C2CRM

Name: C2CRM
Rating: 9.7 (18 reviews)

Gratuit

4.12.1for iPhone, iPad and more

9.7

18 Ratings

Clear C2, Inc

Developer

35,6 Mo

Size

Sep 28, 2023

Update Date

Business

About C2CRM

Clear C2 CRM. Driving the Customer-Centric Revolution, One Business at a Time.

This application is designed to be C2CRM on the Go for your tablets and phones.

Experience the same C2CRM functionality on any mobile device as you would on our desktop application:

Create, view, and edit all records (companies, contacts, prospects, activities, opportunities, quotes, tickets, projects).

Access your data using the same custom fields as your desktop version.

Get a real-time update of open issues before meeting with your customer.

Manage and communicate with clients and accounts using the phone's call, email, text, and GPS functions.

Build your sales pipeline on-the-fly as opportunities arise.

Get a snapshot view of your day and what items need attention.

Before you can use this app:
If you're a customer, please enter the username, password, server domain, and application name that you use for your desktop application.

Quoi de neuf dans la dernière version 4.12.1

Last updated on Sep 28, 2023

Vieilles Versions

Fixes an issue when selecting email recipients.
Adds Email Invoice as an option to the Invoice context menu.
Upload Image has been relabeled to Upload Attachment

Version History

4.12.1

Sep 28, 2023

Fixes an issue when selecting email recipients.
Adds Email Invoice as an option to the Invoice context menu.
Upload Image has been relabeled to Upload Attachment

4.11.4

Aug 30, 2023

Adds ability to upload files along with pictures as attachments to all record types.
Context menus now honor field definitions.
Fixes an issue where some lists had inconsistent horizontal scrolling.
Calendar now honors the system setting when displaying open or all tasks.
Adds additional search options for Contact records.
Fixes an issue when applying filters to Open Quotes.
Fixes an issue with displaying the wrong value on Quote Line Items.

4.10.0

May 31, 2023

You can now create quotes from a company record.
Fixes an issue with filtering on certain record types.
General style improvements

4.9.1

Apr 20, 2023

Fixes an issue with incorrect dates being shown

4.8.0

Mar 29, 2023

Adds recent invoices module to the existing company and contacts module.

4.7.3

Mar 8, 2023

ISR now uses database driven forms.
Adds At A Glance page to Company Details.
List pages now use form schemas for their data layout.
Updates default labels for the Business Card OCR page.
Fixes Sales Forecast page to calculate and save the Forecast Total on each line item.

4.6.1

Mar 3, 2023

Fixes an issue on forecasting line items that was not allowing the line totals to save if there was a custom formula calculating the total.

4.6.0

Feb 16, 2023

RSR Line Items now dynamically change based on RSR types
Added 'Create Routes' for nearby Companies
Added Invoices module
Fixes an issue where line items would not display for Invoices
Adds sort to companies list to sort by distance

4.5.1

Jan 27, 2023

Fixes an issue that would allow new records to be saved multiple times creating duplicates.

Adds line item custom formulas.
Adds Sales Forecasting module to Opportunities.
Fixes an issue that would log the user out if they tried to view Sales Forecast information in an environment that did not have Sales Forecasting set up.

4.4.0

Jan 5, 2023

Adds support for kit line items
Labels will now respect the labels defined in field definitions
Fixed bug where company listing was filtering out companies of certain statuses
Typeaheads can now be used on Quote Line Items
Quote Line Items can now be deleted
Can now use the 'Email Quote' feature from the Quote action menu

4.3.0

Dec 14, 2022

Fixes an issue where context menus and dialogs were not visible on older devices.
Module labels now reflect what is saved in the field definitions.
Quotes can now be emailed via a print template.

4.2.1

Nov 27, 2022

Fixes an issue where the context menu for appointments would not display any actions when viewed from the main dashboard.

4.2.0

Nov 23, 2022

Fixes an issue that would prevent certain users from logging in a second time after their authentication token expired.
Adds ability to order and adjust Dashboard settings.
Adds additional support to the Calendar.

4.1.1

Nov 2, 2022

Updates the look and feel of the login page.
Improvements to reauthentication if the user token has expired.
Adds option to include pictures from camera roll as attachments.
Fixes an issue that was preventing the use of the business card reader.

4.0.8

Oct 27, 2022

Adds ability to upload attachments to all record types.
Fixes a bug that was not properly saving every value on tasks that were appointments.
Fixes a bug that was preventing the user from being able to choose which navigation app to use when trying to find directions to an address.
Adds a loading indicator to attachments.

4.0.6

Oct 19, 2022

Fixes a bug that was preventing users from typing into currency fields.
Fixes a bug on the calendar where blank dates were showing in the year 1900.

4.0.4

Oct 18, 2022

Fixes a bug where saved routes were using the wrong address field, resulting in directions taking users to the wrong location.
Adds filtering to appointments.

4.0.3

Oct 13, 2022

Fixes an issue where the 'No Records Found' dialog was sometimes overlapping data if multiple lists were drawn.
Fixes an issue where records with long names would sometimes push the edit button off the screen.

4.0.2

Oct 13, 2022

Complete overhaul of the UI elements to be more consistent with modern mobile themes.

3.51.1

Aug 31, 2022

Fixes an issue that was preventing the use of 2 factor authentication.

3.45.0

Apr 28, 2022

Menu navigation labels should now honor environment specific field definitions.

3.44.1

Mar 31, 2022

Fixes an issue with the business card reader that would make the entire page blank if a business card with a complex email was scanned.