Yathit commented Sep 7, 2018

Hi, sorry about the problem. It looks like you did not give permission to host permission. Could you try different browser with newly install Yathit Chrome Extension and give the permission.

We will think about requiring host permission before moving forward, rather then proxy server return 418.

Yathit commented Sep 23, 2019

Self signed certificated is supported now since version 4.26.5 of Yathit Mobile App.

Yathit commented Sep 21, 2019

If you have Handshake error, check your cipher suite support TLS 1.3. Check your SSL quality with SSL Lab test.

Yathit commented Aug 13, 2019

Some internal enterprise CRM instance use self-signed certificate. Yathit mobile app will not work with self-signed certificates. However Yathit mobile apps (iOS and Android) trust user-added CAs for all secure connections.

Alternatively, you may purchase Yathit custom mobile app to support self-signed certificate. A custom mobile app can be configured to trust self-signed certificate.

Yathit commented Jul 16, 2019

Yathit mobile app can use all modules including custom modules. Use drawer menu to change module by selecting the module labels on the drawer menu items. To show or hide these module label listing, click 'CUSTOMIZE MODULES' flat button below the list.

module

In the customize module page, it show all modules visible to you. Depending on your access right as configured by your CRM admin, you may have not have read or write permission to specific module.

To limit access to certain modules, ask your CRM admin to change access right.

You may want to use Yathit Custom App for better control and pre-configuration.

Yathit commented Jun 11, 2019

For reporting Yathit Chrome Extension bug, it is the most useful for us if you could send us via Feedback panel with html attached. See below:

centered-image

To send bug report, click 'Feedback' button on the lower end of the extension. Change to 'Bug Report' and ensure 'html' attachment is checked. Click 'Submit' to submit the bug report.

Yathit commented Jun 8, 2019

By default, Yathit is enable only for one Gmail account. You will see the following message

centered-image

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.

centered-image

Yathit commented Oct 5, 2015

Advance UI

SugarCRM/SuiteCRM developers and administrators love working with this versatile software! The software’s wide usage, source code availability and upgrades place SugarCRM professionals in high demand and present many opportunities to customize the software. Unfortunately, there is a dark side to our professional niche. Too often, updates and fixes are hard to execute, especially when multiple modifications are involved. Server side changes involving PHP tend slow the server down and rarely achieve the UI design goals.

There are many adverse scenarios where SugarCRM redesign is simply impossible to accomplish on the back end. Mediocre Google App integration, stalling updates, issues with security fixes and poorly designed UI are just some of the problems. What a nightmare! Fortunately, we offer a great front-end solution to these problems – Yathit Chrome Extension. This Chrome extension makes updates easy, UI design more responsive and it does not involve server manipulations. In this article, we will discuss Yathit advantages in detail.

As the modern businesses continue to demand better technology and hyper customization, SugarCRM users desire an ability to customize user interface and redesign it to fit their business needs. At this time, most of the SugarCRM development and upgrades are happening on the client side. On one hand, it makes the developers’ job much easier as a professional with advanced HTML/CSS and Javascript skills can make necessary UI changes as the software supports CSS style sheets. In addition, Ajax UI can be successfully utilized to redesign the UI.

However, the design changes become more difficult when the user interface is being supported by back-end PHP. Very often, it becomes difficult to make major design changes, as PHP’s purpose is mostly workflow processes and logic. Resulting PHP changes may not fit the server’s capacity and frequently result in substandard UI design as well as server slowdown (these variances are prevalent in Sugar 5.x era). In addition, color scheme changes and changes in header or Sugar Sidebar become problematic. Even Ajax UI may not be a good solution in every case - especially for design changes in Sugar 6.5, where the amended UI often underperforms in search queries and email management. As you can see, it is nearly impossible to get an exact look and feel for your UI, when server modifications are involved.

Many developers are also having issues with deployment of custom modules. In some cases, the issues related to the deployment are limited to error messages. In other cases, more serious deployment tool problems occur and require specific development changes, such as clearing out caches, editing upgrade history tables and more complex database manipulations.

A Chrome browser extension Yathit can be a good front-end solution to the SugarCRM UI re-design problems we just discussed. The extension can be easily integrated and customized to fit the business requirements. The core of Yathit browser enables a fast response query, which makes writing of a custom back-end PHP code unnecessary.

Yathit powers a highly effective lead management system by searching emails for relevant information through the company’s Gmail. Other important features include:

  • Quick record creation and retrieval.
  • Contextual info: recognizes the contact and provides status of the relationship
  • Email template: mail merges with Sugar email
  • Sync contact/calendar: automatically synchronizes Google calendar with Sugar records. There are existing solution for synchronizing contacts and calendar, such as an RT Gsync add on.
  • Email tracking: shows when a customer opened an email. Again, there are existing solutions to track and improve email experience, but Yathit is much easier and safer to install
  • Social insight: automatically provides fresh intel for leads and contacts

Yathit extension offers an effective solution to the design problems experienced by SugarCRM developers and admins. Its simplicity and effectiveness will help the admins save hours of installation time and thousands of dollars for their companies. Besides the obvious savings and helping the admins to avoid frustration, this extension provides automated sales tools and customer management solutions. Yathit will help you keep clients engaged and make your firm’s relationship with them more profitable.

Yathit commented May 17, 2019

�� Yathit is different approach to Appjetty in that Yathit focus on out-of-the-box User experience while appjetty offer more control by Management.

Yathit commented May 8, 2019

Please contact us via support email to troubleshoot the problem. You may also want to check out Email archiving feature.

Yathit commented Apr 14, 2019

You can use CRM server serving from your localhost as long is it is reachable from your mobile phone browser.

Use ipconfig (for Window) or ifconfig for Unix like system to get your local ip. In your mobile browser, check URL of the CRM with local ip such as http://192.168.0.162/sugarcrm/ where localhost is substitute with ip. You may also want to change CRM url in admin panel as well.

If it is working in browser, you can enter the URL in the app.

Yathit commented Mar 7, 2019

SugarCRM announced today Mar 7, 2018 to their partners that SugarCRM buy out Collabspot. The announcement read:

Dear Partner,

We’re excited to announce that Collabspot is now part of SugarCRM.

For years, Collabspot has provided a simple yet powerful way to bridge the gap between Sugar and Gmail. It’s helped Sugar users to be more productive and efficient in their day-to-day life of selling, servicing and generally engaging with their customers. It brings key information from Sugar right into your inbox giving all customer-facing professionals better context for every customer interaction. It allows for convenient creation and editing of new Sugar records, a wealth of nifty tools like email tracking, delayed sending of emails and so much more.

Collabspot is on an exciting trajectory. Here at SugarCRM, we have a big vision for how G Suite and Office365 can further enhance the Sugar experience for our customers. With our continued investment in this area, we’re excited to take the Sugar experience to the another level.

If you have any questions, please don’t hesitate to reach out to partner_advisory@sugarcrm.com.

Best, Patrick Pahl VP Sales and Channel Operations

Naturally, this lead to question about whether, Collabspot will continue to support for community Sugar fork version. Yathit, as a leading SuiteCRM Chrome Extension provider, we will make more effort to work better with community version of Sugar fork.

Yathit commented Feb 21, 2019

By default Gmail Addon Panel appear on right side of desktop browser. On Gmail mobile app, it is appear at the bottom of message.

If Gmail Addon Panel does not appear on your Gmail, your G-Suite admin disable the feature. Ask your G-Suite admin to enable Gmail Addon.

Yathit commented Feb 14, 2019

From the side bar drawer, go to Setting screen and then select Sugar Setting. In the Sugar Setting screen, click logout.

width466

After logout, you can login with another CRM portal URL.

Yathit commented Feb 10, 2019

It is not. Use Gmail mobile app to use Yathit For Sugar Gmail addon.

All desktop browsers support Gmail Addon.

Yathit commented Feb 10, 2019

Does Yathit For Sugar Gmail addon appear in mobile browser?

Yathit commented Jan 30, 2019

Guest post by Code

Everyone knows that one phone call can be the difference between a huge sale and missing your quarterly sales goals. However, sales professionals today are required to juggle dozens of potential clients, increasing the odds that one will slip through the cracks.

Customer Relationship Management software helps salespeople keep track of their prospective buyers and helps seal the deal with easy interaction tracking. Today, salespeople on the go have to wait until they’re back in their office to update their records, increasing the chances for a costly mistake.

CRM apps allow your salespeople to log their interactions wherever they are and make call tracking easy and fast. This list was created to help you evaluate a few of the best CRM applications. We've broken them down by their quality, user experience, and value so that you can find the one that’s right for your company.

QuickCRM

We’re going to start with Quick CRM, as it’s the app most salespeople know. With more than 10,000 installs on the Google Play Store, it’s the frontrunner in the mobile CRM experience.

right-float-imageQuickCRM operates on a freemium model and provides mobile access to your SugarCRM CE or SuiteCRM data. With the free version, you can place calls through the app and log them in your CRM database, as well as keep track of meetings and calls on the included calendar. You can also copy contacts from your phone to your CRM software, and sort those contacts based on their geographical location.

The paid version starts at €300 for up to five users and comes with customer support, free updates, and several features not found in the free app. The paid version allows salespeople to use the app offline, create custom modules and fields from their phone, and save searches for easy future reference. It also automatically logs calls to contacts in your CRM, ensuring your data is always up to date.

QuickCRM is the market leader because it comes with the most features. That’s a big part of the reason that it’s so popular.

You can start multiple SuiteCRM instances at once with this app, which multitaskers will love. This app also gives you the ability to generate PDF quotes right from your phone. That way, you can strike while the iron is hot without having to get back to your computer.

However, this isn’t an app without flaw, which is why we think some companies will be better off with other apps on our list. QuickCRM generally works well, but it suffers from an aging user interface, and it’s overdue for a refresh.

While most basic functions are available from the home screen, most advanced features, like customizing searches, requires you to dig through a slew of submenus. There’s also no way to change the font size, which runs towards the small side. The transition between offline and online operation can also be very slow and gets much worse when the local internet speeds aren’t the best.

If you know your salesforce needs more features, QuickCRM is still the way to go. However, this app is sloppy around the edges, despite its premium price, which would suggest a cleaner experience.

Yathit

The first thing you need to know about Yathit Mobile App is it use standard SugarCRM REST API and doesn’t require a server-side plugin. That’s part of the reason that Yathit is great for small companies with just a few salespeople. It costs $5 per person per month, which means it's the second-cheapest app for companies who need 20 or fewer installs. If you don't need the full features and are willing to put up with ads, you can use it for free.

left-float-imageHowever, you get the best experience from the paid tiers, and given the price, it’s worth trying out even if you’re not sure you want to commit long-term. While FyNCRM is less expensive, it's not the best-made app out there, so if you're looking for an app that strikes a nice balance between value and performance, you would like Yathit.

Yathit is clearly designed with sales professionals in mind. Unlike the other apps on this list, it transitions seamlessly between offline and online mode. Since it doesn’t ever require a server-side install, you’ll be able to get started with it faster than you would with other apps.

Yathit has a clean, straightforward design, so it feels modern in a way that many of the apps on this list don’t. It’s easy to find what you’re looking for when using this app, and you won’t spend a lot of time digging through submenus. It’s also well-optimized, running quickly on most devices. Its search is robust, and it allows for custom filters, which you can save for future reference. The only thing we really don’t like about Yathit is that it’s sometimes buggy. It’s the newest app on this list, so that’s to be expected. However, it does receive frequent updates, and we expect it to continue to improve in the future.

Yathit is a great financial choice for small companies, but it becomes much less price competitive at about 20 users. If you have more than 20 salespeople or plan on expanding your team in the future, you’ll probably need to use a different app. While Yathit isn’t a perfect app, it is clearly designed by people with experience in sales, and its price makes it a good choice for small businesses.

TapCRM

TapCRM is another app with a great-looking user interface. It’s intuitive, clean, and modern, so your sales force should pick it up quickly. It comes with a few unique features, including the ability to see your prospects on a map and check the local weather at their location. It also comes with the most robust visualization features among any of the apps on our list.

right-float-image If you’re a fan of using analytics to improve your sales processes, you’ll like TapCRM. Another unique feature is the ability to check into and out of a meeting with a single tap. The location and duration will be logged, giving you even more data to play with. The offline mode works well, and many users report that the transition is seamless, or close enough to it to be not noticeable.

Many salespeople also like the email integration. You can compose entirely new emails or use premade templates and send them to your potential clients directly through the app. TapCRM can also schedule emails to be delivered at a specific time, adding a useful level of automation to this app.

However, TapCRM is that it lacks features that come standard in other apps. Chief among these is the ability to view attachments and upload documents within the app. Sure, you can use your email on another app on your phone, but the best CRM apps serve as one-stop shops, and TapCRM doesn’t meet that goal.

It also lacks automatic call logging, which is one of the primary reasons you’d want a CRM app on your phone. You can log calls, but you have to do it manually, which means it’s no better than using CRM software on your computer back at the office. Until it adds that feature, it won’t be as useful as the other apps on our list.

You also have to install a server-side plugin, which adds to its overall inconvenience. Altogether, TapCRM isn't overpriced, but it isn't that great of an app, either. Given its value, many businesses could spend less or more on an app and get better value for their money.

FyNCRM

FyNCRM isn’t the perfect app, but if price is your primary concern, this could be the app for you. It’s the least expensive choice, costing $10 per month for five or fewer users, $20 for up to 50 users, and $40 for unlimited users. You gain some additional features with the higher tiers, as well.

left-float-image So, if you have a lot of salespeople and don’t want to be out hundreds or thousands of dollars a month on your mobile CRM solution, you may be willing to put up with its flaws.

Of course, cheaper options often come with significant downsides. The first thing you’ll notice when you open this app for the first time is that it has a bad-looking user interface. Most of the screens feature a pink-to-purple gradient in the background, which lends a non-professional air to this app.

In many other ways, from the icons to the text spacing, to the way certain text bubbles overlay others, this app looks like an unfinished school project. That's not to say that it doesn't work, but that your salespeople will know that you're handing them a tool that isn't that great before they even start using it.

Looks aren’t everything, however. You still have to install a server-side plugin with this app, so it’s behind Yathit in that avenue. It also lacks automatic call logging and the ability to import contacts from your phone. Like TapCRM, most tasks could be done more easily and more quickly on your computer once you’re back at the office. It’s nice to have easy access to this information in the field, but this isn’t an app on which you’ll want to do real work.

Of course, there are some companies which will like this app based on its lower price. Still, this is a perfect example of “getting what you pay for.” While having access to your CRM data certainly convenient while you’re on the go, it has the potential to expand what you can do and become an essential and productive part of your sales process. Unfortunately, FyNCRM has a long way to go before it becomes that kind of app.

Conclusion

We hope that our reviews have given you a sense of what each CRM application can do for your business. While we don’t know your business and its specific needs, we do have some final general observations about each app and the businesses which they would best serve.

QuickCRM is going to be the best application for people who want to see their salespeople operate in the field with the all the features you expect from the desktop CRM experience. It’s nice to have that flexibility, but it does come at a premium price, making this app better for established companies that don’t mind paying a premium for a good experience.

Yathit strikes a remarkable balance between quality and price. It’s far cheaper than QuickCRM and TapCRM but comes with a modern interface which many users will find easy to use. Even though it could use more bug fixing, small businesses especially will find it to be a great deal. And, since you don't have to install a server-side plugin, it's the fastest app to set up, and there's no way you'll accidentally mess up your CRM install base.

TapCRM lands in a poor place relative to the competition. It runs towards the expensive side, even though it’s not as nice as comparable offerings. While the ability to create and send emails through the app is nice, the lack of automatic call logging is a flaw most companies will notice.

FyNCRM is the discount app in this field. If you really need a mobile CRM solution on the go, you could make do with FyNCRM. It doesn’t look like a professional app, and it doesn’t always work like one, either. It can be frustrating to learn and to use, so expect some pain in the transition when introducing this app. Ultimately, this should only be your go-to app if you can’t justify paying for a better app.

Yathit commented Jan 1, 2019

If it happens, restore the purchase.

Yathit commented Jan 1, 2019

If it happens, restore the purchase.

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.

purchases

To restore purchases, tap overflow menu on the top right and tap 'Restore purchase'.

purchases

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