Deltek CRM for Vantagepoint

6.5.1 for iPhone, iPad
Free
0

0 Ratings

Update Date

2023-10-06

Size

50.5 MB

Screenshots for iPhone

iPhone
Deltek CRM for Vantagepoint Description
Deltek Client Relationship Management (CRM) users have access to critical client and pursuit information from their mobile device. With the Deltek CRM for Vantagepoint mobile app, teams have instant access to pursuits, firm details, contact information and activities from anywhere, at any time. Help keep all of your team members informed and turn more pursuits into projects with access to key business development intel on the go.

Features:

• Add, update and view client and contact details
• Create and manage project pursuits (opportunities)
• Manage activities and associate them with clients, contacts and projects
• 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 Vantagepoint CRM user license is required.
• Contact your firm’s IT resource to obtain your firm-specific Deltek CRM mobile URL needed during set up. Note that this URL is different than the URL used in a browser.
Deltek CRM for Vantagepoint 6.5.1 Update
2023-10-06
Enhancements

• Marketing Campaign Field in Activities in Mobile CRM
• End Active Mobile Session when Password or Security Role has been Updated

Defects
• Using a different mobile server URL pattern than the default pattern incorrectly automatically appended /touch/crm
• You were not able to log in the Mobile CRM application when you re-entered a Microsoft Authenticator code after its expiry date
More Information
Price:
Free
Version:
6.5.1
Size:
50.5 MB
Update Date:
2023-10-06
Developer:
Deltek, Inc.
Language:
English

Safe to Download

AppPure.com and the download link of this app are 100% safe. The download link of this app will be redirected to the official App Store site, thus the app is original and has not been modified in any way.

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6.5.1 2023-10-06
Enhancements

• Marketing Campaign Field in Activities in Mobile CRM
• End Active Mobile Session when Password or Security Role has been Updated

Defects
• Using a different mobile server URL pattern than the default pattern incorrectly automatically appended /touch/crm
• You were not able to log in the Mobile CRM application when you re-entered a Microsoft Authenticator code after its expiry date
6.0.5 2023-09-08
Enhancement
None

Defect
Using a different mobile server URL pattern than the default pattern incorrectly automatically appended /touch/crm (Defect 1976269)
6.0.4 2023-07-21
Enhancement
Server run-time software upgrade

Defect
None
6.0.3 2023-06-29
Enhancement
None





Defect
You were not able to remove the employee associated with the firm or contact if the employee is set as an owner. (Defect 1915885)
6.0.2 2023-05-26
Enhancement

Server run-time software upgrade









Defect
None
6.0.1 2023-04-28
Enhancements
• Support for User-Defined Fields in Activities
• Improved Add Projects function from the Contacts and Firms Hubs
• Support Image Icon Configuration
• Display the Pre-Award Number Field
• Start and End Time Fields for all Activity types
• Support Date/Time and Phone Fields
• The Vantagepoint Mobile URL Deep Link Feature has been Disabled
• Help Links in Vantagepoint Mobile Applications are hidden if the Language is not set to English (American or International)

Defect
None
5.5.7 2023-04-01
Enhancement
Synchronize Activity Employees and/or Contacts to Connect from Mobile CRM.
Defect
You received a blank error message when adding an activity in Mobile CRM (Defect 1887427)
5.5.6 2023-02-23
Enhancements
None





Defect
You were unable to search for a specific county for a new project (Defect 1854599)
5.5.2 2022-11-04
Enhancements

None





Defects
The follow-up activity copied the date of the original activity instead of using the current date (Defect 1700788)
5.0.3 2022-07-01
Enhancement
None


Defect
Unable to apply spaces in comments after tapping the Enter key (Defect 1685991)
5.0.1 2022-05-06
Enhancements
· Log In Assistance: Change Password and Retrieve User ID or Password
· Enter Dates and Time Using Your Keypad
· ICR Setting for Mobile CRM Added in Vantagepoint
· TLS Certificate Pinning Feature on Touch Server
· Business Card Scanner Feature
· Hide the Usage Statistics Screen and Usage Tracking option in the iOS setting
4.5.7 2022-04-08
Enhancement
None
Defect
User-Defined (UD) fields became unavailable on the Projects screen after the Vision Touch database upgrade to 4.0 (Defect 1562186)
4.5.6 2022-02-25
Enhancement
None
Defect
The postal code of the firm’s address was not available in the Address list (Defect 1553598)
4.5.5 2022-01-28
Enhancement
None
Defects
• Some fields were not displayed if you viewed a project record through its associated hub (Defect 1527107)
4.5.4 2021-12-17
Enhancement
Server run-time software upgrade

Defects
• When you changed the password of your single sign-on (SSO) account and then logged in again using PIN or biometrics, you received an error message (Defect 1546770)
• When you added a new contact in Mobile CRM, the Last Name field was not marked as a required field (Defect 1542941)
4.5.1 2021-09-24
Defect
Unable to log in to Mobile application using an iOS device and DUO Mobile for MFA (Defect 1502904)
3.5.3 2020-10-16
Enhancement
None.
Defects
• Website link in Contacts does not Open Correctly in the Default Browser of the Device (Defect 1340649).
• Menu on the Upper right-hand corner should not be Visible when Selecting a Duplicate Record (Defect 1351660).
3.5.2 2020-09-18
Enhancement
None
Defects
• An invalid Json string error message was received when an incorrect PIN was entered thrice using an Azure account (Defect 1341216)
• The Country and State fields of the firm or contact record's address did not follow the new workflow behavior implemented in the Projects hub (Defect 1333175)
3.5.1 2020-08-21
Enhancement
• Server run-time software upgrade
• New Standard Fields added to the Details screen of a Project in Mobile CRM

Defects
• None.
3.0.6 2020-06-22
Enhancement
Server run-time software upgrade

Defects
• None.
3.0.5 2020-05-22
Enhancement
None.

Defects
•UDF Order Does Not Match The Vantagepoint UDF Order (Defect 1293281)
3.0.4 2020-04-28
Enhancement
Updated Mobile Application Icons

Defects
• Page with URLs to Download the Application and Populate the Server URL Field Was Not Displayed on iPad Devices (Defect 1285520).
3.0.3 2020-03-23
Enhancement
None

Defects
•Fields with Values that Did not Follow the Vantagepoint Formatting Displayed in Black Font and Without Underlining in Touch CRM (1255807)
3.0.2 2020-02-27
Enhancement
Server run-time software upgrade

Defects
•Could not save changes when you edited an activity (1243927)
3.0.1 2020-01-21
Enhancement:
Server run-time software upgrade

Defect:
None.
2.0.11 2019-12-17
Corrected defect:
Lead qualification would not proceed after creating a firm and project for a new lead contact (1215479)
2.0.10 2019-11-18
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 Vantagepoint URL. The link has been updated to direct you to a page with two separate URLs for the said tasks.

Defect:
Could not add and save a firm with the Vendor type (1203955).
2.0.9 2019-10-25
Enhancement:
Server Run-Time Software Upgrade

Defect:
Could not tap the Qualify button or Revert to Lead and Disqualify a Contact options even though your Role’s access was Modify Only or Add/Modify in Deltek Vantagepoint (1189117)
2.0.8 2019-10-04
Enhancement:

Server Run-Time Software Upgrade

Defect:

Stuck on black screen with spinning wheel when logging on using domain credentials in an on-premise installation using Windows Single Sign-On (SSO) authentication (1180879)
2.0.7 2019-08-23
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 (1161350)
2.0.6 2019-08-02
Enhancement:
None.

Defect
•Tapping email URL would still redirect you to the app store even though you had already installed the mobile app (1134544)
•Error related to invalid domain credentials when logging on to your mobile app using On-Premise Touch installation and Windows SSO authentication (1125006)
•Denied access when logging on using user name and password, using PIN, or tapping the Projects hub (1149162)
2.0.5 2019-06-28
Enhancements:

· Server Run-Time Software Upgrade
2.0.4 2019-05-24
Enhancement:
Server Run-Time Software Upgrade

Defect:
None
2.0.3 2019-04-26
Fixed translation issues.
2.0.2 2019-03-29
Enhancements
* CRM Mobile App Has Been Translated into All Supported Languages in Vantagepoint

Defects Fixed
None.
2.0.1 2019-02-24