SugarCRM 4+

Name: SugarCRM
Author: SugarCRM, Inc.

SugarCRM, Inc.

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설명

Customer relationship management anywhere, anytime—so you are always prepared to win deals and support customers on the go.

With the SugarCRM mobile app, you can take your business processes and CRM data on the go, including access to contacts, accounts, leads, activities, and custom Sugar modules.

Benefits:
• View detailed account information on the go, and update opportunities as you gather insights.
• Schedule calls, create cases, or send quotes directly from your mobile device.
• See who's calling and get prepared with Caller ID.
• Create documents based on record data from the mobile app with Doc Merge.
• View key performance indicators (KPIs) and stay on track with your sales goals.
• Build pricing quotes to close deals in real-time, wherever you are.
• Access insights at a glance with dashboards: charts, activity history, and more.
• Manage your task list by completing or adding new tasks.
• Map customer locations and initiate driving routes to streamline customer visits and planning.

2024년 5월 24일

버전 71.0

Feature Enhancements
* Timeline: Record timelines, equivalent to the Timeline dashlet in the desktop app, are now available so you can see a searchable, chronological view of activities.
Fixed Issues
* Doc Merge is not available with a Sugar Enterprise license.
* An internal error may occur when drilling into a Report dashlet's chart.
* The complete list of values in a multiselect field may be cut off.
* If a dropdown field is required, the text "Required" is displayed over top of its actual value.