CRM Business Suites - what is it ?

When we talk about CRM Business Suite apps - we mean our iPad iOS-Applications - CRM Business Notes, CRM Business Deals and CRM Business Mail. They below mentioned application version have all the same Cloud Storage implementation, which we will describe below in detail.

CRM Business Suite - Cloud storage

What is a cloud storage ?

The CRM Business Suite applications provide access to popular cloud storage services - Dropbox, GoogleDrive, Box, and OneDrive - cloud services for managing files on the Internet. The cloud service creates a folder or directory structure, analogous to a file manager. Now you can create your own folders and upload and download files. The directories and file contents are stored on the server usually encrypted with your account password, so that only you have access to it.

Create a cloud storage Account

Before you get one of the Cloud Services in CRM Business Applications running, you must set up an account on the websites of the respective providers. But, that's really easy! All providers also offer a free service that provides between 5GB and 20GB of storage space. The device itself is very simple with all providers and lasts usually a few minutes - you create thereby a user identification (usually your email address) and a password.


Hints !

  • Since the password is of central importance for the encryption of your data on the server, choose a secure password from uppercase and lowercase letters and numbers!
  • Your user ID and password will be needed to log in later in CRM Business Applications!


One of the benefits of cloud services is that it's your personal, encrypted server, controlled only by you!


Important: since the access of CRM Business Applications to your cloud storage is done by an encrypted access code (token) encrypted, neither the applications nor MTbrain iOS Development knows your credentials.


How does Cloud services integrate

All Cloud services  has been integrated in a way that all the upload and download functions are performed asynchronously in the background.


Once started, you can exit the function and perform other things within CRM Business Suite apps (but not leaving the app completely). The Cloud Storage features operates reliably in the background without to interfering your other activities. This works even if you start another app - then CRM Business Suite app are running for about 6-9 minutes before the background functions ended. 


Prepare cloud storage functionality


The integration of the Cloud Services into CRM Business Applications starts with the Authentification process of the respective Cloud Storage Provider.  This authentification happens only once - later on you will be connected automatically.



Usage of Cloud Services

On initialisation & connection the CRM Business Suite app creates the following folders within your Cloud Storage directory:


  • CRM Business xxxxx
    • Archive
    • Backup
    • Import
    • Report



These standard folders are critical for internal app processes. Renaming or Deletion of that folders is not allowed and may result in serious malfunctions !



is a System folder where archived (removed) documents were saved. Never change the folder content manually from outside.



is System folder where Database backups were saved in a protected format.  The function 'Data Exchange' works with the content of this folder. Never change the folder content manually from outside.


The last both (Import and Reports) are user's folders. If you don't decide other, this standard folders are used.



This is a users folder. The Import-Function of CRM Business Suite apps for images, office files, CSV-Importfiles, PDF-Files utilizes this as a standard import folder. You can put all your import files into this folder from outside.



This is a users folder.Reports of documents/sales orders will be uploaded in this standard folder.



ClouD storage Navigator

For the new Cloud-Storage functionality the well known Filemanager has been extended.


Now local files and your Cloud content will be displayed within one file list - filtered by Toolbox-Button above.


Cloud files are indicated with a Cloud symbol. Pressing this Cloud symbol will download the file and manage all further processes automatically.


You can navigate through your file directories by pressing the Chevron and the Back-Button.