Saving images / photos from IOS phones - they can be sent across to our CRM as file notes, attachments to file notes, to create a new job in our CRM.
From their phones, users will be able to pick from a list of clients that is sourced from our CRM, send a copy of that image to the file of the client as a file note.
If applicable and that client has active jobs, those jobs will be able to be selected from and a corresponding job note added.
If no job exists, the user will be able to add a new job either client or non-client related. They will be able to select from the job types listed in our CRM and if applicable the title of the job will be chosen from the default title in the CRM for that job type.
Other functions that are available in our Microsoft Outlook Plugin will also be available.