Now You Can Access CiviCRM From Your Mobile Device - CiviMobile

Have you tried using CiviMobile?  I hadn’t - that is, until just last week.  It’s no secret that we are all using our mobile devices more and more, so I was excited to take this new app for a spin.
 
This table summarizes what you can do with CiviMobile:

 

View

Search

Add

Other

Contacts

x

x

X

(do not add phone numbers - there is a bug with this)

Email constituents

Activities

x

x

x

Assign activities to yourself or different users

Events

x

x

 

Register people

Share the event via social media

Cases

x

x

 

Update status

Memberships

x

   

Renew

Contributions

x

     

Relationships

x

 

x

Edit

Notes

x

 

x

Add a privacy setting

 
Here’s a few screenshots from CiviMobile:
Contact screen - allows you to see relationships, memberships, contributions and any notes about this contact.
 
Membership screen - allows you to see details about a particular membership.  It also gives you the opportunity to renew a particular membership.
 
 
Activity Search Screen - allows you to search different activities by activity types, roles, dates, etc.
 
In short, this app can do a fair amount of basic CiviCRM functionality.  For many of you, this will be just enough to make you more productive while you are on the road meeting constituents.  For example, it will give you a better grasp of your constituents’ relationships and contribution and/or membership history.  Furthermore, it will also allow you to use your time more effectively as you can check and update some of  your data even if you’re not in front of your desktop.  
 
If this blog has piqued your interest and you think this might be helpful, the first thing that needs to be installed is the CiviMobileAPI extension.  Once this is installed, you can download the app from either the Apple Store or Google Market.
 
Please send an email to your support email if you would like our help in installing this extension.
 

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