Archie CRM Portal 1.32 EN

Archie CRM portal - build 32 EN

Mobile/smartphone

p32_1User Interface and performance optimized for smartphones.
New: Search bar everywhere with Add Activity 
New: Search field with Classic/Smart Search


Organizations

New: MFCP Attachments (allows Word/Excel documents to be called up)
New: Http/Https/Skype can be activated via hyperlink
New: Quickly add new History
New: Add/change Notes
New: Table description details
New: View all Contact pictures with higher quality and fixed size
New: History more readable and includes e-mail references by default
New: Organization and Contact Person Correspondence includes linked mail with handy Browse function
New: Route (if the location options are enabled, a route is calculated from the phone location)
New: Linked Company.Info data can be called up directly from the Organization (if module is active)
New: Consult MPM from Organization and Contact Person (if module is active)

Activities/Planner

p32_2New: Simple workflow when adding Activity using Date and Time Picker
New: Easily select colleagues
New: Easily link Contact Persons
New: Change an Activity's Date, Time or Duration in just a few clicks
New: Positions on/near today and allows you to scroll up/down

Settings

2 font sizes (normal/large)
Removed: Icon sizes, 5 font sizes, start page and search setting
New: Changes to settings are processed straight away

Portal

New: Notifications (no need to include as Control in full portal)
Birthday indicates the age on the upcoming birthday instead of the current age

General

Fixed size icons
UI-hyperlinks changed to buttons
Extra warnings, e.g. when exiting changes without saving (not available under IOS)
Clear informational headings
Start screen with Version info
The device remembers text that is entered but not saved when archiving


Full Portal

P32_3UI and navigation optimized for tablets and touchscreens
Organization, Cockpit, Sales Monitor and Turnover Status windows redesigned
Actions such as Edit, Delete, and Add brought together under Menu button
New: Classic/Smartsearch search bar with Add Activity option
Removed: Recently accessed Organizations

Organizations

New: View all linked pictures with higher quality and fixed size
New: Easily activate passport photo if photo(s) available for the Contact Person
New: Route calculation possible based on tablet/computer location
New: Linked Company.Info can be called up directly from Organization
Removed: Contact Persons grid above Active Contact and phone/fax/e-mail descriptions

Activities/Planner

New: Simple Add Activity workflow
New: Easily select colleagues
New: Easily link Contact Persons; are displayed with pass photo and position
New: Change an Activity's Date, Time or Duration in just a few clicks
New: Positions on/near today and allows you to scroll up/down
New: Pass photo and position of linked Contact Person visible

Portal controls

P32_4P32_4New: Use controls via Menu button
Removed temporarily: Twitter control


Settings

Removed: Color setting and setting to enable/disable display of Sales

Archie CRM portal - build 32.4 EN

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