Deltek Touch CRM
免費
1.7.34for iPhone, iPad and more
Age Rating
Deltek Touch CRM 螢幕截圖
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.
Show More
最新版本1.7.34更新日誌
Last updated on 2023年10月13日
歷史版本
Enhancement
Server run-time software upgrade
Defect
None
Server run-time software upgrade
Defect
None
Show More
Version History
1.7.34
2023年10月13日
Enhancement
Server run-time software upgrade
Defect
None
Server run-time software upgrade
Defect
None
1.7.33
2023年09月08日
Enhancement
Server run-time software upgrade
Defect
None
Server run-time software upgrade
Defect
None
1.7.32
2023年02月23日
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
2022年12月02日
Enhancement
Server run-time software upgrade
Defect
None
Server run-time software upgrade
Defect
None
1.7.30
2022年09月16日
Enhancement
Server run-time software upgrade
Defect
None
Server run-time software upgrade
Defect
None
1.7.29
2022年05月02日
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
2021年10月22日
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
2021年04月23日
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
2020年12月18日
Enhancement: Server run-time software upgrade
1.7.25
2020年10月16日
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
2020年08月21日
Enhancement
Server run-time software upgrade
Defects
None.
Server run-time software upgrade
Defects
None.
1.7.23
2020年06月22日
Enhancement
Server run-time software upgrade
Defects
• None.
Server run-time software upgrade
Defects
• None.
1.7.22
2020年04月27日
Enhancement
Updated Mobile Application Icons
Defects
•None.
Updated Mobile Application Icons
Defects
•None.
1.7.21
2020年02月24日
Enhancement
Server run-time software upgrade
Defects
•None.
Server run-time software upgrade
Defects
•None.
1.7.20
2019年12月16日
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
2019年10月23日
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
2019年08月23日
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
2019年05月17日
Enhancement:
* Server Run-Time Software Upgrade
Defects:
None.
* Server Run-Time Software Upgrade
Defects:
None.
1.7.15
2019年02月22日
Minor bug fixes.
1.7.14
2018年12月14日
Minor bug fixes.
1.7.13
2018年10月26日
Minor bug fixes
1.7.12
2018年10月05日
Minor bug fixes.
1.7.11
2018年09月14日
Minor bug fixes.
1.7.10
2018年06月18日
Minor bug fixes.
1.7.9
2018年05月18日
Minor bug fixes.
Deltek Touch CRM FAQ
點擊此處瞭解如何在受限國家或地區下載Deltek Touch CRM。
以下為Deltek Touch CRM的最低配置要求。
iPhone
須使用 iOS 13.0 或以上版本。
iPad
須使用 iPadOS 13.0 或以上版本。
iPod touch
須使用 iOS 13.0 或以上版本。
Deltek Touch CRM支持英文