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Documentation from CRM Companion

  • November 28, 2022
  • 1 reply
  • 256 views

EqeRobertK
Superhero (Partner)
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Hi all,

For a customer in IFS9 we are looking for a solution for sales representatives.

Currently there are not user in IFS, but they need some information while on the road to customers. They can find this information from Sharepoint, where a lot of documents are stored. This customer want to store these documents in IFS (not in Sharepoint anymore), so they are looking for a solution for them to find these documents. My first idea was to install CRM Companion, but I am not sure if they can manage from there. The solution is still under design, so not sure where we are going to connect the document to (sales Quotation, Customer Order, Work Order, Customer, etc.). They are not using CRM as a solution in IFS, they only want to find these documents in an easy way.

So, any documentation of this app will help (in IFS9)

Thanks I advance,

Robert

Best answer by Masheesh

Hi @EqeRobertK , 

Probably you have already found a doc related to CRM companion, if not please refer the attached PDF about CRM Companion.

Best regards,

Masheesh

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  • Hero (Employee)
  • 50 replies
  • Answer
  • January 20, 2023

Hi @EqeRobertK , 

Probably you have already found a doc related to CRM companion, if not please refer the attached PDF about CRM Companion.

Best regards,

Masheesh


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