CRM to start using the Mobile App.

After successfully installing the Extension and Mobile App, the Admin of the Vtiger CRM system can start sending invitations to users, but in the first step, mainly to himself, so that he has access to the Mobile App as an Admin.

See the process below:

1. Open your Vtiger CRM and navigate to CRM Settings – INTEGRATION – Mobile App 4 You.
   You will see a list view of Active users where you can via button start inviting the users.
   

   Mobile App – List view of Active users

2. We have already invited ourselves as an Admin of the Vtiger CRM as you can see the status is already Active, and you can also see Date of Activation.
   Via button you can invite All Users or specific users
   (We have already invited user “Abbie” which status is Invited.)
   

   Mobile App – Inviting users

3. After sending an invitation to the User, he can now login via Mobile App with the same credentials used for Vtiger CRM + url of the CRM domain must be written in.
   The CRM url is found in the invitation Email users receive.
   (The CRM url will be saved for future use in case you have more CRM domains you can switch between them)
   

   Mobile App – Login screen

Below we will explain some of the list view fields for Mobile App:

• 1/5 Active users – the amount of users you requested or you purchased, showing currently active / total ordered users
• Actions – you can remove users which will lower active users count
• Status – showing the current status of the invitation process
• Date of activation – showing the exact date and time when the invited users logged in to the Mobile App

These features in the Mobile App for Vtiger CRM enhance your user management capabilities, providing valuable insights into active user counts, invitation status, and user engagement metrics.

If you have completed the first steps and invited users, then you as Admin and your Vtiger CRM users can log in to the application.

We will describe the Login screen and its functions in more detail.

Below you can see the Mobile App login screen, the following can be filled in order to login to the Mobile App:

• https:// or http:// – select the protocol for Vtiger CRM domain used
• CRM url – the CRM url you are working with or the one you received in the invitation email
  (more CRM urls can be stored and also removed by clicking on magnifier)
• User – the user name, same as used the Vtiger CRM login
• Password – password used same as for Vtiger CRM login

Mobile App – Login screen

https:// or http://

Mobile App – selecting the url protocol

CRM url

Mobile App – CRM url

In the Mobile application, it is possible to create, edit and delete records very easily.

Let’s take a closer look at each operation in more detail below:

Create

To create an record, please navigate via Menu to your desired module.
Overview of existing records will be shown, called also list view, where you can add a new record using the button

Vtiger Mobile App – Create record

Edit

Editing records is also simple operation, there are 2 options for editing existing records:

• via List view of the records in the actual Module
  – in the list view click on dots icon and select edit option
  

  Vtiger Mobile App – editing records

   

• via Detail view of the actual record
  – open the record detail view you need and from the bottom icons select edit icon
  

  Vtiger Mobile App – editing records

   

Delete

As well as editing, for deleting records there are 2 ways:

• via List view of the records in the actual Module
  – in the list view click on dots icon and select Delete option
  

  Vtiger Mobile App – deleting records

   

• via Detail view of the actual record
  – open the record detail view you need and from the bottom icons select and then select Delete option.
  

  Vtiger Mobile App – deleting records

Mobile App has some additional features you can perform which will be described down below in the posts.

Sending emails can be done through the Detail view of each record that supports emails, or, simply said has a Primary or Secondary Email field.

In order to send an Email, please open any record you want, for example Contact, then click on the icon and select the option “Send Email”.
Then just fill the  required fields and finish Sending the Email process.

Vtiger Mobile App – Send Email feature

Mobile App settings can be accessed in CRM Settings – MODULE MANAGEMENT – Modules, find the Mobile App and hover with the mouse over it to see    button.

Mobile App – Settings

In the Settings, you can find:

• Configuration – this will take you to view, where users are Invited to the Mobile App via Vtiger CRM
• Module Requirements – check if the all Requirements are met for your module (like Custom links, Event handlers, etc..,)
• License settings – see if a license is currently active
• Upgrade – updates extension if needed
• Uninstall – remove extension from your CRM

All our modules are using Installer to manage licenses. Please check our Installer pages for more information.

You can access the License settings like its shown below:
(there can be more options from the pick-list, depends on the module)

Settings – License settings

After accessing the License window you can see screen bellow with following information:

• Module name, Your Vtiger domain URL
• Description, if license is activate or not:
  – your license is currently active,
  – your license is not active and you need active it via Installer.
  – the Installer FREE extension is missing on your CRM, please download it.

To activate or manage license, click on the button.

Settings – License settings window

If you want to deactivate your license, please provide following steps:

• Go to your Installer, by a click on Notifications Icon and then on the button
  or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller
• The following screen will appear (see below):
  

  Installer – deactivation of license

  You can deactivate license by click on the button

Note: The module will be deactivated but not uninstalled and license will be removed from the Activated Licenses tab.

To reactivate a license after deactivation, you need to follow the same process as you activated it first time:

1. Click on the   button and enter your license key.
   
2. Confirm with button.

When the license was activated you can see module available in the Modules tab below.

 Note: To see modules and manage licenses you have to log in to our e-shop with @email and password via button (top right screen side in Installer module).

The upgrade of the module is initiated via our Installer or manually.

Updating via Installer (recommended):

• open the Installer in the CRM
• in the Modules tab find your installed module and you should see the button available
• If the new version is available, you will be notified via Installer Notifications icon

Updating Mobile App manually:

Updating module manually is sometimes required when our support team sends you .zip package, if you are having some issues or there is any update or customization available.

Otherwise, we always recommend to use update via Installer.

Update can be done via Module Manager by clicking on the button and selecting the .zip file.

Mobile App – install or update via Module Manager

If you need to remove the module from your Vtiger you have two options:

• Uninstall via Installer.
• Manually, going to module Settings and choose Uninstall option.

⚠️ Uninstalling Mobile App will remove all saved Settings!

You have also option to remove the module via Installer window by accessing the Settings – Uninstall window:

• Go to your Installer, by a click on Notifications Icon and then on the button ,
  or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller
• Find the module you need to uninstall in the Modules tab
• Via pick list button choose the Uninstall option, you will be redirected to the Uninstall window.
• Click on button

Installer – Uninstall module screen 1

• Confirm uninstall with button

Installer – Uninstall module screen 2

Now, the module has been removed from your Vtiger and your license has been deactivated. To use this module again, you need to provide installation and validation steps (see Installation chapter).

There is also available option to remove Mobile App from your Vtiger manually.
To uninstall please provide following steps:

1. Go to CRM Settings – MODULE MANAGEMENT – Modules and look for Mobile App extension and select via Settings – Uninstall.
   

   Mobile App – Uninstall

2. Click on  button.
   

   Mobile App – Uninstall

   Confirm uninstall with  button.

Now, Mobile App is removed from your Vtiger and your license is deactivated.
To use Mobile App again, you need to provide installation and validation steps (see chapter 2. How to install Mobile App).

• Check latest versions available and fixes applied
• What was changed/added to manual

• 21 August 2023: 4.0
  • release version

• August 2023: manual based on Mobile App 4.0 version
  • first initiate for Vtiger 7.x