Touch CRM for Deltek Vision 1.1.0
Device: iOS Universal
Category: Business
Price: Free, Version: 1.0.3 -> 1.1.0 (iTunes)
Description:Touch CRM for Deltek Vision Deltek, Inc. To increase productivity & profitability, knowledge needs to be in the hands of those who need it most – when they need it most. Deltek Vision CRM customers now have access to critical information they need anytime, anywhere with Deltek Touch CRM for Vision. With Touch CRM, calling, emailing or getting directions to a client’s office is as easy as a tap of a finger, allowing business developers to better compete, win and retain clients. This mobile app is ideal for the Vision CRM user who travels or is frequently away from the office. Features:•Look up any contact or client in your Vision database anytime, anywhere•View, add, edit or delete contacts and clients according to your Vision security role•Touch a phone number to make a call or touch an email to start a message•View an address and get directions using your device’s mapping app. •Gain access to the app easily and securely using a 4-digit pin Touch CRM is free of charge to current users of Vision CRM. It is supported on iOS 5.x and 6.x. Your organization’s instance of Vision CRM must be version 6.2 SP2 with the latest hotfix or later and needs to be accessible via the internet. For more information and details on system requirements and known issues, please see KB article # 72783 on Deltek’s customer care web site, https://deltek.custhelp.com. Deltek Touch CRM for Vision utilizes a server-side component that must be installed on your Vision application server. Contact your IT department to ensure this component is in place prior to utilizing this mobile app.To use Deltek Touch CRM for Vision, a user license is required. For more information please visit us at www.deltek.com.
What's New
• Opportunities can now be viewed, edited and created• User defined fields can be exposed within Companies, Contacts and Opportunities• Various bug fixes and interface refinements
Touch CRM for Deltek Vision