Deltek CRM for PS
Free
1.1.31for iPhone, iPad
Age Rating
Deltek CRM for PS Screenshots
About Deltek CRM for PS
Keeping your pipeline full and clients happy is no easy task, but it’s easier than ever with Deltek CRM for Professional Services. Deltek Client Relationship Management (CRM) customers have access to the client and opportunity information they need from their mobile device. With Deltek for Professional Services’ mobile app, your teams will have instant access to opportunities, firm details, contact information and activities from anywhere at any time. Help keep all of your team members informed and turn more opportunities into wins with access to key business development intel on the go.
Features:
• Add, update and view client and contact details
• Create and manage opportunities
• Manage activities and associate them with clients, contacts and activities
• Track information unique to your business in custom fields
• One-touch tap to make a call, send an email or view an address on a map
• Maintain all CRM security access and controls through the mobile app
• Easy and secure access to the app using a 4-digit pin
To use the app:
• A Deltek CRM user license is required.
• Contact your firm’s IT resource to obtain the firm-specific Deltek CRM mobile URL needed during set up
Features:
• Add, update and view client and contact details
• Create and manage opportunities
• Manage activities and associate them with clients, contacts and activities
• Track information unique to your business in custom fields
• One-touch tap to make a call, send an email or view an address on a map
• Maintain all CRM security access and controls through the mobile app
• Easy and secure access to the app using a 4-digit pin
To use the app:
• A Deltek CRM user license is required.
• Contact your firm’s IT resource to obtain the firm-specific Deltek CRM mobile URL needed during set up
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What's New in the Latest Version 1.1.31
Last updated on Jan 21, 2020
Old Versions
Enhancement:
Server run-time software upgrade
Defect:
None
Server run-time software upgrade
Defect:
None
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Version History
1.1.31
Jan 21, 2020
Enhancement:
Server run-time software upgrade
Defect:
None
Server run-time software upgrade
Defect:
None
1.1.30
Dec 16, 2019
The mobile application has been updated for the latest server version compatibility.
1.1.29
Nov 18, 2019
Enhancement:
• Server run-time software upgrade.
• Administrators can email a link to you to help you download the correct mobile application in the app store and populate your company-specific mobile Deltek for Professional Services URL. The link has been updated to direct you to a page with two separate URLs for the said tasks.
• Updated mobile application icon in the app store.
Defect:
None
• Server run-time software upgrade.
• Administrators can email a link to you to help you download the correct mobile application in the app store and populate your company-specific mobile Deltek for Professional Services URL. The link has been updated to direct you to a page with two separate URLs for the said tasks.
• Updated mobile application icon in the app store.
Defect:
None
1.1.28
Oct 25, 2019
Enhancement:
Server Run-Time Software Upgrade
Defect:
None
Server Run-Time Software Upgrade
Defect:
None
1.1.27
Sep 27, 2019
Enhancement:
Server Run-Time Software Upgrade
Defect:
Redirected to the app store after copy-pasting or clicking the Server URL instead of populating the Server URL field automatically for the installed iOS mobile application (1179782)
Server Run-Time Software Upgrade
Defect:
Redirected to the app store after copy-pasting or clicking the Server URL instead of populating the Server URL field automatically for the installed iOS mobile application (1179782)
1.1.26
Aug 23, 2019
Enhancement:
Server Run-Time Software Upgrade
Defect:
Could not tap the Business field on the Contacts screen for a contact you associated to a firm on the Firms screen (1160554)
Server Run-Time Software Upgrade
Defect:
Could not tap the Business field on the Contacts screen for a contact you associated to a firm on the Firms screen (1160554)
1.1.25
Jul 26, 2019
Enhancements:
None.
Defects:
•Missing More button on Firms if your Role type was not CRM (1021395)
•Unable to associate contacts from firm records if your role access was not read-only and contacts had read-only access (1021491)
•Empty email content if the Subject field of an activity had a special character (1031580)
None.
Defects:
•Missing More button on Firms if your Role type was not CRM (1021395)
•Unable to associate contacts from firm records if your role access was not read-only and contacts had read-only access (1021491)
•Empty email content if the Subject field of an activity had a special character (1031580)
1.1.24
Jun 28, 2019
Enhancement:
Server Run-Time Software Upgrade
Server Run-Time Software Upgrade
1.1.23
May 31, 2019
Enhancement:
None
Defect:
Could not tap Email buttons on the context menu of the Activity Details screen if mobile device used the DD/MM date format and the activity date was 13 or later (1047055)
None
Defect:
Could not tap Email buttons on the context menu of the Activity Details screen if mobile device used the DD/MM date format and the activity date was 13 or later (1047055)
1.1.22
May 3, 2019
Enhancement:
•Server Run-Time Software Upgrade
Defects:
None.
•Server Run-Time Software Upgrade
Defects:
None.
1.1.21
Apr 8, 2019
Version compatibility with DPS 1.1.21
1.1.20
Jun 15, 2017
Enhancements: Support for a developer tool, Xcode 10. Updated PHP to 7.2.15
Deltek CRM for PS FAQ
Click here to learn how to download Deltek CRM for PS in restricted country or region.
Check the following list to see the minimum requirements of Deltek CRM for PS.
iPhone
iPad
Deltek CRM for PS supports English
