How to connect to Simple CRM with a mobile phone?

Simply go to the login interface and click on "Simple CRM mobile".

Then add the link to this login page to your phone's desktop.

Thus Simple CRM will appear as a classic application.

To know how to create these shortcuts, please read the documentation:
http://crm-pour-pme.fr/pdf/DocumentationSimpleCRMv2_0.pdf

How to connect to Simple CRM with a mobile phone?

Simply go to the login interface and click on "Simple CRM mobile".

Then add the link to this login page to your phone's desktop.

Thus Simple CRM will appear as a classic application.

To know how to create these shortcuts, please read the documentation: http://crm-pour-pme.fr/pdf/DocumentationSimpleCRMv2_0.pdf

How to empty the Chrome cache on Android after a Simple CRM update?

After an update of the SIMPLE CRM online CRM software, it is necessary to clear the cache of your web browser.

Here's how to proceed on Android with Chrome:

• In the address bar, type: chrome:history
• Click on the button: Clear navigation data
• Select the Images and files in cache then validate by clicking on the button

On my smartphone or Google Calendar, I don't see all my appointments

In order to improve the performance of the display of the Simple CRM calendar on smartphones, Google Calendar, Outlook..., the period of appointments displayed is limited in time.
By default this limit is 30 days in the past and 90 days in the future.
If necessary, you can increase this limit to a maximum of 90 days in the past and 180 days in the future.

For that:
- connect to Simple CRM with an Administrator account
- go to the Settings tab
- change the "iCal calendar period" ->"Days before" and "Days after" fields
- click on "Save".

How to import your Simple CRM calendar on your Android tablet or smartphone?

You can import your Simple CRM calendar to your smartphone or Android tablet.

1) Connect to your Simple CRM account with your mobile or Android tablet.

2) Click on the application launcher

3) Click on the "Synchronization" tab

4) Click on the "Calendar on Android" icon

5) Follow the explanations provided.

How to synchronize your Google Contact account and your iPhone / Android mobile with Simple CRM?

Synchro SimpleCRM <-> Google <-> Mobile

The best is to first synchronize the mobile with the Google account, then synchronize Google with Simple CRM.

To do this, you must allow Simple CRM to communicate with Google Contact. Please read this explanation carefully:
http://logiciel-crm-grc.blogspot.fr/2014/02/modification-de-la-methode-de.html

1) Mobile synchronization configuration
Mobile and Android tablets
Settings -> Accounts and synchronization -> Add account
Choose the type of account "Google", enter the identifiers and choose to synchronize contacts.
Start a synchronization.

iPhone mobile / iPad tablets
Install and configure the Contacts Sync for Google Gmail with Auto Sync application
Synchronization starts automatically

2) On the Gmail account, in Contacts, create a "SimpleCRM" group (without quotes).
Put all the contacts you want to synchronize with SimpleCRM in this "SimpleCRM" group.
All these contacts MUST HAVE A UNIQUE EMAIL ADDRESS.
If some contacts do not have an email address, do not put them in the "SimpleCRM" group.

3) On the mobile, start a synchronization. The "SimpleCRM" group will be created on the mobile and the contacts of this group (step 2) will be put in the SimpleCRM group of the mobile.

4) Backup Google Account contacts

5) Google Synchro <-> SimpleCRM
On SimpleCRM, go to Contacts, and click on "Google Synchro".
Contacts in the Google Account "SimpleCRM" group will be sent to SimpleCRM and vice versa.

Then regularly it is necessary to follow:
Synchro SimpleCRM<->Google
Synchro Google<->Mobile

then again Synchro SimpleCRM<->Google

How to synchronize your Google Contact account with your iPhone/Android mobile phone and Simple CRM?

Synchronize your mobile phone with Google and then Google with Simple CRM.

1.HTC Explorer or Android 2.6 go to Settings -> Account and synchronization -> Add an account , choose Google type and start synchronization;
2.In your Gmail Contact create a new group Simple CRM and add here all those contact that you want to synchronize. Attention: all contact must have a unique email address!
3.On your phone start the synchronization , a Simple CRM group will appear
4.Save Google contacts
5.Synchronize Google <-> Simple CRM
6.In Simple CRM go to Contacts and click Synchronize with Google. Simple CRM group Google Contacts will be sent to Simple CRM and vice-versa