DealCloud
iOS Universel / Productivité
The DealCloud mobile app brings the power of DealCloud to the palm of your hand.
***360-degree meeting overviews:
The mobile app provides dealmakers with a single point of reference for reviewing and prepping for meetings, and the ability to log notes afterward. The new version allows users to link their work calendars to the mobile app and get a 360-degree overview of any meeting. iOS users will also be able to sync meetings directly to DealCloud. Once synced, users will be able to log their meeting notes directly into the app.
***Access to all DealCloud web content:
Users can now access all of their reports, dashboards, charts, grids, lists, views, and template reports from within the app. They can also search for all DealCloud data from within the app and filter results to quickly narrow them down.
***Configurable user experience:
Within Edit mode, admins can reorder or hide/show widgets from the web on mobile app dashboards and detail page tabs.
***Notifications:
Push notifications ensure users receive updates and task reminders on their phones, directly in the app.
***Business card scanner:
Users can scan a business card, automatically extract its information, and not only add that information to their contact list but also retrieve information from DealCloud about that individual or their firm.
Quoi de neuf dans la dernière version ?
Bug Fixes & Performance Improvements.
DealCloud:
- Combining Template Reports now available in Mobile
- AI Smart tags now auto-fill suggested values to accelerate data entry.
- Widget actions (text, references, choice, and Report generation) are now available in Mobile
- Enhanced Data Grid Editing with a cleaner layout and simplified tap behaviors.
- Card mode previews offer a mobile-friendly way to browse data grid and card-based records.
- Combining Template Reports is now available in Mobile
