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QuickCRM for SuiteCRM/Sugar

價格:免費

更新日期:2019-06-18

檔案大小:18 MB

目前版本:6.7.8

版本需求:需要 iOS 10.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:德語, 法文, 義大利文, 英語, 荷蘭文, 葡萄牙文

QuickCRM for SuiteCRM/Sugar(圖1)-速報App

QuickCRM for Sugar® and SuiteCRM provides:

- Access to all majors CRM Modules

- Search by name and "My items"

- Global Search

- Display Map of Contacts/Accounts/... close to your current location or a given address

- Customize Sort Order

- Calendar / Shared Calendar

- Place calls to contacts, leads and accounts from lists

- Copy contacts to iPhone/iPad contacts

- Quick access to Last Viewed items

- Alerts for new assignments or modifications of your data by other users

QuickCRM for SuiteCRM/Sugar(圖2)-速報App

QuickCRM requires the installation of an extension in your CRM:

- QuickCRM Mobile Basic

- or QuickCRM Mobile Full.

Users of QuickCRM Mobile Full will have the capability to:

- Manage other modules and custom modules

- Access SugarCRM or SuiteCRM Offline

- Customize records colors in list view

- Customize search fields, search by from/to for dates or numbers

- Take pictures with camera in Picture fields (SuiteCRM) or Photo fields

- Save Searches (private or public)

- Display Dashlets on your Home Page

QuickCRM for SuiteCRM/Sugar(圖3)-速報App

- Display Map of Contacts/Accounts/... close to a given Contact/Account/...

- Manage Custom modules.

- Manage Custom fields

- Upload Documents

- Copy iPhone/iPad contacts to CRM

- Capture QR codes on Business cards to create contacts or leads

- Quick create Audio notes

- Automatic log calls in your CRM

- Generate PDF (SuiteCRM)

- Display reports (KReporter, SuiteCRM Reports)

- and gives you full access to our support team.

QuickCRM for SuiteCRM/Sugar(圖4)-速報App

You can download free QuickCRM Mobile Basic on GitHub.

QuickCRM for SuiteCRM/Sugar(圖5)-速報App

支援平台:iPhone, iPad