Deltek Touch CRM Status
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Summary of Deltek Touch CRM Problems 😠👌🔥
- Needs more filters (by org, by PM, by dollar value)
- Needs faster UI
- Needs to show results when you open the app instead of requiring you to search
- Feels like very little development dollars are going towards the app
- Deltek CRM does not like to Outlook mail or calendars
- Designed by accountants, not business development professionals
- You have to run two calendars
- No email integration
- Activity reporting is horrible
- Can't add new activities to a contact
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Common Deltek Touch CRM Problems & Solutions. Troubleshooting Guide
Complete guide to troubleshoot Deltek Touch CRM app on iOS and Android devices. Solve all Deltek Touch CRM app problems, errors, connection issues, installation problems and crashes.
Table of Contents:
Some issues cannot be easily resolved through online tutorials or self help. So we made it easy to get in contact with the support team at Deltek, Inc., developers of Deltek Touch CRM.
Touch CRM is ideal for the CRM user who travels or is frequently away from the office. - Some features will be unavailable if you are not on the most recent version of your Deltek CRM product (Vision, GovWin Capture Management or Ajera CRM customers only). - A server-side component must be installed by your administrator and your administrator must provide you with your organization’s unique Touch URL. Deltek Customer Relationship Management (CRM) customers now have access to the information they need from their mobile device, 24/7 with Deltek’s mobile solution. With Touch CRM, calling, emailing or getting directions to a contact’s office is as easy as a tap of a finger, allowing business developers to better compete, win and retain clients. To increase productivity and profitability, knowledge needs to be in the hands of those who need it when they need it most. Contact your IT department to ensure this component is in place and up-to-date prior to using this mobile app. - For more details on system requirements and known issues, please see KB article #71390 on Deltek’s customer care web site.
