![]() It even can show nearby task locations on a map, such as for running errands or scouting film locations. It syncs with the desktop (Mac-only) version of the software and ensures the Calendar app has your due dates added. One app to consider on the iPad for such work is the $20 OmniFocus from the Omni Group. Three to consider are Appigo's $5 Todo for iPad, AlifSoft's $2 Task Pro, and the $4 Toodledo.īeyond simple task management is project management, which requires a much more sophisticated approach to tasks and schedules. Fortunately there are dozens of to-do list managers available for the iPad. Unlike many computer calendar programs, the iPad's Calendar app doesn't include a to-do capability. It pulls in appointments from the iPad's Calendar app, so you don't have to maintain a separate calendar. You can also attach various kinds of files directly to your messages.ĮuroSmartz's $7 CalPrint for iPad lets you print your calendars, as well as organize them and their tasks. It lets you create email templates you can then fill in. If you want to create form letters, consider Christian Fries' $4 Mailer. (You can use Apple's Mail app instead if your IT group installs the recently released Data Synchronizer Mobility Pack add-on to its GroupWise 8 server.) Ghost Pattern has the $4 GW Calendar app to let you manage your GroupWise calendar it too requires enabling WebAccess on the GroupWise server. Ghost Pattern has the free GW Lite app to test compatibility. If your company runs Novell's GroupWise and WebAccess is enabled, use the $6 GW Mail app from Ghost Pattern software to connect to GroupWise Server versions 6 through 8 for email access. If your company uses Lotus Notes, you'll need IBM's free Lotus Notes Traveler app, which can connect to version 8.5.1 or later of the Lotus Notes server and act as the client for email, calendaring, and contacts management. iTunes Store note that prices are subject to change and were current when this article was originally published. So you can use CRM and manage your documents and attachments from an iPad.In this article, you'll find links to the apps' download pages at the U.S. And of course, Windows tablets have full file upload capabilities for CRM attachments and SharePoint documents. Android tablets, like the Nexus 10, allow you to upload to websites in Chrome from the photos or documents folder. This can be a very handy way to quickly move documents to a document library. Email enable your document libraries. Store the link to the email in an email field on the account.SharePlus can check in any file in the Documents to Go file storage. If you use SharePoint on premises, you can upload documents to CRM SharePoint document libraries using a third-party SharePoint app like SharePlus.You can browse the account folders by name and save the document to the appropriate account folder (or subfolder for opportunities, cases, or contacts). If you use SharePoint as part of an Office 365 subscription, you can use the new Office iPad apps and save directly to the CRM SharePoint document folders. ![]() Using CRM for tablets, you can attach photos as attachments from the app in notes.Once the thrill of being mobile wears off, you are struck with the realization, “How am I supposed to save documents and attachments to CRM?” While you have nearly full CRM functionality from the Safari browser, the lack of a shared file system limits the ability to upload files from the browser, like you can on a PC. ![]() So you’ve joined the modern world and are using CRM exclusively from an iPad. ![]()
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