Download Elopak CRM for Service for iPhone, iPad

Category: Business
Version: 1.7
Size: 34.1 MB
Free

Description

This is an application used for mobile clients towards  Elopak's Microsoft Dynamics CRM solution.

To be able to use this app a license in Elopak's Microsoft Dynamics CRM environment is required as well as a Resco license connected to the environment.

What's New in Version 1.7

Calendar:
- Default view is now “Jobs” (not “Appointments” anymore)
 
Meter Reading:
- Owner of Meter Reading is read only and can’t be changed anymore (At the moment you can even change it to a different BU and save the Meter Reading – but you get errors when syncing)
- No decimals anymore
- “Reading Date” is set to current date, user can change it if needed
 
Account:
- The two “Info” Tabs are combined into one
- The visible information was adjusted so that the user only sees the most important information about the selected account
- “Notes field” deleted -> All notes/attachments should be added to the notes field on the Job directly
 
Contact:
- “Salutation” field added (needs to be filled out by BO on the web client; will be pulled through to the app)
- “Job Title” field is replaced by the “Position” field (wrong field was shown on the app before)
- The visible information was adjusted so that the user only sees the most important information about the selected contact
- Additional view to choose between “My MU Contacts” and “My Contacts open Jobs” (which is to be used for cross-border Jobs)
 
Additional updates:
- When adding a time report, the Job Status is automatically updated to 45 immediately (previously this was done while syncing)
 
Time Reports:
- “Notes field” deleted -> All notes/attachments should be added to the notes field on the Job directly
- “End time” is not changing anymore when “start time” is changed
- When deleting the “Activity Code”, the “Function Code” is removed automatically (at the moment the “Function Code” stays when you change the “Activity Code” is changed, even though the Codes are not linked)
 
Job Expenses:
- “Notes field” deleted -> All notes/attachments should be added to the notes field on the Job directly
- “Total Cost” are calculated automatically directly when saving an expense (currently this is done during sync). The field is read only and can’t be modified manually anymore
- “Description field” added
- “Expense date” added to the bottom of the form (below the currency)
- Update Job Expense view:
o the cost is shown on in the lower right-hand corner
o the Job type is shown as three letter code and moved to the left, next to the serial number
- Bug fix: Clicking on the currency is currently shutting down the app; this is fixed with the next update
 
Time Report and Expense Entities:
- When clicking on the “+” in the Time Report/ Expense entity, the app shuts down. The “+” will be removed with the next update.
- Time Report view: Time reports in this view are showing the “End time/date” on the top and the “Start time/date” on the bottom
 
Job:
- Improvements to the layout of the Job view:
o “Subject field”: enhanced in order to have more space for showing the customer site
o “Job Type” and “Job Status” are replaced with the Job Type Code and Job Status Code
o Additional view that includes a third line that contains the “Work Description”
- Job form:
o “Site remark” is read only
o “Is Service Report sent” is renamed into “Service Report sent”
- Job Summary:
o Sorting: oldest time report is shown on the top of the summary
o The “Job Summary” button is listed between the “Safety Statements” and the Customer Signature, not on the “Action” button any longer.
o Job Summary is available in status 50 and higher
- Job form is not closing closing any longer when saving a signature or the “Safety Statements”
 
Serial Number views:
- Open jobs: shows all serial numbers for current FSE open jobs (from status 40 to 60)
- MU Serial numbers: shows all serial numbers of current user’s teams
 
Projects:
- Projects are synced to the app in order to show project number on the job form
 
Setup:
- “CRM Web Service” will be locked to the default so it can’t be set to “CRM 4” anymore
- Only these fields will be visible:
o Show travel time, change server, delete data, phone app, max image size, private calendars

Screenshots for для Айфона, Айпада

Screenshot of Elopak CRM for Service
Screenshot of Elopak CRM for Service
Screenshot of Elopak CRM for Service
Screenshot of Elopak CRM for Service
Screenshot of Elopak CRM for Service
Screenshot of Elopak CRM for Service
Screenshot of Elopak CRM for Service
Screenshot of Elopak CRM for Service

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