- Contact role is now visible for the records in Customer Contact List view
- Fixed search function
- Added .docm attachment viewing support
- CRM Companion now supports German translations
- CRM Companion now requests permission from user for Calendar access and External Storage Writing to perform relevant actions according to Android API 26 requirements.
- Bug Fixes
2.0.4
- Fixed document sync issues
Contact role is added as a multi choice enumeration field to the customer contact screen
Fixed the business activity saving issue in Sony devices OS version – 8.0.0
2.0.2
- Opportunity types can now be correctly added and viewed in the app.
- New links have been added in Customer and Lead screens to view contacts, opportunities and activities for a particular customer or lead.
- Person id is now auto generated when entering a new person- State codes can be now entered using a list of values- Compatible with the CRM Companion cloud app 2.0.0 and up
-Enabled the editable option for errors in sync monitor.-Handled time stamps correctly.-Enhanced the searching criteria.
Fixed the overdue activities counter display issue.Fixed the issue of the empty drop down lists.
IFS CRM Companion is designed to support both sales personnel in their day-to-day work in the field and their managers. It is fully integrated with IFS' Embedded CRM Solution, allowing users to keep track of:
• Customers
• Customer Contacts
• Business Leads
• Business Lead Contacts
• Business Activities
• Business Opportunities
while also supporting Custom Fields; mapping, email and phone functionality; and integration of Business Activities with the device's calendar. The app is fully functional while offline, so losing network connectivity will never get in the way of your work.
Use of IFS CRM Companion connected to your company’s IFS Applications installation(s) requires that your company has a valid IFS Touch Apps subscription and is for Apps 9 Update 1 customers only. In order for the app to work, component 9001015 (IFS Mobile Framework) must be installed on the customer’s environment together with any required patches. Currently patch 125648 is required. In addition, for IFS Cloud installations, a release greater than 4.13.3 of the Uplink must be installed at your location