Deltek Touch CRM vs Newforma Project Email

To increase productivity and profitability, knowledge needs to be in the hands of those who need it when they need it most. Deltek Customer Relationship Management (CRM) customers now have access to the information they need from their mobile device, 24/7 with Deltek’s mobile solution. With Touch CRM, calling, emailing or getting directions to a contact’s office is as easy as a tap of a finger, allowing business developers to better compete, win and retain clients. Touch CRM is ideal for the CRM user who travels or is frequently away from the office. Features: - Look up, view, edit and add customers, contacts and opportunities - Manage your activities and activities associated with customers, contacts and opportunities - Track information unique to your business in custom fields - One-touch tap to make a call, send an email or view an address on a map - Find duplicates when adding new customers and contacts - All CRM security settings, roles and access controls are maintained - Easy and secure access to the app using a 4-digit pin To use the app: - A Deltek CRM user license is required. - Some features will be unavailable if you are not on the most recent version of your Deltek CRM product (Vision, GovWin Capture Management or Ajera CRM customers only). - A server-side component must be installed by your administrator and your administrator must provide you with your organization’s unique Touch URL. Contact your IT department to ensure this component is in place and up-to-date prior to using this mobile app. - For more details on system requirements and known issues, please see KB article #71390 on Deltek’s customer care web site.

The Newforma® Project Email (requires Newforma Project Center 10.2) app provides instant access to emails that you and your team members have filed using Newforma® Project Center software for project information management. • View emails and download attachments. • When connected to the internet, search full contents and attachments. • Reply and forward as needed. • Use of this app encourages project team members to file email, making it an integral part of the project record. Using the free version of the app, you can work with one project at a time. If you require to work with more than one project at a time, you need to go with a subscription. To know more details on the subscription, please open the app and click on 'Learn More. Terms of Use: https://www.newforma.com/terms-and-conditions/