The Winoffice Prime Mobile Service app acts as the mobile extension of your Winoffice Prime desktop. It offers all benefits of the Prime CRM app complemented by project management and time & expense capture functionality.
A demo system is available for testing the app. For access to the English version
1. Start the app
2. Select "Demo Server"
3. Enter testios_e for User and testios for Password
4. Hit "Login"
- Online access to the most current and comprehensive data managed in your Winoffice Prime portal
- Including concepts known from the Prime SmartClient (i.e. SmartRelations, SmartLinks and SmartFilters)
- Full-text search in all views (identical to the Prime Smart Client)
- Immediately available
- No cumbersome configuration and no costly investments necessary
- Secure thanks to 100% SSL encrypted data transfer
- No local data storage - No loss of data in case your device is lost
Prime Mobile Service offers the following features:
Sales opportunities
- Online access to all sales opportunities in your Winoffice Prime portal
- Complete contact history by opportunity
- Capture of time & expense directly from within an opportunity
- Create new emails, appointments and tasks directly from within an opportunity
- View documents with relation to an opportunity and send them via email
Projects
- Online access to all projects in your Winoffice Prime portal
- Complete contact history by project
- Capture of time & expense directly from within a project
- Create new emails, appointments and tasks directly from within a project
- View documents with relation to a project and send them via email
Leistungen und Spesen
- Online Zugriff auf sämtliche in Ihrem Prime Portal bestehenden Leistungs- und Speseneinträge
- Duplizieren von Einträgen für die Schnellerfassung
- Visieren von Einträgen in der Rolle des Projektleiters
Address- and contact management
- Online access to all addresses and contacts stored in your Winoffice Prime portal
- Dedicated management of private contacts
- Search and display of employee data (Corporate phone book)
- Initiate phone calls from within the app
- Display address locations in the Maps app
- Create new emails, appointments and tasks directly from within an address detail
- Display of a highly customizable address report (i.e. for revenue or customer service statistics)
- Management of the full history for each address and contact
- Print preview contracts, sales offers, sales orders, invoices, delivery notes and credit notes per address and send them via email
- View documents with relation to an address or contact and send them via email
Personal and team emails
- Online access to your personal Winoffice Prime mailbox
- Configurable push notifications for new personal emails
- Online access to the collaborative mailbox of your team
- Configurable push notifications for new team emails
- Auto complete for email signatures
- Auto complete for salutations according to your Winoffice Prime portal settings
- Create email attachments from locally stored photos and pictures
- Create email attachments from documents stored in the Winoffice Prime document archive
Calendar
- Online access to your personal Winoffice Prime calendar
- List view of appointments per month and graphical 7-day view
- Configurable push notifications for new appointments and appointment reminders
- Create customer visit reports directly from within an appointment
- Create new emails and tasks directly from an appointment
Tasks
- Online access to all your Winoffice Prime tasks and phone tasks
- Configurable push notifications for new tasks and task reminders
- Create new emails and appointments directly from a task
Documents
- Online access to all documents in your Winoffice Prime document archive
- Display of document details (i.e. owner, size, change history)
- Support for document favorites
- Viewing of documents
- Send documents via email