Dragones CRM is a web application supported by every modern browser. You reach it from any desktop or mobile device at the web address of your instance. Every instance has its own dedicated address, whether it runs in the Dragones Software hosted environment or in your company’s datacenter. Connecting from outside your company’s internal network may be restricted by your company’s management.
Start by getting the dedicated web address of your instance from your company’s management, or by emailing [email protected]. Then follow the instructions for your device.
On an iPhone or iPad.
- Open the CRM login page in Safari and tap the share icon in the menu bar.
- Scroll down the list of options and tap Add to Home Screen. If you do not see it, scroll to the bottom of the list, tap Edit Actions, and add Add to Home Screen from there.
The CRM opens from its own icon afterwards, full screen, like any installed app.
On an Android phone or tablet.
- Open the CRM login page in Chrome.
- Tap the three-dot menu at the top right.
- Tap Add to home screen, then Install. On some versions the menu item is already labelled Install app.
On a desktop, in Chrome or Edge.
- Open the CRM login page.
- Look for the install icon at the right end of the address bar and click it. If it is not shown, open the browser menu instead: in Chrome, Cast, save and share, then Install page as app; in Edge, Apps, then Install this site as an app.
- Confirm the install. The CRM gets its own window, taskbar icon and start-menu entry.
The application also has a dark theme, which it keeps when installed this way.