Free
⭐️4.7 / 5
Rating
🙌7
Ratings
📼7 scs
Content
📦w/o updates
Updates frequency
🗣❌ unsupported
Your locale
- Versions
- Price History
- Description
- FAQ
All Versions of TDF / Sherpa CRM
1.2.4
November 8, 2023
Updating App name and icon
1.2.3
October 30, 2023
DS-2664 Adding support for Form Types.
DS-3235 Fixed an issue where pressing the "Back" button from the Account-BI screen would return the user to the Home screen in certain situations.
WCBI-489 Updating Highcharts.
WCBI-525 Shared chart tooltips.
WCBI-526 Adding support for combination charts.
WCBI-540 Adding support for dual y-axes charts.
More1.2.2
May 12, 2023
- Added additional context to search results for Accounts and Contacts
- Accounts will show ERP ids (Sherpa - "ERP #", TDF - "BillToID" and "ShipToID")
- Contacts will show parent Account ERP ids and parent Account address info.
More1.2.1
September 23, 2022
- Added additional context to search results (Address info for Accounts and parent item info for most others).
- Users will not be moved past the login screen if the app is not able to get important setup info from the API.
- Added a rich text editor for notes controls for the purpose of displaying/editing HTML notes.
More1.2.0
February 17, 2022
Updated graphics, new User Defined Field support and bug fixes.
1.1.4
August 31, 2021
Bug fixes for login and font scaling
1.1.3
May 3, 2021
Improved localization of date fields by region and numerous bug fixes
1.1.2
November 30, 2020
MITS is now Hookshot Mobile! This version contains our new Business Intelligence Dashboard and improvements around calendars and appointments
More1.1.1
September 13, 2020
Release 1.1.1 Build 95
- Show me MY work, Not Bob’s (Made tasks and activities lists show only items for the logged in user)
- Fixed Space/Time Continuum (Time Zone issues made appointments show on incorrect days, Multi-day Appointments were not fully visible, Date Time Pickers show the date you choose, not the day after)
- Company ID? We don’t need no stinkin' Company ID. (Disabled the company ID screen for Sales Enablement customers since it is automatically filled in by the system)
- Other Fixes
- Added message if the call to authentication system fails
- Closed Opportunities no longer show on Home or Opportunities pages
- Save in Activity did not redirect to the correct page
- Office Technology Additional Info was missing on Appointments Page
- Editing a task sometimes incorrectly caused a create activity workflow to start
More1.1.0
June 28, 2020
Biometric login
Device calendar integration
Clearer navigation between screens
Account Analytics
Add favorite for all items
Support for countries other than US for accounts
Create child item direct from detail screen
Improved screen refresh as changes are made
Automatic Activity creation when returning to the app form a phone call or email
New Task Complete flow
Bug fixes
MorePrice History of TDF / Sherpa CRM
Description of TDF / Sherpa CRM
White Cup Mobile provides TDF and Sherpa CRM users with direct access to dashboards, calendars, activities, tasks, opportunities, and contacts.
If you’re uncertain about whether the version of TDF/Sherpa your company is running is compatible with this app, please consult your administrator for assistance.
For comprehensive details on our TDF/Sherpa CRM app and its functionalities, visit our help page here:
https://help.whitecupsolutions.com/hc/en-us/articles/360040948671-About-the-mobile-app
TDF / Sherpa CRM: FAQ
No, TDF / Sherpa CRM doesn’t work on iPad devices.
White Cup, Inc. developed the TDF / Sherpa CRM app.
TDF / Sherpa CRM minimum iOS requirement is iOS 13.4.
TDF / Sherpa CRM has an excellent rating of 4.7 out of 5.
The Primary Genre Of The Tdf / Sherpa Crm App Is Business.
1.2.4 is the current version of TDF / Sherpa CRM.
The most recent update for TDF / Sherpa CRM was released on July 3, 2024.
The release date of the app was on February 5, 2023.
Suitable for children aged 4 and up, contains no objectionable material.
You can use the TDF / Sherpa CRM app in American English.
No, TDF / Sherpa CRM is not available on Apple Arcade.
No, TDF / Sherpa CRM does not offer in-app purchases.
No, TDF / Sherpa CRM does not support compatibility with Apple Vision Pro.
