ClearView CRM Mobile1.7.3 - App Store

Love the power and ease of use of ClearView CRM? Now you can take it on the road with ClearView CRM Mobile. Simply download the app to make your fundraising life on the go more efficient and effective.

--Prepare for meetings and stay connected with donors.

--Easily access key donor information like demographics, gift history, memos and more.

--Create and see actions, notifications and opportunities related to everyone in your portfolio.

Take advantage of ClearView CRM Mobile to easily handle the vital out-of-office activities supporting your solicitation efforts:

Plan your meeting strategy using summary and detailed donor data at your fingertips.
Call prospects on your mobile phone from within the app, then record info on the call.

Capture meeting notes using the voice-text capability of your phone.

Locate the donor you want to visit, and map the most efficient route to get there.

Update information on your donors and opportunities as soon as you learn new information.

Connect with your donors via phone, email or text.

Import and export donor information to your device contacts file.
Use the camera on your device to capture pictures and associate them with your donors, adding profile pictures, for instance.

ClearView CRM Mobile looks and work great on your iPhone and iPad. Even better, you can tailor how ClearView CRM Mobile works for you by configuring the application in ClearView CRM administration.

Technical requirements

--ClearView CRM Mobile works with ClearView CRM cloud subscriptions running the current release of ClearView CRM.
--ClearView CRM Mobile is currently available for iPhones and iPads.

For further questions, please email us at support@softrek.com or call 800.442.9211.

Version History Updated base URL to doubleknot.com 1.7.3 09/14/2020 - Bug fixes 1.7.2 03/04/2020 Single Sign On support for Microsoft Azure. Contact your account manager for more information. 1.7 06/10/2019 ClearView CRM Mobile version 1.6 offers the following improvements:
- Administrators, you can now set the logout frequency for ClearView CRM Mobile so the application logs out users at regular intervals.
- If your phone has the capability, you can now stay logged into ClearView CRM Mobile via thumbprint recognition..
- ClearView CRM Mobile’s login page now defaults to your user name, organization, and URL so so only need to add your password to log in. 1.6 02/08/2017 What's new in the ClearView CRM Mobile app?
- The Events Registration and Groups functions are available to make Events in Mobile even more useful. Manage participant registrations, set up group structures and members, and more.
- The function that allows you to add constituent profile photos now works with phones using Android version 6.0 and higher. 1.5 01/06/2017 Opportunity Add bugfix 1.4.2 11/19/2016 Changes and improvements in ClearView CRM 1.4:

- All Other Solicitors are now listed on Opportunity View and Edit screens.
- You can now add, edit or delete Solicitors in the app.
- You can create a new Opportunity record in the app.
- You can now easily distinguish between Filters and the ability to Sort in a data table.
- The Fund and Appeal now carry over to an Opportunity to an associated Action record.
- Creating an Action at the end of a phone call now completes correctly. 1.4 11/16/2016 Work with data table filters now in version 1.3 of ClearView CRM Mobile. View data just as you can in ClearView on your desktop.

***New!***
--You can now filter the results for all data tables in Mobile, including Events.

--The default view of data tables in Mobile matches the organization’s configured default view.

***Updates and Fixes***

--The request to create an action after a phone call now completes and no longer causes an error. 1.3 10/05/2016 Work with Events in version 1.2 of ClearView CRM Mobile. View, add and edit info on your organization’s events--all on the go! Other improvements/additions make the app easier to use and more informative about constituents.

***New!***

• Events: Tap Events icon for Events data table. View, add or edit information in individual Event screens. Tap Event to view Events Summary screen with key data.

***Updates and Fixes***

• Notifications link back to related prospects, actions, opportunities, gifts and payments.
• Tap paper clip icon to add attachment to most record types.
• Greeting field updates when Prospect Record Greeting Preference changes.
• Tap Spouse name in Prospect Summary Key Info section to go to spouse’s Prospect Summary, if one exists.
• Probability field updates when stage of opportunity changes. 1.2 07/31/2016 *Updates*:

When you page through a list of detail records, you can now tap or swipe through pages. You can also right-swipe on any screen to go to the main menu.

You can now *Watch* prospects to receive an automatic *Notification* when a change is made according to your *Watch* preferences.

Relevant data tables now include a "Mine" filter, so you can readily limit results to just records associated with you.

We made it easier for you to add a profile picture to a prospect record.

Prospect address information on the *Key Info* tab is now more logically grouped by *Address Type*.

Consistent with a new optional feature in ClearView, changing the stage of an *Opportunity* record displays a prompt according to your organization's *Stage Change Rules*.

The version of ClearView CRM Mobile that you are running is now displayed.

*Fixes*:

The *Prospect Overview* tab now respects the field order set in ClearView Administration.

*Add Prospect* now respects any default values set by your organization for fields included in the mobile *Add Prospect* screen. 1.1 02/20/2016 1.0 11/13/2015