USER MANUAL TABLE OF CONTENTS

Introduction ................................................... 1
Benefits of TapCRM ........................................ 1
Prerequisites .................................................. 1
Installation & Configuration ........................... 2
TapCRM Plug-in Installation ........................ 2
Front Side Instructions ................................... 8
Contact Us .................................................... 40

TapCRM
Version: 1.0
SuiteCRM Compatibility
7.4.* to 7.9

Device Compatibility
Android: 4.1 Jellybean and above
iOS: iOS 9.2 and above
USER MANUAL: TapCRM

Introduction
TapCRM from AppJetty is a feature-rich and customizable mobile application for SuiteCRM. Available for
iOS and Android platforms, this app allows role based accessibility to users and also allows admin to
integrate all or selected CRM modules dynamically with the app. The app is equipped with an interactive
dashboard and provides analytical reports and graphical charts for all available CRM data.

Benefits of TapCRM
TapCRM allows your sales team to carry their CRM data in their mobile devices. Mobile CRM opens up
tremendous opportunities for your team and provides benefits like:
 Better Productivity - Your sales team has 24X7 access to CRM data resulting in better productivity
 Data Synchronization - With TapCRM you can integrate your CRM data across all digital devices.
 Better Customer Relationships - TapCRM helps your team handle customer’s complaints anytime,
anywhere as and when they arise. Faster communication leads to enhanced customer satisfaction.
 Better Quality Data - TapCRM allows live data feeding in the CRM system, thus resulting in better
quality data inputs
 Increased CRM Adoption - CRM in the form of a mobile app results in better CRM adoption
amongst the sales team who are always on the move.

Prerequisites
Following points must be followed before starting the plug-in installation:
 You should be able to login as an Administrator in SuiteCRM.
 Check if your SuiteCRM Instance is compatible for TapCRM or not.
 You must have a valid License Key Provided by AppJetty.
 If you are installing TapCRM, then make sure there should not be any older version of SuiteCRM
Employee App already installed in your SuiteCRM. If there is any then you should uninstall that
plug-in first.
 And lastly, install the mobile application on your android smart phone.

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USER MANUAL: TapCRM

Installation & Configuration

TapCRM Plug-in Installation
 To start with the installation, Log-in as Administrator into SuiteCRM.

 Navigate to the Administration page and click on ‘Module Loader’ to install the package.

 Browse the zip file and click on ‘Upload’ button under Module Loader screen. After uploading
package, click on the ‘Install’ button to install the package.

 Click on ‘Commit’ button to finish the installation. After successful installation you can see
‘TapCRM’ Plug-in in Installed plug-in list on Module Loader page.

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USER MANUAL: TapCRM

Activate your plug-in

 On successfully installing the package, you will be redirected to TapCRM Installation Wizard. It
will first check whether your CRM meets all required configurations for TapCRM.

If it meets the requirements then you can go over the next step of configuration.

 Next step is to validate your license and activate your plugin.

 Get the activation key from the Order Confirmation Mail.

OR

 Login to your AppJetty account then go to Downloadable options and copy the activation key for
‘TapCRM’.

 Enter your license activation key for ‘TapCRM’ provided by AppJetty and click on ‘Validate’ button
to validate your license key.
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USER MANUAL: TapCRM

 After the successful validation of license key you can Enable/Disable the plugin. On enabling the
plugin, it will display the list of CRM users. You can add users to the Licensed User panel by clicking
on the right arrow.

 Click on ‘Next’, this will take you to Module Configurations. Here you can select the modules to
be displayed in the app. This will be applicable to all app users.

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USER MANUAL: TapCRM

 Drag and drop the modules from the ‘Enabled Module’ panel to the ‘Disabled Module’ panel to
disable them from the application.

Notification Configuration

 Click on ‘Notification Configuration’ tab. Here you can enable notifications for record creation,
modification and assignment in the modules.

 Click on ‘Next’. You will find two options: Mobile Layout Configuration and User Manual. To
configure the Mobile layout click on ‘Mobile Layout Configuration’.

 First and foremost, select the module from the drop down list. This list will include only the
modules selected in user accessibility section.

 Here you can select the fields to be displayed for three views: Edit, Detail and list with respect to
the above selected module.

 Drag and drop the fields in right pane which you would like to display in the app.

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USER MANUAL: TapCRM

Note: By default ‘Default’ group will be assigned to a newly created contact record.

 Click on Finish button and you will be redirected to the Administrator Page. You can see the
admin panel has one more panel added for TapCRM.

 Now, you need to repair your SuiteCRM Instance. For that go to Administration page and click on
‘Repair’ link, then click on ‘Quick Repair and Rebuild’ link.

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USER MANUAL: TapCRM

Role Based Access and Team Field Management

 Create and manage teams and roles, including module and field level access. To manage roles
navigate to ‘Role Management’ from Administrator page

 Create roles and assign field level access to users. To change the value in a cell, double click on the
cell and choose a value from the dropdown.

 Click on ‘Save’ button to save the changes.

 Modules in the app will be loaded according roles assigned to the user and also the field level
accessibility to edit, view; delete etc. will be as per the values selected for the role.

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USER MANUAL: TapCRM

Front Side Instructions

Login:
 Download and install the mobile app on your phone.

 Enter your SuiteCRM instance URL to which you want to connect and tap on ‘Continue’.

 Now enter your SuiteCRM Username and Password and tap on ‘LOG IN’.

Forgot Password:

 To retrieve your password, tap on ‘Forgot?” option, enter your email ID and submit. Your will
receive your password on your mail ID.

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USER MANUAL: TapCRM

Dashboard:

 Access all important modules from the dashboard like your Recent Records, Activities for the day,
app settings etc.

Quick Create:

 Quickly create records in a module from the dashboard using ‘Quick Create’ option.

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USER MANUAL: TapCRM

General Settings:

 Configure your app settings directly from the dashboard or navigate through the main menu.

 Set pagination limit, enable offline sync feature and select modules to be displayed in the main
menu and quick create menu.

LDAP

 TapCRM now also supports LDAP authentication of SuiteCRM increasing its password
management ability.

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USER MANUAL: TapCRM

Main Menu Configuration:

 Enable modules you wish to display in the main menu or drag and drop them to set their priority
and save your selection.

Quick Create Menu Configuration:

 Enable modules you wish to display in the quick create menu or drag and drop them to set their
priority and save your selection.

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USER MANUAL: TapCRM

Main Menu:

 Access all SuiteCRM modules enabled from the backend for the application from the main menu.

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USER MANUAL: TapCRM

View Profile:

 View or Edit your profile information from the dashboard shortcut or access your profile from the
main menu.

Edit Profile:

 Edit your profile or change your login password from the application.

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USER MANUAL: TapCRM

Module List View:

 Navigate to any of the SuiteCRM module from the main menu, the layout will be reflected as
configured by you. You can add, update, delete or search records as per the accessibility.

 You can all filter out the records to display your own records.

Filter Records:

 Tap on the filter icon to filter your own records, all records, your favorite records or offline
records.

 You can also create your own custom criteria to filter records. To create your own filter tap on
Create New Filter option.

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USER MANUAL: TapCRM

Module Detail View:

 Tap on any of the record from the list view and view all the details of that record.

 You can edit the record or duplicate it, make a call, send SMS, convert a lead, email or locate the
address of the prospect on map, based on the fields in the module.

Related Module View (Birds Eye View):

 View modules related to a record from the detail view. Press on the ‘Related’ tab in the detail
view of a record and view list of modules related to it. Press on any of the module from the list to
view the related records.

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USER MANUAL: TapCRM

Activity Stream:

 Get real-time updates on changes made to the records, new posts, comments and previews added
to the posts. Track the most recent updates across the entire organization.

 To add a global comment tap on the plus icon. You can @ mention a CRM and also # tag a CRM
record.

 To view record level activity stream navigate to the detail view of record and tap on the Activity
Stream tab.

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USER MANUAL: TapCRM

Add New Record:

 Create a new record from the list view of a module. Tap on the ‘Create’ icon on the list view to
create a new record in that module.

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USER MANUAL: TapCRM

Global Search:

 Search across any modules in SuiteCRM and obtain results at one place.

 To search any record tap on the Global Search Bar and enter the search keywords. Based on the
keywords the search results will be displayed module-wise.

 You can also filter the modules from which you want to fetch the records.

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USER MANUAL: TapCRM

Nearby Search:

 To search records near you, navigate to that module and click on the Map icon on the top right
corner.

 Define the radius in Miles or Kilometers. Records falling under that radius will be displayed in Map.
Tap on a pin to display details of that record.

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USER MANUAL: TapCRM

Attachments:

 You can attach a file either in Notes or in Documents module. To attach a file navigate to any of
these module and tap on the attach icon.

 You can attach a voice note, capture live image as attachment, choose a file from gallery, get
electronic signature or attach a document from your device. This will also reflect in CRM as an
attachment.

Note: Attachments is currently not supported in iOS.

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USER MANUAL: TapCRM

Lead Conversion:

 As your Leads become matured convert them into Contacts, Accounts or Opportunities.

 To convert a lead tap on ‘Convert’ icon in the quick actions menu from the Detail view of Lead
Module.

 Select the module to which you want to convert the Lead and tap on ‘Save’.

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USER MANUAL: TapCRM

Import Contacts:

 Import your phone contacts to SuiteCRM and create a new contact in just a few taps.

 To import a contact navigate to the Contacts module and tap on the quick create button. Choose
‘Import Contact’ option and a list of your phone contacts will be displayed. Select the contact you
wish to import.

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USER MANUAL: TapCRM

Set Reminders, Add Invitees:

 You can set reminders for activities and add invitees while you create an event. To add invitees
while creating an activity tap on the plus icon and select attendees from Users, contacts or Leads
module. A meeting invite will be sent to the selected invitees

 To set reminder select your preferred time from the Email Reminder pop-up. You will receive an
email reminder prior to that event.

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USER MANUAL: TapCRM

Mass Update Records:

 To mass update records in a module, navigate to that module and tap on the more options icon on
the top right corner of the screen.

 Choose ‘Mass Update’ option from the list to enable selection checkboxes. Select records from
the list view which needs to be updated and tap ion ‘Edit’ button.

 This will take you to the mass update screen. Edit the fields as per your requirement and tap on
‘Save’ button.

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USER MANUAL: TapCRM

Mass Delete Records:

 To mass delete records in a module, navigate to that module and tap on the more options icon on
the top right corner of the screen.

 Choose ‘Mass Delete’ option from the list to enable selection checkboxes. Select records from the
list view which needs to be deleted and tap ion ‘Delete’ button.

 This will bring up a pop-up to confirm deletion of records. Tap on ‘YES’ to delete selected records.

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USER MANUAL: TapCRM

Export CSV:

 To Export records from a module in CSV format, navigate to that module and tap on the more
options icon on the top right corner of the screen.

 Choose ‘Export’ option from the list. This will export the records into a CSV file and bring up a pop-
up to open the exported file. Tap on ‘YES’ to open the file.

 View exported file with all information about the records in a CSV sheet.

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USER MANUAL: TapCRM

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USER MANUAL: TapCRM

Today’ Activities:

 View all your activities i.e. calls, tasks and meetings from one place.

Configure Today’s Activities:

 To configure the activities, tap on the settings icon. You can drag and drop an activity to set its
priority in the list; you can also enable/disable an activity from the list.

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USER MANUAL: TapCRM

Recent Records:

 View module-wise list of records that you have created recently.

Configure Recent Records:

 To configure the recent records, tap on the settings icon. You can drag and drop a module to set
its priority in the list; you can also enable/disable a module from the list.

Note: Maximum 5 modules can be selected for viewing recent records

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USER MANUAL: TapCRM

Recently Viewed Records:

 View module-wise list of records that you have viewed recently and avoid navigating to the
modules again and again.

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USER MANUAL: TapCRM

Analytical Charts:

 View analytical charts with SuiteCRM Reports. View charts with your own records or for all
records.

You can view the following analytical charts:

 Outcome by month
 Opportunities by lead source, Opportunities by sales stage
 Sales Pipeline
 Campaign ROI

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USER MANUAL: TapCRM

SuiteCRM Report module support:

 To view SuiteCRM reports navigate to the ‘Reports’ module from the main menu.

 You can view all the reports in graphical charts format or in tabular format.

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USER MANUAL: TapCRM

 You can also download report as a PDF. To download a report, tap on download icon on the top
right corner of the app.

 This will download a PDF version of the report and bring up a pop-up to open the downloaded file.
tap on ‘OPEN’ to open the file.

Note: Currently iOS version does not support downloads.

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USER MANUAL: TapCRM

Log Calls:

 After receiving a call a dialog will appear which contains a list of contacts from the CRM which has
the same number.

 To log the call select a contact from the list. This will create a new record in the calls module.

Note: Call logging is currently not supported in iOS.

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USER MANUAL: TapCRM

Calendar Timeline View:

 View all your activities for the day in the timeline view. Tap on the ‘Create’ button to add an
activity for the day.

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USER MANUAL: TapCRM

Calendar Month View:

 You can also view all your activities for a month in the calendar view. Tap on the ‘Create’ button
to add an activity or select any date to view the details of activities scheduled for that day.

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USER MANUAL: TapCRM

Multi Language:

 With the multi-language support, view the Application in your preferred language. TapCRM
supports all languages supported by SuiteCRM. You could also add a language pack to match your
requirements.

 To select your preferred language navigate to ‘Settings’ and select the language from the
Dropdown menu. Your app will be reloaded and on login it will set the language you have chosen.

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USER MANUAL: TapCRM

Layout Sync:

 If you make any changes to the layout of any module from the backend then you must sync the
layout to reflect those changes in the application.

 You can either sync layout for all modules together by taping on ‘Sync All’ button or sync
individual module.

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USER MANUAL: TapCRM

Offline Sync Monitor:

 You can go offline whenever you want, add records in offline mode and sync them when you get
connected to the internet.

 You can sync all offline records together in one go or sync them based on modules. Also view the
stats of records being synced online.

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USER MANUAL: TapCRM

Contact Us
We simplify your business, offer unique business solution in digital web and IT landscapes.

Live Chat Tickets

 Get instant support with our Live Chat.  Raise tickets for your specific question!

 Visit our product page at:  Send an email to support@appjetty.com Or

https://www.appjetty.com/crm-mobile- you can login to your account @
apps.htm and click on the Live Chat button for www.appjetty.com and click on My Support
instant support. Tickets on your account dashboard, to get
answers to your specific questions.

Customization:
If you would like to customize or discuss about additional feature for TapCRM, please write to
sales@appjetty.com

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