Up-to-date information on the move... Access company and contact records whilst on the move; including contact details, contact notes, customer balance information, outstanding sales orders, quotes, invoices and product information etc. Service your customer’s needs there and then... Place orders, generate quotations, pull up outstanding invoices and update information whilst on-the-move or in front of your customers. User Profiles... Just like within Merlin’s Contact Management, Admin users can control the level of information seen by each user profile. Giving your remote/on-the-road workforce the same functionality on their tablet or mobile device, as if they were in the office.
1.5 (Requires Merlin v128.087) - Add/Amend contacts for both customers and prospects - Enter delivery addresses, delivery method, reference, due date and delivery instructions to orders created via the app. - General bug fixes.