TapCRM Latest Upgrade Out Now (Features Update)

- Cases Overview (By Status)
- Visit Reports
3) Activity - Including dashlets viz.
- Calls
- Meetings - Including statuses like Upcoming, Ongoing, Completed.
- Tasks
- Follow-Ups
4) Quick Filter - Including dashlets viz. Quick Filters and Module Count
It lets you set a default dashboard you need to access most frequently. You can further decide
the order of dashlets in every dashboard.Moreover, you can even decide the order of statuses
to display for every dashlet. Decluttering your dashlet has become easier as you can disable
one or more dashlet statuses.
Benefit ​- Dynamic dashboards save you the time and effort that go in wading through a single
dashboard to find relevant information. They enhance both speed and efficiency of your CRM
mobile app.
Quick Access of Unlimited Modules
Speed up your work with the latest TapCRM version. Get the freedom to add unlimited CRM
modules to quick-access them. However, you can choose to display only 6 modules at a time.
Benefit: ​The freedom to quickly access any number of modules makes your work easier. No
more do you need to come back to your desktop CRM every time to access various modules.
You can just access any module anywhere anytime in a jiffy.
Troubleshooting FAQs
The latest version features Troubleshooting FAQs on the ‘Log In’ page. The addition of this
feature will empower you to resolve minor queries in a matter of minutes.