Yathit commented Aug 2, 2020

Sorry, no. Only Gmail or G-Suite account is supported.

Yathit commented Jul 11, 2018

Yathit Chrome Extension has two type of licenses, 1) individual and 2) site license. Individual license activation requires to login to the Chrome extension. Site license activation requires to login to your CRM. See license management for more detail.

You can check these licenses in 'About' panel in chrome extension as shown below.

about panel

In the above example in the screen, site license is activated while no individual license.

Yathit commented Nov 23, 2018

The items you have purchased or subscribed are available when you change phone. You are entitled your purchases as long as you login with your account Google Play Store or App Store in your phone.

However sometime, if you purchases are not available, you may manually restore purchase. To do that open App Drawer Menu to go to App Settings > Premium Features > By Product Item. In the Premium Features page, you will check your purchases.

The item you have purchased are indicate with trophy. Features available to you are highlighted.

To restore purchases, tap overflow menu on the top right and tap 'Restore purchase'. You may also view your entitlements by tapping 'Display entitlements' in the overflow menu.

purchases

Also notice that your active number of purchase items and its available features are also shown in toast message.

Yathit commented Apr 11, 2020

You can quickly swap phone number fields such as mobile phone number and office phone number.

Like so, in record view, long tap the phone number to bring in-line editing. There is a toolbar above the popup virtual keyboard. Tap 'Swap fields' icon button to swap the fields as follow:

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Yathit commented Apr 8, 2020

Yathit Mobile App use dynamic text, which increase or decrease text size base on system wide text size setting.

To adjust text size in Yathit Mobile App, change Text Size in iOS and Font Size in Android.

Yathit commented Feb 29, 2020

[Singapore, Mar 1, 2020] Yathit and diligent technology & business consulting AG today announced a strategic partnership that aims to provide better Corporate Licensing and Custom Mobile App. Yathit is a startup company and very proud to be a partner with diligent, an independent IT-Consultancy and Business Firm which is specialized in supporting clients on their journey to digital transformation. Founded in 2009, the company have supported thousands of customers in various operational and strategic IT projects – and assisted clients in all phase of their businesses, IT, and digital transformation. Today, as diligent continues to meet all the needs of every client, the strategic partnership made with Yathit is expected to address the speeding better up and changing world of SuiteCRM.

Yathit is the first to offer native Android mobile app and iOS mobile app for SuiteCRM. Yathit brings SuiteCRM to a mobile phone, keeping every user in the loop even when out of the office. Yathit mobile app provides convenient access to all SugarCRM/SuiteCRM information, which includes Activities, Leads, Accounts, Contacts, and custom Sugar modules. Yathit mobile app frees users from a heavy and distracting laptop. Thus, with just a smartphone on hand, anyone can have access to the full power of the SuiteCRM database – anytime and anywhere. For all SuiteCRM users, Yathit and diligent’s partnership makes it possible to customize the app exactly the way customers need it.

Yathit solutions are best known for their simple to get started features without needing server-side backend implementation. With this move, diligent will provide the domain knowledge, along with its years of integrating SuiteCRM and sales networks. This partnership means working hand in hand on shared and joint growth plans, marketing activities, and business development to enable both companies to grow and develop a strong bond, provide solutions, and market-leading service for customers.

As a company with a profound dedication to providing a custom mobile app, Yathit is combining strengths with diligent to help transform Yathit into great customer service experience solutions. The Yathit SuiteCRM mobile app is available for both Android and iOS devices. CRM users will enjoy the numerous benefits of the SuiteCRM Custom App, such as preparing for meetings with quick access to contact, account and opportunity information, meetings and log calls, work through the task lists by adding or completing new tasks. Users can get connected to the entire contact list by initiating email, text, or phone call.

Over the past decade, Yathit has been providing better SuiteCRM solutions. Whether customers need assistance or planning to use SuiteCRM mobile app, Yathit and diligent’s partnership embodies the fusion of expertise and years of diligent provision of domain knowledge, SuiteCRM integration as well as sales networks in the industry.

About diligent

diligent technology & business consulting AG is an international Business and IT-Consultancy firm with headquarters in Frankfurt/Germany and offices in Budapest and Milan, serving customers all over Europe.

diligent is the leading SuiteCRM consulting company in German-speaking countries and official SuiteCRM code partner from the very beginning. diligent supports clients from various industries and countries to adapt the software flexibly to their individual needs and requirements and to develop the system further according the given client specifications.

Besides this, diligent also offers SuiteCRM hosting & support as well as different kind of user, admin & developer trainings.

diligent-logo

diligent technology & business consulting AG
Website: https://www.dtbc.eu
Email: info@dtbc.eu

Schumannstraße 41
60325 Frankfurt am Main, Germany
Phone: +49 (69) 1 75 36 60 – 0
Fax: +49 (69) 1 75 36 60 – 99

About Yathit

Yathit specializes in Mobile App, Chrome Extension and Gmail Addon development for SuiteCRM featuring fast modern user experience. Yathit solutions are known for simple to get started without requiring server-side backend implementation. Yathit is based in Singapore and its products and services are used by over 600 small and medium size companies from 19 countries.

logo

Yathit
Website: https://www.yathit.com
Email: info@yathit.com
683A Jurong West Central 1
#09-118 Singapore 641683

Yathit commented Mar 24, 2020

Yathit Mobile App uses CRM subpanel layout metadata from get_module_layout REST API to render related panel.

Please verify that subpanel metadata in the app, as shown in the animated gif. In this example there are many panels to show related fields.

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If the panels list metadata is not empty, but related panel is still empty, please [contact us](mailto: support@yathit.com).

If the panels list metadata is empty, contact your CRM administrator to check subpanel layout is configured to display some related data.

Yathit commented Mar 22, 2020

Instead of importing all CRM contacts to phone, by using CRM contacts as Contact Provider, you can use CRM contact directly in your phone (similar to what WhatsApp, Vibers, does). Will that solve your problem?

Yathit commented Mar 22, 2020

How to import all the customers from iPhone in one time not one by one or how to sync the contact?

Yathit commented Feb 17, 2020

From the drawer menu, navigate to 'Tools' > 'Log Location' to load the Log Location page. Allow location permission if asked for the first time. It will take few second to get best location. You may interrupt the waiting by tapping on the message, in this case approximate location will shown. Move the marker by dragging if necessary to change the location.

You may add related record, log time and message.

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After you log the location, it is appear in Notes module. You can view these log records in CRM as well as in Yathit Mobile App.

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Yathit commented Sep 5, 2018

This is to check that your SugarCRM/SuiteCRM instance is serving to accept external application, like Yathit Mobile App or Chrome Extension.

Yathit Mobile App, as well as Chrome Extension, use SugarCRM REST API. If Yathit mobile could not login, it is very likely that your CRM may have issue serving REST API. Serving REST API requires additional PHP modules, which is not require just for serving Sugar web portal. It is also possible PHP error and warning message are messing up in REST API output.

To check it, use the following REST login as bash shell.

url=https://demo.suiteondemand.com
username='max'
password='max'
# passhash=$(md5 -q -s $password)
passhash=$(echo -n $password | openssl md5 | awk '{print $2}')
# passhash=$(echo -n $password | md5sum | awk '{print $1}')
body="method=login&input_type=JSON&response_type=JSON&rest_data=%7B%22user_auth%22%3A%7B%22user_name%22%3A%22$username%22%2C%22password%22%3A%22$passhash%22%7D%2C%22application_name%22%3A%22Yathit%20test%22%2C%22name_value_list%22%3A%7B%22language%22%3A%22en_us%22%2C%22notifyonsave%22%3A%22false%22%7D%7D"
curl "$url/service/v4_1/rest.php" -H 'Pragma: no-cache' -H 'Content-Type: application/x-www-form-urlencoded' --data $body

Where you will substitute url, username and password. In the above username is 'max' and password is 'max'.

If login success, respond body includes session id as follow:

{"id":"9n8ub14dq63rs232jthe352amo","module_name":"Users","name_value_list":{"user_id":{"name":"user_id","value":"seed_max_id"},"user_name":{"name":"user_name","value":"max"},"user_language":{"name":"user_language","value":"en_us"},"user_currency_id":{"name":"user_currency_id","value":""},"user_is_admin":{"name":"user_is_admin","value":false},"user_default_team_id":{"name":"user_default_team_id","value":null},"user_default_dateformat":{"name":"user_default_dateformat","value":"m\/d\/Y"},"user_default_timeformat":{"name":"user_default_timeformat","value":"H:i"},"user_number_seperator":{"name":"user_number_seperator","value":","},"user_decimal_seperator":{"name":"user_decimal_seperator","value":"."},"mobile_max_list_entries":{"name":"mobile_max_list_entries","value":null},"mobile_max_subpanel_entries":{"name":"mobile_max_subpanel_entries","value":null},"user_currency_name":{"name":"user_currency_name","value":"US Dollar"}}}

otherwise an error message will be return.

{"name":"Invalid Login","number":10,"description":"Login attempt failed please check the username and password"}

In either case, HTTP status code is 200.

Once successful login, you can use the session id to fetch protected resources form your CRM. See SuiteCRM documentation for available REST API methods.

For example, to query CRM metadata,

sessionid=9n8ub14dq63rs232jthe352amo
modulename=Contacts
body="method=get_module_fields&input_type=JSON&response_type=JSON&rest_data=%7B%22session%22%3A%22session%22%2C%22module_name%22%3A%22Contacts%22%7D"
curl "$url/service/v4_1/rest.php" -H 'Pragma: no-cache' -H 'Content-Type: application/x-www-form-urlencoded' --data $body
Yathit commented Feb 26, 2020

Empty login page will be display, when you select 'Add A Sugar Account' in app drawer header menu, so that you can add new CRM URL. The login page will not go away unless you enter a valid CRM URL in the input box. If you do not have another CRM, you can return to old CRM by selecting it on the popup menu beside the input dialog box.

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Yathit commented Jun 8, 2019

By default, Yathit is enable only for one Gmail account. You will see the following message like "Enable only for xxx@gmail.com".

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If you want to use more than on Gmail account, you can enable for all Gmail accounts by checking "Enable in all Gmail accounts" option in "General Preference" panel in Setting tab.

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Yathit commented Feb 20, 2020

Yes, if send from Chrome browser. No, otherwise.

Yathit Chrome Extension can access to currently open email only. So when you send email, for example Mobile phone, Yathit Chrome Extension does not known and will not be archived.

Yathit commented Feb 15, 2020

From the drawer menu, navigate to 'Settings' > 'Sugar Settings'. In the Sugar Settings page, check Site License status.

You may refresh the site license status by tapping on it and then select 'Refresh' on the bottom popup menu.

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Yathit commented Feb 13, 2020

Yes, you can purchase license for all users in your CRM via CRM site license. It is an annual subscription service.

Please request a quotation via web form for pricing.

You may also request trial license via the app using 'Trial Site License Request' button on the 'About' Page.

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Yathit commented Feb 13, 2020

Please request trial license via the app using 'Trial Site License Request' button on the 'About' Page.

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Site License is an annual subscription service for all users in your CRM.

Yathit commented Jan 10, 2020

CRM records (Contacts, Lead, Tasks, etc) are cache automatically base on usage.

You can cached records manually via Offline setting panel. In this case it will cached 2000 records at time. There is not hard limit on number of records cached.

Yathit commented Dec 17, 2019

There is form validation for empty data for required fields. If it is not, please send us support request via the mobile app feedback.

Yathit commented Nov 16, 2019

There is no limit with manual download.