There are 2 methods for accessing your EagleCRM contacts on your mobile device.
Using the Eagle CRM mobile app, which allows you to then call any contact from the app using your phone. For more information please refer to the below articles:
Adding a CardDAV account to your mobile device's settings, allowing you to sync your mobile device with your EagleCRM contacts. Please read on for instructions on how to set this up.
Before Getting Started
Before you begin, ensure that you have selected some of the contacts you want to sync with your phone. This will help you verify the success of the setup process. To do this, navigate to the desired contacts and press the designated button:
You can perform this action either on the individual contact page or on the contact listing page by clicking the little phone icon.
A green icon signifies that the contact will be synced to your phone, while a grey icon indicates that the contact will not be available on your phone.
Please note that this feature has a limitation of 2000 contacts. If you have more than 2000 contacts, only the most recent 2000 contacts will be synchronized.
Set Up for Android
Step 1
Unlock your phone and select the "Play Store" icon.
Step 2
Search "Carddav Sync"
Step 3
Select "CardDAV-Sync"
Step 4
Purchase and install the CardDAV-Sync app.
Step 5
Select the "ACCEPT" button when prompted, as the app will need to have permission to access your contacts.
Step 6
Open the CardDav-Sync app by clicking the "OPEN" button.
Step 7
Select "CardDAV" from the list of account types.
Step 8
Enter "www.eagleagent.com.au" in the "Server name or URL" field.
Make sure "Use SSL" is ticked.
Enter your Eagle email address and password. The same details you log into Eagle with.
Click "Next".
Step 9
Enter "Eagle" for the account name and click finish.
Step 10
Scroll down and click "Done".
Android Manual Synchronization
Step 1
Go to the "CardDAV-Sync" app.
Step 2
Select the word "Eagle".
Step 3
Select the vertical dots at the top right-hand side of the screen.
Step 4
Select "Sync now".
Set Up for iOS (iPhone, iPad)
Step 1
Go to the "Settings" app.
Step 2
Select "Contacts"
Step 3
Select "Accounts"
Step 4
Select "Add Account"
Step 5
Select "Other"
Step 5
Select "Add CardDAV Account" under the "Contacts" section.
Step 6
Fill in the form displayed.
In the "Server" field, enter "https://www.eagleagent.com.au/carddav".
In the Username and Password fields, enter your Eagle email address and password.
In the description, enter "Eagle", then click "Next".
Step 7
Now, head to the "Contacts" app.
Step 8
Select "Groups" (this may take a few seconds to appear).
Step 9
Ensure that "All Eagle" is checked. Click "Done" to return to your contacts. You should now see your selected Eagle contacts on your device and now be able to see your selected contacts on the main contacts screen.
iOS Manual Synchronization
Drag down on the contact listing screen to refresh and manually synchronize with your Eagle contacts.
We are here to help
If you need additional help with this, please get in touch with our Eagle Support Team by phone at (03) 9016 0444 or by email at [email protected]