CRM.Client

June 17, 2024

Aurea is thrilled to announce the release of CRM.Client version 1.9.0 Build 167. This update introduces significant improvements and resolves critical bugs to enhance user experience and functionality. Our team has focused on addressing essential feedback from our users, ensuring that CRM.Client continues to be an indispensable tool in managing customer relationships effectively.

April 17, 2024

Aurea is thrilled to announce the release of CRM.Client version 1.6.0 Build 159. This update introduces significant improvements and resolves critical bugs to enhance user experience and functionality. Our team has focused on addressing essential feedback from our users, ensuring the CRM Client continues to be an indispensable tool in managing customer relationships effectively.

January 11, 2024

New Features: - Support for all standard pricing tables of the serial entry feature. You can now create offers and orders in CRM.Client using all your custom business pricing strategies such as bulk discounts, seasonal discounts, special offers etc. - Document Generation and Signing: You can create several types of documents such as offers, orders and service reports that can be signed directly on the device. Custom templates for these documents can be set up that utilize your corporate branding. - E-Mail Sending Right from The Device: CRM.Client now fully supports the usage of custom e-mail templates that can be populated with CRM Data and then be sent right from the device. - Vicinity Search: The vicinity search is now available as a dashboard item and can be configured to show the user the location of all the activities that are scheduled for that day. It can also simply show the location of all companies or properties that are located around the current user position. - Enabling Additional Filters for the Dashboard Configurations: We have added additional support for the filters that can be applied to your dashboard configurations such as support for all entries (activities, task) that are due within the next week, month, quarter or year, for example. - Improved Search Capability for Dropdown Menus: It is now possible to type in the first letters of the entry that you are looking for and the system will redirect you to that entry. This is particularly useful if you have many dozens or even hundreds of entries in a dropdown menu and are tired of having to scroll all the way down to the entry that you are looking for. - Auto-Login: You will be automatically logged into CRM.Client without having to press the login button or provide credentials.

September 18, 2023

• Support for record creation and record editing in offline mode. • Offline-Login • Password Save • Long tap is now fully supported in the calendar. • Background sync is another feature that is now available. • Pattern search for filters • Recurring Activities: You can now set up recurring activities in CRM.Client. • Global online / offline mode selection for the database • Show all button • Message-Box Support • Multiline Comment • Full Text Search

August 9, 2023

Support for the History Feature was introduced with this version. Now, you can see the last records that you have opened within the recently used tab that can be accessed via the global search. From the history list of records, you only need to click on any of the records on the list and the system will open the overview page for that record. The favorite feature is another new feature that has been included in version 1.3.140. This feature will allow you to add records to a list of favorites which can be accessed from the global search menu similar to the history feature. If you click on a favorite record, you will automatically be redirected to the record’s overview page.   You can add internal and external participants to activities now. This allows you to add additional participants to an activity. You can add and edit contact times now for a company record. You can add and edit multi-line comments now. This greatly enhances the usability of the comment feature as you have an overview of your entire comment while you write it. You can test this feature inside the company creation and edit mask. You can add and edit interests now. This provides you with the ability to store additional information for contact persons and private customers such as which method of communication they prefer and how to best contact them with a promotion. You can add and edit competitors. The competitor info area is available via the start page or the global search in our demo instance, for example. You can add and edit notes for activities.

June 29, 2023

Hello Aurea CRM Client App users! We've made some important updates in this version to improve your experience. Below you can find some of the most important improvements that have been included with this new version. General improvements: Support for Device Time Zones when users from different time zones take part in an activity, they always see their local time on their device. For example, when a user in New York and a user in Berlin take part in the same activity, the user in New York will see the activity as beginning at 09.00 am Eastern Standard Time while the user in Berlin will see the activity as beginning at 3 pm Berlin Standard Time on their device. Improved Demo Instance: You can now test an improved demo version of the ISI-Template of the app at your own leisure. Simply click on the “CRM Client” link that you can find in this dashboard http://66.94.99.130/demo/ and use the provided user name and password for the “Client” app. We are constantly improving the available features in this demo version, so please make sure to always do a full sync from the settings menu before you do your testing. We are also going to add a demo version that is utilizing the LSI-Template in July! Is it recommended to not share any sensitive information in this demo instance, as it is publicly accessible! Further Improved Performance and Stability: Improved Workflow performance would allow you to see the standard workflows being conducted faster. Further Bug Fixes: Fixed a bug that prevented users from creating a recurring activity with customers Fixed a bug that made it impossible to retrieve online records from the main database unless the user restarted CRM client every 20-30 minutes Fixed a bug that sometimes caused the app not to save a task Fixed a bug that sometimes prevented the user from adding a contact person to a task Fixed a bug where the postal code that the user selected for a company was not correctly shown in the company overview Fixed a bug where the contact times where not shown correctly in the company record Fixed a bug where the user was unable to select multiple values from a list Fixed a bug that sometimes would duplicate calendar entries when the user clicked on the cloud button in the calendar menu Disclaimer This version of CRM Client is a preview version. Please get in touch with Aurea or your Aurea partner of choice if you are interested in using it in a production setting, and we will help you decide, if you can already use the app in a production environment, or if you might want to wait until additional features are implemented.

June 20, 2023

Version 1.1.1. includes support for the display of device time zones in cases where the device is connected to a VPN for security purposes. Before this change, when you were planning an activity or task in CRM WEB and you wanted to check on it in CRM Client, CRM Client might have displayed a different time zone than CRM Web because of the VPN connection to a server abroad. This has been fixed. Please expect our next version (1.2.0) in this AppStore by June 30th, 2023.

May 25, 2023

Bugfixes and Improvements

April 26, 2023

Basic NewInBackground support Support for multiple actions in the calendar Improvements

March 20, 2023

Performance and other improvements