Reliable, simple-to-use plugin for enabling one-on-one and conference-room communication via video, phone, chat, and SMS with internal users and external contacts. Keep connected with your colleagues and your contacts.
Mobile Devices
The PixelRiver Unified Communication Module for SugarCRM also supports the use of mobile devices such as Android and iPhone.
Note: to use the Unified Communication Module functionality on your iPhone or Android, you need to employ the “desktop” version of Sugar. To access the desktop version from your mobile device,
- Login to Sugar CRM
- Tap on the Sugar logo in the upper left corner. This will open the main navigation.
- Scroll to the bottom of the navigation and tap on the Desktop Version. This will open the desktop version (where you will have to log in again) in a new browser tab.
Once you have logged in to the desktop version, you can access the following functionality from your mobile phone:
- Place a call
- Send and receive SMS messages
- Send and receive chat messages
Place a call
To place a call,
- Tap on the Phone Icon beneath the Company Information Section of the Contact Record or
- Tap any phone number in the contact record
To end a call,
- Tap on the End Call Button.
Send and Receive SMS messages
This functionality works identical to the desktop version. For more information about this feature, see the appropriate section in this manual.
Send and Receive chat messages
This functionality works identical to the desktop version. For more information about this feature, see the appropriate section in this manual.
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