{"id":2911,"date":"2020-02-20T16:45:02","date_gmt":"2020-02-20T11:15:02","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=2911"},"modified":"2024-12-13T14:30:20","modified_gmt":"2024-12-13T09:00:20","slug":"tapcrm-mobile-app-features-update","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/tapcrm-mobile-app-features-update\/","title":{"rendered":"TapCRM Latest Upgrade Out Now (Features Update)"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/tapcrm-mobile-app-features-update\/#Multiple_Dynamic_Dashboards\" >Multiple Dynamic Dashboards<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/tapcrm-mobile-app-features-update\/#1_Sales_%E2%80%93_Including_dashlets_viz\" >1) Sales &#8211; Including dashlets viz.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/tapcrm-mobile-app-features-update\/#2_Services_%E2%80%93_Including_dashlets_viz\" >2) Services &#8211; Including dashlets viz.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/tapcrm-mobile-app-features-update\/#3_Activity_%E2%80%93_Including_dashlets_viz\" >3) Activity &#8211; Including dashlets viz.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/tapcrm-mobile-app-features-update\/#4_Quick_Filter_%E2%80%93_Including_dashlets_viz_Quick_Filters_and_Module_Count\" >4) Quick Filter &#8211; Including dashlets viz. Quick Filters and Module Count<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>A CRM software mobile app is always a great asset for an organization as it gives your team the flexibility to operate from anywhere and everywhere. It\u2019s a proud moment for us to announce that our team is leveling up TapCRM &#8211; our exclusive SugarCRM\/SuiteCRM mobile app.<\/p>\n<p>The latest features are aimed at enhancing your CRM mobile app use, convenience, and efficiency.<\/p>\n<p>So, let\u2019s walk you through the latest features we are adding to TapCRM and their benefits.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Multiple_Dynamic_Dashboards\"><\/span><b>Multiple Dynamic Dashboards<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The latest TapCRM version supports multiple dynamic dashboards including:<\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Sales_%E2%80%93_Including_dashlets_viz\"><\/span>1) Sales &#8211; Including dashlets viz.<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#8211; Sales Pipeline (By Sales Stage) including several statuses like Proposal\/Price Quote, Perception Analysis, Negotiation\/Review, etc.<\/p>\n<p>&#8211; Top 10 Opportunities (By Revenue)<\/p>\n<p>&#8211; Leads Overview (By Lead Status) including several statuses like New, Assigned, In Process, Converted, etc.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Services_%E2%80%93_Including_dashlets_viz\"><\/span>2) Services &#8211; Including dashlets viz.<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#8211; Cases Overview (By Status)<\/p>\n<p>&#8211; Visit Reports<\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Activity_%E2%80%93_Including_dashlets_viz\"><\/span>3) Activity &#8211; Including dashlets viz.<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#8211; Calls<\/p>\n<p>&#8211; Meetings &#8211; Including statuses like Upcoming, Ongoing, Completed.<\/p>\n<p>&#8211; Tasks<\/p>\n<p>&#8211; Follow-Ups<\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Quick_Filter_%E2%80%93_Including_dashlets_viz_Quick_Filters_and_Module_Count\"><\/span>4) Quick Filter &#8211; Including dashlets viz. Quick Filters and Module Count<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It lets you set a default dashboard you need to access most frequently. You can further decide the order of dashlets in every dashboard.Moreover, you can even decide the order of statuses to display for every dashlet. Decluttering your dashlet has become easier as you can disable one or more dashlet statuses.<\/p>\n<p><b>Benefit <\/b>&#8211; Dynamic dashboards save you the time and effort that go in wading through a single dashboard to find relevant information. They enhance both speed and efficiency of your CRM mobile app.<\/p>\n<p><b style=\"font-size: 29px;\">Quick Access of Unlimited Modules<\/b><\/p>\n<p>Speed up your work with the latest TapCRM version. Get the freedom to add unlimited CRM modules to quick-access them. However, you can choose to display only 6 modules at a time.<\/p>\n<p><b>Benefit: <\/b>The freedom to quickly access any number of modules makes your work easier. No more do you need to come back to your desktop CRM every time to access various modules. You can just access any module anywhere anytime in a jiffy.<\/p>\n<p><b style=\"font-size: 29px;\">Troubleshooting FAQs<\/b><\/p>\n<p>The latest version features Troubleshooting FAQs on the \u2018Log In\u2019 page. The addition of this feature will empower you to resolve minor queries in a matter of minutes.<\/p>\n<p>You can read about all the possible log-in issues and their solutions. One of the solutions may match your issue and help you troubleshoot it.<\/p>\n<p><b>Benefit: <\/b>This feature has eradicated the need for you to depend on us for log-in issues troubleshooting every time. The troubleshooting process has become speedier, thanks to the update.<\/p>\n<p>Our AppJetty team always works to empower our current users by adding more user-friendly functionalities. So, are you ready to take your business to the next level with the latest update?<\/p>\n<div class=\"buttons-row\"><a class=\"btn btn-primary\" href=\"https:\/\/www.appjetty.com\/crm-mobile-apps.htm\" target=\"_blank\" rel=\"noopener noreferrer\">Start 30 Days Free Trial<\/a><\/div>\n<\/div>\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A CRM software mobile app is always a great asset for an organization as it gives your team the flexibility to operate from anywhere and everywhere. It\u2019s a proud moment for us to announce that our team is leveling up TapCRM &#8211; our exclusive SugarCRM\/SuiteCRM mobile app. The latest features are aimed at enhancing your&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/tapcrm-mobile-app-features-update\/\">Continue reading <span class=\"screen-reader-text\">TapCRM Latest Upgrade Out Now (Features Update)<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":2913,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[64],"tags":[],"class_list":["post-2911","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sugarcrm-suitecrm","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>TapCRM Latest Upgrade Out Now (Features Update) - AppJetty<\/title>\n<meta name=\"description\" content=\"A CRM software mobile app is always a great asset for an organization as it gives your team the flexibility to operate from anywhere and everywhere. 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