Using desktop Sugar Offline?

Hi there,

We're investigating a specific use case in which our customer's sales force goes to his client's offices and is regularly unable to connect to any network (cellular/wifi...). On site, they need to show sales stats ("you've sold that much of that category") and input orders (complex/configurable products, complex pricing rules, complex document generation). 

We know that the mobile applications have offline capacities, but that customer is reluctant to use tablets or phones for that. And we're not entirely sure that the offline reporting engine will provide the required stats. 

A looong time ago there was an offline client, long gone now. 

Has any of you recently worked on a project like that? What road did you take? 

  • Hi Damien Pochon 

    Yes, several years ago there was a offline client for desktop but it is not available anymore.

    The unique option is to provide either smartphones or tablets to sales force team. But I'm not sure dashboards work on offline mode.


    André Lopes
    Lampada Global
    Skype: andre.lampada
  • I thought so. This particular customer seems relectant (probably because of the investment). I'm also not entirely sure that we could get all logics (claculated fields / BPMs) while in offline mode. And given the complexity of pricing rules, that's probably going to be trouble. 

    Anyone else had a recent experience of that type of project?

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group

  • Calculated fields and BPM processes work great on Mobile even under Offline Mode.

    Specifically for BPM processes they are triggered as soon as data are synched to CRM server.

    Calculated fieds run on the client side (device's app) so not a big deal. A valuable tip regarding calculated field is to make sure all fields in place for a calculation is available in the layout, as hidden fields.

    We had implemented a complex mobile solution for a customer whose pricing rules depend on several variables:

    • Sales Territory (Teams)
    • Currency
    • Quantity for a give Item


    André Lopes
    Lampada Global
    Skype: andre.lampada