When you start the app, a clear list of all upcoming activities is displayed. Activities can be: appointments, external visits, in-house visits, tasks, notes, training, coaching, trade fairs, engineering.
At a glance, you will see information on the date, subject, place and duration. Touching an activity provides additional information on due dates, status, reminders, long text, contacts involved, or links to the other app areas, such as orders or invoices, which can be individually set. In this detailed view, you can directly access the relevant contacts and views linked, by touch.
Existing activities can be edited. All fields displayed are editable. New activities can be created.
Every activity has its own unique information. Therefore, in addition to the standard view, you have the option of creating links to the apps needed and hence the related information for each individual activity. A pull-down menu displays all available function areas, which can be directly selected by touch.
The detailed view of an individual contact displays address, picture, communication information, company, function and date of birth as well as the activities in which the contact is involved. Touching an activity will take you directly to its detailed information. You can then directly call the contact or send them an e-mail from the contact view. Existing contacts can be edited. All fields displayed are editable. New contacts can be created.
Via the display of bids, orders, invoices and/or credits, field sales staff always have current information on customers. This considerably shortens preparation time for customer meetings, and reduces paperwork. The start view displays a clear list from which the individual document can be directly accessed by touch. The detailed information displays the customer, document number, amount and object, as well as individual items with quantity and price. This app lets the mobile device user link documents to activities.
"Customers" first displays an alphabetised list of company names. The search function with the fade-in virtual keyboard offers quick direct access to a desired company. In the first detailed view, physical address, telephone number, e-mail address, comment and all of the particular customer’s contacts are displayed. Tapping on a contact shows you an overview of the detailed information available on that contact – a feature you are already familiar with from the contact app – as well as upcoming activities. Customer data can be edited or new customers /leads created on-the-go.
"Objects" is used to manage projects, and comprises sales projects, opportunities, and building or any other type of projects. The start view shows all objects with their status and the next upcoming appointment.
The detailed view displays information on status, notes, contacts involved, upcoming activities and the additional app areas the mobile device user has linked. Objects can be edited or created on-the-go.
The interface to the central ERP is bidirectional. Thus current data is available internally as well as via mobile access after each synchronisation. Unidirectional synchronisation is also possible if desired. Using standard database query, specific data and data quantity can be defined for synchronisation. For example, a user can choose to only synchronise changes from the last week or only individual processes.
The functions supported by the individual mobile device such as telephony, e-mail and navigation are fully integrated. That makes mWorkspace a versatile tool for use by all those who spend a lot of time on the move. You move from an address directly to your map app, where you can see the location and have a route determined for you. You can directly call a contact from the contact view or send him an e-mail.