FIVE CRM have started the development of a native Mobile App, initially for Android.
The app includes a secure logon process - with the option of two-factor authentication. Admin Users are also able to see who is logged in to the mobile app in the normal User Profile screen of the system.
The app itself is provided free of charge and users do not need an additional licence to use it. However, anyone logging in will be using a standard licence for FIVE CRM.
In this version users will be able to:
• | Change Area |
• | View a list of reports that they are allowed to see |
• | Run any of those reports to screen |
• | The reports are shown in grid format that is scrollable sideways and up/down |
• | Clicking on a line shows a popup of all the fields on the selected row |
• | View dashboards that they are allowed to see |
Note that the theme colour and logo for the selected area are respected.
The mobile session timeout (similar to the user inactivity timeout for the system) can be configured under About > Global Configuration within the system.
To use the FIVE CRM Mobile App you will need to download it from the app store. Once downloaded open it and you will be presented with the login page.
You will need to enter your username and password that you use to log into FIVE CRM normally. You will also need to enter the Server and Serial, these can be found by logging normally and going to Menu > About > System Information. Once the Server and Serial have been added these will be saved and remembered, your username and password will not be remembered however.
Once logged in you will be taken to the Homepage where you will see the area you are currently in and a Menu option in the top left corner.
When the Menu is open you have the following options:
Home - This will take you back to the initial screen.
Dashboards - In here you will see a list of your allowable dashboards and icons under the dashboard name. This will also show you how many reports are inside, along with what type of display they have (table, bar charts etc). If the dashboard is empty this will be shown on the view.
To look at a dashboard simply click the name for it to open. You will be able to scroll through the reports (side to side) and look at the results.
If you have a report that requires a date range to be entered you will see a calendar icon in the top right corner which can be selected.
To refresh the dashboard screen simply drag down the top of the page.
Reports - This will take you to the Reporting page where you can see a list of all the folders/reports you have access to. You can search for a report name at the top and select the folder name as normal to open it.
Clicking on a report name will load the results.
On the results page you can click the back arrow to return to the list of folders.
You will see a total for the number of results in the top left corner.
There will be 2 icons in the top right corner, one to view the results as normal (depending on the report style) and the other to view the results in a graph. There are a number of graph options you can choose from.
Clicking on a result line shows a popup of all the fields on the selected row.
You can also enter a date range if your report has date parameters included.
About - This will show you what version of the app you are on, what Server and Serial you have saved along with a link to our website and the terms & conditions
Logout - This will log you out of the Mobile App
Change Area - This will allow you to change between the Database Areas your User Profile has access to.
