Tim Crook
-
86 votescompleted ·
AdminJames Kay
(Admin, Workbooks Online)
responded
We’re delighted to announce that the Workbooks Mobile Client is now available for customer use.
The Mobile Client is specifically designed for smartphones and tablets. Using the client you can access a wide range of Workbooks records: People and Organisations, Leads and Opportunities, Tasks, Meetings and Cases. You can search the entire system, create, modify, view and delete items. Most usefully for when you’re on the road it integrates with your phone to make calls and send emails; you can also copy appointments to your device.
Right now it works best with recent Android and Blackberry devices and especially the Apple iPhone and iPad.
It’s still under active development so technically it’s ‘in Beta’ as we want to add more features to it. We welcome suggestions to prioritise what we should add: please add new ideas to this forum and vote on them.
To use it, just visit the Workbooks… more
Tim Crook
gave this 3 votes
·
As an iphone user I am looking forward to the release of a mobile workbooks. One suggestion: would it be possible to have a local storage of favourite contacts on the phone which syncs with the platform when a 3G/Wifi connection is detected? That way I can quickly retrieve information about contacts without worrying about navigating the system or internet connectivity. in the office I could earmark contacts which I am likely to meet over the next couple of days and have their recent data onhand regardless of network stability in their area.