CRM functionality was added to TimeTrak Mobile from version 4.0 as per below:
https://timetrak.co.nz/blog/category/crm-features-in-timetrak-mobile/
From version 22.2.3 there have been some minor enhancements made.
Ability to set a salesperson against a prospect, display salesperson in Prospects search and filter to the logged in user’s prospects:
On adding a prospect via TimeTrak Mobile there is now the ability to select the salesperson as per below:
The salesperson is then available to be seen within the prospects search grid as per below:
Users can then filter to “My Prospects” as per below which limits the prospect search to only those prospects where they are set as the salesperson as per below:
Note: This filter is cached to the browser meaning it will be remembered the next time users access the prospects search screen.
Opportunity Due Date Quick Date Pickers:
Within the Opportunity there is now quick date pickers which will populate the due date of the opportunity based on the selection from the current date as per below:
Note: Selecting now will change the due date back to the default date (now).
Opportunity Activities Enhancements:
From the opportunities view if permissions allow on adding an activity the type and subject have switched positions.
If no subject is entered, on selecting type this text will flow through to the subject as per below:
Similar to Opportunity quick date pickers mentioned above, Activity quick date pickers have been added to the Opportunity activity which will populate both the start and due date of the activity based on the selection from the current date as per below:
Note: Selecting now will change the due date back to the default date (now).
Opportunity Activity Details display in Activity detail:
Details from Opportunity activities as per below:
Now display in the activities overview against an opportunity as per below preventing the need to drill into each activity for further information: