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CRM.COM offers a pre-built contact app that can be branded by the business and published on the App Store and Play Store for their contacts to use. The app includes various features and functionalities, many of which can be enabled or disabled from the CRM.COM back-end system by the business user.

Preparing the app for publishing requires following a procedure, and this document will walk you through the whole process step-by-step. The business user can complete some of the steps, and others need to be managed by CRM.COM.

Here’s a brief overview of the steps involved:

  • A business user creates and configures the application via the CRM.COM back-end system and notifies CRM.COM that they wish to publish the app.

  • CRM.COM provides the app for review.

  • The business provides CRM.COM with the necessary information to submit the app to the stores for approval.

  • CRM.COM submits the app to the stores.

  • The app is released in the stores and is available for download.

Let’s Get Started

Step 1 - Create the Application

Create the application and configure some settings, select additional functions. [link to Application Configuration doc]

Step 2 - Request to Publish the App

Once you're satisfied with your app's configuration, the next step is to notify CRM.COM that you're ready to publish the app. To do this, click the Request to Publish button on your app's data screen. This will send us a notification to prepare a version of your app for review. Please note that the app will not be submitted to the stores at this stage; that will only happen once you give us final approval (see Step 4).

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We will need some more information from you to help us build your app and forward it to you for review. You can send the below to support@crm.com:

  1. A splash screen, this is the animation displayed on the screen while the app is loading and will appear only for a few seconds. If you're unable to provide a splash screen immediately, a default splash screen will be used, which can be replaced later. However, replacing it later will require rebuilding the app and could incur additional costs.

  2. For the iOS version of the app:

    1. Provide the following for a maximum of 2 devices:

      • The phone's UDID (instructions provided below).

      • A Gmail address.

    2. Download the TestFlight app on your iPhone.

    3. You will receive an email invitation to review your app on TestFlight.

  3. For Android phones, no additional steps are required, we will provide you with an .apk file of the app to download and review.

Steps to Obtain the UDID for iOS:

  1. Open https://get.udid.io/ in Safari on your iPhone.

  2. Click the green button labelled Tap to find UDID.

  3. In the pop-up, click Allow.

  4. Once the profile is downloaded, click Close on the confirmation pop-up.

  5. Go to your phone's Settings.

  6. Tap on Profile Downloaded.

  7. Click the Install button at the top right of the screen.

  8. Safari will automatically open and display the UDID number.

Step 3 - Review the App

You will receive an Android version of the app, as well as an iOS version (if you've provided one or more UDIDs). This is a great opportunity to revisit the application settings and explore additional options, or configure new features like Donations or Promotions to see how they appear in the app. If you make any changes through the back-end system, be sure to save them, then close and relaunch the app to see the updated settings applied.

Step 4 - Submit to the Stores

When you are satisfied with your app and ready to publish it, you will need to give us some extra details so we can submit the app for you to the Play Store and the App Store.

Download and carefully read this document . Once you have completed it, send it back to us at support@crm.com and we will take care of the rest.

Please keep in mind that it typically takes the stores 2-4 days to respond, though the timeframe can occasionally be shorter or longer.

Step 5 - Ready to Go

When the app is approved, we will notify you, and upon your instructions, we will release the app to the stores. Your app will now be available on the Stores for users to download.

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