Work with QR codes
QR codes are a helpful tool when working in CRM, specifically when working with contacts. Not only phone numbers, but entire contacts stored in SmartFP can be transferred to your phone via QR code. Avoid transcribing phone numbers and simply scan.
In the CRM module, view the list of contacts. In this view, there is a small QR code icon next to each contact. Simply click on it and use the QR code to easily transfer the saved contacts to your phone.
Preview PDF directly in list view
You can now preview attached PDF files directly in the list of items, events.
Currently, you click on the PDF attachment icon in the list and immediately see a preview. This functionality saves you from clicking from window to window, expanding items to the very detail.
WebDAV
In SmartFP, WebDAV is an integrated tool that allows users to securely edit MS Office documents stored on the server directly from their own devices.
This protocol extends the standard HTTP capabilities, providing support for team collaboration and file version control. In SmartFP, WebDAV makes it easy to access documents as if they were stored locally, simplifying work with corporate documents and making it easier to share and organize files within a company.
Reports
The report templates are prepared directly by the SmartFP team and are designed to meet the specific needs of users. Each template is carefully built to work with the different types of data available in the system. Users can then easily use these templates to create their own reports without the need for technical expertise or additional configuration.