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Quickly swap mobile phone fields
You can quickly swap phone number fields such as mobile phone number and office phone number.
Like so, in record view, long tap the phone number to bring in-line editing. There is a toolbar above the popup virtual keyboard. Tap 'Swap fields' icon button to swap the fields as follow:
Completed 0 comments Apr 11, 2020 -
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Import all contacts
How to import all the customers from iPhone in one time not one by one or how to sync the contact?
1 comments Mar 22, 2020 -
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Upload meeting recordings
It would be great to be able to record meetings with contacts for auto upload to the CRM server.
Under Review 1 comments Jul 11, 2019 -
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Scan business card
A Business Card Reader App like this in to your App. Since I do not need to leave the App to manage my Work.
- Scann and detect Text on Business Card
- Create a new Contact or Lead in the CRM
- Attach Business Card to Lead or Contact
Completed 0 comments Feb 1, 2019 -
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Offline editing
Current Yathit: SuiteCRM mobile app work offline but cannot edit. It will be great if record be edited offline and sync when internet is available.
Completed 0 comments Jan 4, 2019 -
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Read QR / Barcode
Read QR /Barcode using phone camera and update to record fields.
Completed 0 comments Oct 26, 2018 -
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Upload call recordings
It would be great if calls to Sugar / Suitecrm contacts could be auto recorded and uploaded to the CRM server on completion / on next WiFi connection.
Completed 1 comments Aug 13, 2018 -
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Auto recognition and logging of calls / contact made with a CRM contact
It would be great if the Yathit app recognised and automatically logged calls made via contacts / the dialer to Sugar / Suitecrm.
Completed 1 comments Aug 13, 2018 -
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Sync Sugar / Suitecrm contacts
I appreciate this is a complicated task in itself. There are apps that do this.
But if Yathit could register as a source of contacts this would allow linking contacts in the contacts view.
The benefits of this would be my next idea - auto recognition and logging of calls / contact made with a CRM contact.
Completed 1 comments Aug 13, 2018
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