AG-VIP mobile

AG-VIP is a modular CRM suite for mapping sales, marketing and service processes within the company. The AG-VIP mobile app offers online access to contact data including the contact history of the desktop version.

The app uses the access rights system of the Desktop CRM system.

Requirements:

- Installation of the AG-VIP WCF service

- latest AG-VIP version (see https://KB.Grutzeck.de)

features:

According to the access rights:

- Search and edit contacts

- Resubmissions

- Direct selection from AG-VIP mobile

- Email from AG-VIP mobile

- Access to fields of the address table, additional tables, history

- creation of individual surfaces

Test options:

A test server with installed AG-VIP WCF service is available. To do this, please click on Appointment Information after app start. Select the USE DEMO DB switch there.

Access as a Demouser is available directly from the support team.

First steps:

1. After App Start, go to CONNECTION INFORMATION.

2. Enter the web address under which the AGVIP WCF Service can be reached.

3. CHECK CONNECTION to verify that the connection to your SQL database is working.

4. Save the settings via the hook at the top right.

5. Log in with your AG-VIP access data.

6. In the tab ADDRESS TABLES you will find all contact details.

7. The tab ACTIVITIES shows all resubmissions due to you.

8. Under SETTINGS, you will find general settings of the app.

9. Open an address table. Now you define under the tab SETTINGS

- individual views

- Search fields

- Fields to display in search result lists

- Max. Number of hits in search result lists

- Max. Number of history entries to be displayed