In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities are fixed in these versions. Sage CRM Mobile Signature will help you to get approval and client sign-off from the client site itself. That’s the reason many clients and organizations use Sage CRM Mobile Signature to manage their Jobs directly from the portal.
New Stuff: Error on Favourites List in Sage CRM
Many organizations are upgrading their Sage CRM to the latest version. So Greytrix has also made Sage CRM Mobile Service Signature compatible with the latest Sage CRM 2020. Below are some key features of Greytrix Mobile Signature,
Web Portal:
To access their job details users can log in to the portal using their login ID and passwords. This portal is designed for mobile and tablet screens so UI design is user-friendly and clean. After login into the portal user can see all the assigned jobs to the logged-in user. This portal is compatible with Android as well as IOS also. Users can also be logged in to the portal from desktop browsers.
Job Processing:
Users can see all the Job list and on click of Job name, it will navigate to the job detail screen. The detail contains Basic job details like Description, Ref ID, Company Name, Person Name it also contains Problem Type, Problem Details, Solution Type, Solution Type, Solution Details, etc. From the Job Details, screen the user can also change details before processing the Sign-Off. After the job processing on a real-time basis, the user can Sign off the job with the client’s signature. On click of Sign Off user can see the next screen where the user can add name and their signature using a pen of tablet or directly by fingers.
After sign off a job, the document is merged with the signature also confirmation mail sent to the user. This Mail contains Job document in PDF format with Signature.
Document Upload:
Mobile signature provides features to the user can upload documents or images for jobs. There are dedicated buttons on the Job detail screen on the portal to upload images name as ‘Upload Photos’ and ‘Upload From Dropbox’.
This how a Mobile Service Signature helps to manage all the jobs, Job documents, and Sign Off confirmation with the help of predefined modules in it.
Hope this helps!
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.