Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
The app offers a platform for mobile data collection and workforce automation. It includes features like barcode scanning, payment acceptance, and live dashboard creation for managing mobile employees.
Access market insights and research reports anytime. View enhanced timelines with position changes. Stream webcasts and webinars. Listen to audio content. Receive personalized notifications.
Inspect transmission lines, poles, and substations. Capture and attach photos to support findings. View repair details through Repair View. Access engineering documents and driving directions. Coordinate repairs with TLCs, contractors, and linemen.
View account balances and transaction details. Fund HSA from checking or savings. Access email and SMS alerts. Contact administrator via email or phone. Use same login as web portal. Enable stronger authentication with picture or passphrase.
Manage business calls with one-touch access to secure call operations. Place calls over data networks. Use company directory services for contact lookup. Send and receive messages. View real-time availability of colleagues.
Access accounting reports, risk analytics, and portfolio data securely. Generate reports, monitor fund activities, and log inquiries or support requests. Sync with desktop features for consistent data access across devices.
Manage contacts and investor profiles in real-time with editing and viewing capabilities. Log activities and access recent investor data. Search and filter contacts for efficient management.
Manage healthcare and tax-favored benefit accounts through a single . View account balances, access enrollment documents, and update personal information.