How to Start

It is very easy to start using CiviMobile, just follow these simple steps:

To make your CiviCRM support the mobile app, a special API extension should be installed on the server.

  1. Go to the CiviCRM admin panel and follow the installation instructions listed below (Recommended):
    • Select Administer » System Settings » Extensions
    • Navigate to the Add new tab
    • Click the Download button for CiviMobile extension
    • Click the Enable button
  2. Advanced users can go through the installation process manually:
    • Go to the project root
    • Go to the Extension Directory folder cd sites/default/files/civicrm/ext/
    • Open the Extension repository page https://github.com/agiliway/com.agili… and copy the Source Code (tar.gz) link
    • Download the archive sudo wget . (Also you need install CiviCRM WP REST API Wrapper plugin for WordPress only.)
    • Unpack the archive sudo tar -xvzf vX.X.tar.gz
    • Rename the extension folder sudo mv com.agiliway.civimobileapi-X.X com.agiliway.civimobileapi
    • Go to Administer » System Settings » Extensions and click button Refresh
    • Install the extension
    • Go to Administer » System Settings » Cleanup Caches and Update Paths
    • Clear all caches: press Cleanup Caches

Also you can view video how to install CiviMobile API extension for different CMS (Drupal, Joomla and WordPress):

To verify that appropriate permissions are set in CiviCRM, go to the Permissions page

Install CiviMobile app into your smartphone choosing a “download” option in the App Store or Google Play Market

Open the app on your device and enter the same login information you use for a web version (username and password) and a server domain – a URL you enter to access your CiviCRM system

Enjoy using the mobile app for the best CRM for NGOs and nonprofits

If the admins haven’t installed the CiviMobile API extension yet and you do not have a permission to do this on your own, start your acquaintance with CiviCRM mobile app using our test server and login info so that you use the app like a pro the minute all installation steps are taken.

Download

CiviMobile app is available from App Store / Google Play Market and accessible from your smartphone.

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by CIVIMOBILE SOLUTIONS, LLC