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How to Setup CentraHub CRM Mobile Configuration

How to Setup CentraHub CRM Mobile Configuration

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1. Go to settings of CentraHub CRM. Type Mobile in the search box on the left side of the screen.

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2. From the drop-down list of Mobile App, click on Mobile Configuration.

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3. Click on New Mobile Configurations on the Mobile Configurations page.

4. On the New Mobile Configurations window, do the following:

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Field Specification of New Mobile Configuration

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Name

Enter the name of the Mobile CRM application.

Select Role

Select the role from the drop-down list.

Description

Add a description related to mobile CRM.

Active

Select the Active checkbox for activating the mobile application.

Menu:

Drag and drop the modules from the available items to the Menu.

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Layout: Set the layout for modules in Mobile CRM.

  • Select the Page Layout from the drop-down list. [Similarly, you select the Layouts for List, Business Card and Print].
  • Select the Landing Screen of Mobile CRM from the drop-down list of Home Page view.
  • Select the dashboard type to display on the Mobile CRM screen.
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Mobile Preview:You can view how the CRM Screen looks on Mobile.

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5. Click Finish.

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