The CiviMobileAPI extension (com.agiliway.civimobileapi) is a CiviCRM component that allows to use a mobile application CiviMobile.

CiviMobile is a native mobile application granting CiviCRM users immediate, secure and high-speed connection to CiviCRM, so that they leverage the combined benefits of the software and their smartphones.

com.agiliway.civimobileapi

  • Graphical Calendar - displays all the schedule information in a graphical calendar on the dashboard

  • Contacts - users can view the list of all contacts in the system, add new contacts and edit contact information. A variety of contact information options is available including several phone numbers, websites, social media profiles, etc.

  • Membership - users can access and renew their membership

  • Contributions - access to the history of all contributions, aggregated total and average payments

  • Relationships - users can create a relationship between oneself and other individuals or organizations and optionally set a start date and end date for the relationship

  • Events & Registration - ability to filter all the available events by type, date or title, check the event description, register yourself or others for the chosen event, view past and future events, share the information about events, and view events’ locations on the map

  • Participants Management & Check-In - ability to view and manage event participants and their statuses. Additionally, a user can use Check-In functionality to mark participants who have attended an event while an built-in QR scanner will make this process fast and reliable 

  • Navigation - users can switch to map navigation to easily find a direction to the location (e.g. a branch office or an event location)

  • Cases - immediate access to cases details; ability to change the status of the case

  • Activities - access user’s activities details; ability to add, edit and assign activities

  • Push-notifications - notifications about the updates in the system are displayed on the dashboard of the mobile phone

  • Working Offline - can work in the offline mode

  • Settings - users can configurate a set of parameters customizing the view and work of the application

  • 4 locales - currently, supports 4 locales: English, German, French and Italian

The CiviMobile application itself can be downloaded from AppStore or Google Play, which should be accessed from the mobile devices of users.

More details about how to start with CiviMobile can be found here.

Requirements

Installation

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

    • Do not worry, it is much easier than it sounds:

      • simply download CiviMobileAPI extension from CiviCRM website.

      • unzip the archive into the folder sites/default/files/civicrm/ext/

      • install it within the CiviCRM Extensions tab of the administration panel: 

        • go to Administer -> System Settings -> Extensions

        • Click on Install button for CiviMobileAPI extension

      • clear the cache: Administer -> System Settings -> Cleanup Caches and Update Paths

  2. Install CiviMobile app into your smartphone from App Store or Google Play Market

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

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

Author: 
Agiliway
Maintainers: 
CMS Compatibility: 
Fully Qualified Name: 
com.agiliway.civimobileapi
Git URL: 
https://lab.civicrm.org/extensions/civimobileapi.git
Current Usage: 
283
Development Status: 
Stable

Releases