Intapp CRM 4+‎

Name: Intapp CRM
Author: Intapp, Inc

Intapp, Inc

- مجانًا

الوصف

We’re focused on helping users access more of their data through their mobile phones and tablets. The Intapp CRM mobile app contains several key features and makes it easy to log meeting notes and enter data.

***360-degree meeting overviews:
The mobile app provides a single point of reference for reviewing and prepping for meetings, and the ability to log notes afterward. Users can link their work calendars to the mobile app and get a 360-degree overview of any meeting. iOS users will also be able to sync meetings directly to DealCloud (formerly OnePlace CRM). Once synced, users will be able to log their meeting notes directly into the app.

***Access to all DealCloud CRM web content:
Users can now access all of their reports, dashboards, charts, grids, lists, views, and template reports from within the app. They can also search for all DealCloud CRM data from within the app and filter results to quickly narrow them down.

***Notifications:
Push notifications ensure users receive important updates and task reminders on their phones, directly in the app.

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الإصدار 2411.0

- VCard Support: Import and edit VCards as new contacts with smart matching suggestions.
- Enhanced Data Entry: New Data Providers tab improves duplicate detection and linking.
- Improved Charts: Interactive legends, direct drilldowns, and better mobile card views.
- Streamlined Reports: Option to exclude empty tables in mobile template reports.
- New Features: History button for summaries and functional filters in widgets.
- Enhanced Admin Controls: Minimum PIN length settings (6-8 digits) and speech recognition restrictions now available.
- Copy/Paste Control: "Block Copy/Paste" setting now split by platform with separate controls.
- Security Updates: Speech recognition settings refined to limit data sharing with third parties.

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