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  • Last update: 6 years ago
  • Total downloads: 220
  • Operating system: Mac OS X
  • Publisher: Randr Inc
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mac default iconSales Portal for Mac Publisher's description

Web Sales tool for Businesses and Salesman who do not want or need a traditional CRM package

Web Sales tool for Businesses and Salesman who do not want or need a traditional CRM package.Manage prospects and customers throughout the sales cycle from your desktop,laptop,or mobile phone. Easy to use & install.Java,Tomcat,Ubuntu.Sept 2010

What's New in This Release:

В· The Printed Calendar both Weekly and Monthly now have a 2nd print button. This option will also print the Action Note.
В· When a new document is added, we now include the Creation Date and user. This will display on the prospect document view and document view.
В· Sales Portal now accepts orders from the eBusiness Suite as commission transactions. Salesmen and prospects need to be setup in the eBusiness Suite and are linked by their Salesportal ID.
В· If a commission is linked to a prospect, the commission will now display on the Prospect Detail Display screen.
В· We have added a migration log for tracking import and export status. This will be expanded on and add to the Infoportal Sales portal in a future release.
В· We have added a prospect import log to the database to allow you to audit prospect imports.
В· Email template has been added to the menu. This allows you to setup pre defined email responses that can be copied into an email.
В· We fixed a background processor error that occurred if you were doing multiple types of imports.
В· There are new database scripts to run
В· There new tags in xml_config/appConfig.xml: invoices add EMAIL_TEMPLATES at the end and for add ,0 or ,1 (activated) menu_options_enabled 1 and 2

System Requirements:

В· Java
Program Release Status: Minor Update
Program Install Support: Install and Uninstall

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