Frequently Asked Questions

What is CiviMobile?

CiviMobile is a native mobile application for CiviCRM. It is not mobile version of CiviCRM website. This means that you need to install CiviMobile application to your mobile device from Google Play or AppStore. Then CiviMobile will connect to your CiviCRM server so you can continue using your CRM data still benefiting all advantages of mobile device.

Why is it better to use CiviMobile than run CiviCRM on my mobile device?

If you ever tried to run CiviCRM on your smartphone then you should admit that CiviCRM is not adopted for mobile, so it is hardly possible (and sometimes not possible at all) to work with the CRM on the mobile phone. In contrast, CiviMobile is a mobile application which is built for mobile usage and employs all benefits of mobile devices including:

  • UI and functionality are adopted to mobile usage
  • CiviMobile works much faster
  • CiviMobile provides access to specific tools of your mobile device including:
    • navigation
    • one-click phone call
    • QR scanner
  • CiviMobile allows working offline

So, the ideal configuration is to work with CiviCRM on your desktop computer in your office and use CiviMobile outside of the office when traveling, participating in external events, or meeting other.

There are two extensions CiviMobile and CiviMobileAPI. Which one should I use?

Yes, there are two extensions with similar names which may cause confusion. You need to install CiviMobileAPI extension (https://civicrm.org/extensions/civimobileapi), not CiviMobile extension.

What version of CiviCRM is CiviMobile compatible with?

CiviMobile app is compatible with all versions of CiviCRM starting CiviCRM ver 4.7 and higher.

What do I need to do to start using CiviMobile for my CiviCRM?

It very easy to start using CiviMobile application for your CiviCRM. You just need to deploy CiviMobileAPI extension to you CiviCRM server and install CiviMobile app to your mobile device from Google Play or AppStore.

The installation process may differ depending on CMS you use, so we prepared a very detailed guide How to Start with CiviMobile. Please follow the steps and enjoy using CiviMobile for your organization.

I care about my data. How secure is CiviMobile?

1.Logout from mobile
Suppose you lost your mobile phone, where you are authorized in the CiviMobile application, don’t worry. You can logout from CiviMobile application via web version CiviCRM. For this, you need to login into web version, go to your profile. Then, choose CiviMobile menu on your profile and click Logout. After these easy steps, you’ll be logged out from your account in CiviMobile.

2.Two-step authentication
You can use Two-step authentication to improve your security in CiviMobile. It means that a user has to confirm their phone number in the login page. After a user writes a phone number, the system verifies this number and the number from the user profile. If these numbers are the same, the SMS code will be sent to the user phone. If the SMS code is entered right,  the user can login into the application. Please send the request to info@civimobile.org and we will help you to install this functionality.

3.Permission
One of the important security features is permission. For example, if your system has many user roles and each role has unique permission to the system, you need to configure permissions correctly. This is done to ensure that, for example, the user does not have access to certain modules that managers have. The Permission Table helps you to configure permissions.

4.Data storage on the client server

I got “Unknown error” when trying to login

Sometimes you may receive “Unknown Error” message when trying to login to CiviMobile. In most cases this caused by incorrect configuration of CiviMobileAPI extension on CiviCRM server. If you get such message, then:

  • Check that you have proper extension installed at you server. You should install CiviMobileAPI extension (https://civicrm.org/extensions/civimobileapi), not CiviMobile extension
  • If you use WordPress CMS, please make sure you install CiviCRM WP REST API Wrapper plugin for WordPress
  • Check that you specify proper URL in the Website URL filed on the login screen – it should be same URL as you use to login CiviCRM in your web browser
  • Check that you have enough privileges to login – please see Required Permissions

You can find more detailed about CiviMobileAPI extension installation here.

If the error does not disappear then please feel free to contact us by filling issue report form and our specialists we will help you asap.

What languages does CiviMobile support?

As now CiviMobile app supports English, French, German, Spanish, Italian and Dutch. Hungarian and Ukrainian are expected soon.

If you do not see your language yet, you may volunteer to translate the app to your language. Please send the request to info@civimobile.org and we will be glad to provide you files for translations.

What version of iOS/Android do I need in order to use CiviMobile?

You need to have Android version 5.0 or higher. Either you need to have iOS 9.0 or later. Also, you can check this information on Google Play or AppStore.

Can I make my personal version of the mobile app with my organization logo, colors, etc?

Yes, we can build custom mobile application for your organization which will include your organization logo and icon, your organization name for the app, your colors, domain (built-in without possibility to change), your privacy terms. Please send your request to info@civimobile.org

Please create email info@civimobile.org which is forwarded to civicrm@agiliway.com

Add page https://civimobile.org/submit_issue

Error reporting form:

Please complete this form so we can quickly identify and resolve your problem. Please specify as much information as possible including description of stets to reproduce the error and screenshots. If possible, could you please provide test access to your CiviCRM, this will help us much.

  • Requestor name
  • Requestor emails
  • CiviMobile app version
  • Mobile device model
  • Mobile device OS version
  • CiviCRM version
  • CiviMobileAPI extension version
  • CiviCRM CMS (including version)
  • CiviMobile domain URL
  • CiviMobile Test User (optional):
    • Login
    • Password
  • Error Description
  • Attachment

All information should go to info@civimobile.org (and forwarded to civicrm@agiliway.com) and the confirmation email should be sent to the requestor saying that we have received the request and will start working on it soon.

When I try to connect to my CiviCRM website I get “the API extension too old error”

Make sure the extension folder name is com.agiliway.civimobileapi without “-4.0” or “-master” or any other suffix.

About Developer

Agiliway is an expert in software development and consulting services. We are an official partner of CiviCRM and regularly contribute to the community providing top-notch solutions to CiviCRM users.

Developer Contact

US Office: +1 888-218-0246European Office: +38 093-252-2153E-mail: civicrm@agiliway.com Web-site: https://agiliway.com

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