How To Start
It is very easy to start using CiviMobile, just follow these simple steps:
1
To make your CiviCRM support the mobile app, a special API extension should be installed on the server.
- Go to the CiviCRM admin panel and follow the installation instructions listed below (Recommended):
- Select “Administer” > “Systems Settings” > “Extensions”
- Navigate to the Add new tab
- Click the “Download” button for CiviMobileAPI extension
- Click the “Enable” button
- 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://lab.civicrm.org/extensions/civim… 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” > “Systems Settings” > “Extensions” and click button “Refresh”
- Install the extension
- Go to “Administer” > “Systems Settings” > “Cleanup Caches and Update Paths”
- Clear all caches: press “Cleanup Caches”
2
To verify that appropriate permissions are set in CiviCRM, go to the Permissions page
3
Install CiviMobile app into your smartphone choosing a “download” option in the App Store or Google Play Market
4
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
5
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, try CiviCRM mobile app using our test server and login info so that the minute all installation steps are taken you’ll use the app like a pro.
