Contact & Activity Manager for MS CRM (Hosted/OnPremise)
Version: 1.80
Platforms: Symbian OS, Series 60
Categories: Organisation & Productivity
Upload date: 4 Aug 11
Developer: Softtrends Software Pvt. Ltd.
License: Commercial
Price: 29.00 $
Downloads: 5
Contact & Activity Manager for MS CRM (Hosted/OnPremise) - Mobile CRM+ Contact Manager allows you full access to Contact management and Contact related Activity management features of Microsoft Dynamics CRM Online. Using this application, you can browse, create, search, and view details of any CRM Contact and its related activities and create any new activity. Creating device generated activities like sending email and tracking in CRM, making call and tracking in CRM, recording meeting and tracking in CRM comes in handy as the program includes the LivePVR recording and device integration technology.
It is true plug-and-play - you download, install the application and start using it. No server side component to install, no additional server to sign-up.
Mobile CRM+ Contact Manager is one of the applications from Mobile CRM+ SFA which also provides Lead, Account, Opportunity, Activity and Order management.
Features:
. Works in Online/Offline mode
. Directly Accesses the CRM server (no server component required)
. Just install and start using
. Add/Edit/View/Delete/Assign/Inactivate Contacts
. View/Add/Edit/Delete Contact Related Activitiess
. Sync Contacts with Phone book
. Email and track emails to contacts as Activities
. Record Outgoing calls and upload the file as Activities for contact
. Record meeting audio clips and upload as Activity note for contacts
. Record audio notes to contact notes
. Take pictures and attach to notes for contacts
. Trickle upload
. Error logging and recovery option
. Application has inactivity lock to prevent others from viewing information
. Supports contact filters as defined in the server
. Handles unlimited number of entries
. Provides Advance search options for search on server
. Provides search options for searching on information downloaded to device
. Allows saving items from search results for future reference
This is not subscription based. A one-time licensing fee gives you lifetime free use of the application.
Please Note:
. In Login screen, select whether your server needs IFD or AD authentication and enter the credentials as you would enter when logging into your CRM server
. If you need help, ask for our FAQ guide
. When you select Contacts the first time, you may see Information Unavailable message. That is because you are in captured contacts screen and you have not entered any new contacts. Bring up the menu and select an option from the "Filter & Search options". You will see your information
. If you have too many contacts on your server, you may not want to use the Batch download menu in main screen - this may take a long time. Instead, select a filter from "Filters & Search options" menu to see only the amount of information you want to see
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