Deltek Touch CRM
Free
1.7.34for iPhone, iPad and more
Age Rating
Deltek Touch CRM Screenshots
About Deltek Touch CRM
To increase productivity and profitability, knowledge needs to be in the hands of those who need it when they need it most. Deltek Customer Relationship Management (CRM) customers now have access to the information they need from their mobile device, 24/7 with Deltek’s mobile solution. With Touch CRM, calling, emailing or getting directions to a contact’s office is as easy as a tap of a finger, allowing business developers to better compete, win and retain clients. Touch CRM is ideal for the CRM user who travels or is frequently away from the office.
Features:
- Look up, view, edit and add customers, contacts and opportunities
- Manage your activities and activities associated with customers, contacts and opportunities
- 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
- Find duplicates when adding new customers and contacts
- All CRM security settings, roles and access controls are maintained
- Easy and secure access to the app using a 4-digit pin
To use the app:
- A Deltek CRM user license is required.
- Some features will be unavailable if you are not on the most recent version of your Deltek CRM product (Vision, GovWin Capture Management or Ajera CRM customers only).
- A server-side component must be installed by your administrator and your administrator must provide you with your organization’s unique Touch URL. Contact your IT department to ensure this component is in place and up-to-date prior to using this mobile app.
- For more details on system requirements and known issues, please see KB article #71390 on Deltek’s customer care web site.
Features:
- Look up, view, edit and add customers, contacts and opportunities
- Manage your activities and activities associated with customers, contacts and opportunities
- 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
- Find duplicates when adding new customers and contacts
- All CRM security settings, roles and access controls are maintained
- Easy and secure access to the app using a 4-digit pin
To use the app:
- A Deltek CRM user license is required.
- Some features will be unavailable if you are not on the most recent version of your Deltek CRM product (Vision, GovWin Capture Management or Ajera CRM customers only).
- A server-side component must be installed by your administrator and your administrator must provide you with your organization’s unique Touch URL. Contact your IT department to ensure this component is in place and up-to-date prior to using this mobile app.
- For more details on system requirements and known issues, please see KB article #71390 on Deltek’s customer care web site.
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What's New in the Latest Version 1.7.34
Last updated on Oct 13, 2023
Old Versions
Enhancement
Server run-time software upgrade
Defect
None
Server run-time software upgrade
Defect
None
Show More
Version History
1.7.34
Oct 13, 2023
Enhancement
Server run-time software upgrade
Defect
None
Server run-time software upgrade
Defect
None
1.7.33
Sep 8, 2023
Enhancement
Server run-time software upgrade
Defect
None
Server run-time software upgrade
Defect
None
1.7.32
Feb 23, 2023
Enhancement
Server run-time software upgrade
Defect
Login process continuously looped when using DUO Mobile for Multi-factor Authentication (MFA)
(Defect 1870928)
Server run-time software upgrade
Defect
Login process continuously looped when using DUO Mobile for Multi-factor Authentication (MFA)
(Defect 1870928)
1.7.31
Dec 2, 2022
Enhancement
Server run-time software upgrade
Defect
None
Server run-time software upgrade
Defect
None
1.7.30
Sep 16, 2022
Enhancement
Server run-time software upgrade
Defect
None
Server run-time software upgrade
Defect
None
1.7.29
May 2, 2022
Enhancement
Server run-time software upgrade
Defect
Mobile CRM Error When Linking Projects to Activity Records (Defect 1532045)
Server run-time software upgrade
Defect
Mobile CRM Error When Linking Projects to Activity Records (Defect 1532045)
1.7.28
Oct 22, 2021
Enhancement
Updated Apache Cordova for iOS
Defect
Ext JS and latest versions of Cordova are incorrectly identifying iPadOS as MacOS (Defect 1515814)
Updated Apache Cordova for iOS
Defect
Ext JS and latest versions of Cordova are incorrectly identifying iPadOS as MacOS (Defect 1515814)
1.7.27
Apr 23, 2021
Enhancements
None
Defects
WAAD Login Using Multitenant and Personal Email Setup is Not Working (Defect 1445397)
None
Defects
WAAD Login Using Multitenant and Personal Email Setup is Not Working (Defect 1445397)
1.7.26
Dec 18, 2020
Enhancement: Server run-time software upgrade
1.7.25
Oct 16, 2020
Enhancement
None.
Defect
Unable to Scroll down the List When there are Several Contacts Associated to a Client (Defect 1349923).
None.
Defect
Unable to Scroll down the List When there are Several Contacts Associated to a Client (Defect 1349923).
1.7.24
Aug 21, 2020
Enhancement
Server run-time software upgrade
Defects
None.
Server run-time software upgrade
Defects
None.
1.7.23
Jun 22, 2020
Enhancement
Server run-time software upgrade
Defects
• None.
Server run-time software upgrade
Defects
• None.
1.7.22
Apr 27, 2020
Enhancement
Updated Mobile Application Icons
Defects
•None.
Updated Mobile Application Icons
Defects
•None.
1.7.21
Feb 24, 2020
Enhancement
Server run-time software upgrade
Defects
•None.
Server run-time software upgrade
Defects
•None.
1.7.20
Dec 16, 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 Touch Server URL. The link has been updated to direct you to a page with one URL or two separate URLs for the said tasks, depending on your mobile operating system.
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 Touch Server URL. The link has been updated to direct you to a page with one URL or two separate URLs for the said tasks, depending on your mobile operating system.
Defect:
•None.
1.7.19
Oct 23, 2019
Enhancement:
Server Run-Time Software Upgrade
Defect:
Could not log on to Touch after entering domain credentials (1193294)
Server Run-Time Software Upgrade
Defect:
Could not log on to Touch after entering domain credentials (1193294)
1.7.18
Aug 23, 2019
Enhancement:
Server Run-Time Software Upgrade
Defect:
Multiple instances of the same project displayed in the associated projects for a contact (1128085)
Server Run-Time Software Upgrade
Defect:
Multiple instances of the same project displayed in the associated projects for a contact (1128085)
1.7.16
May 17, 2019
Enhancement:
* Server Run-Time Software Upgrade
Defects:
None.
* Server Run-Time Software Upgrade
Defects:
None.
1.7.15
Feb 22, 2019
Minor bug fixes.
1.7.14
Dec 14, 2018
Minor bug fixes.
1.7.13
Oct 26, 2018
Minor bug fixes
1.7.12
Oct 5, 2018
Minor bug fixes.
1.7.11
Sep 14, 2018
Minor bug fixes.
1.7.10
Jun 18, 2018
Minor bug fixes.
1.7.9
May 18, 2018
Minor bug fixes.
Deltek Touch CRM FAQ
Click here to learn how to download Deltek Touch CRM in restricted country or region.
Check the following list to see the minimum requirements of Deltek Touch CRM.
iPhone
Requires iOS 13.0 or later.
iPad
Requires iPadOS 13.0 or later.
iPod touch
Requires iOS 13.0 or later.
Deltek Touch CRM supports English