PisaSales tablet1.6.710 - App Store

With PisaSales tablet for iPad, you have access to your PisaSales CRM solution anytime, anywhere. Ingeniously simple to use and equipped with powerful features all your contact data, appointments, tasks, documents, quotes, orders, service calls, a FAQ database and much more is available to you. PisaSales tablet is individually adaptable to your needs just as the desktop and smartphone versions of the PisaSales CRM.

Which features does the app provide?

Cockpit
PisaSales tablet starts with your individual cockpit displaying e.g. your recent quotes, upcoming appointments, selected contacts, open tasks or important documents as a favorite or in lists. With a tap, you open the required data set.

Messages and collaboration
Communicate via short messages with other PisaSales users and send links to documents, quotes or tasks. Upon request, you can get those messages automatically via push. Process-related chats are available as well. The PisaSales CRM informs you immediately about news in processes you are working with via the Apple Push Notification service. One tap on the message will lead you directly to the proper context in the PisaSales CRM.

Full-text search
The powerful EUREKA full-text search integrated in the app allows you to find your data reliably and fast, including contacts, activities, sales processes, service data, documents (including content search) and more.

Contacts
PisaSales tablet offers you quick access to the contact management of your PisaSales CRM. Besides the most important contact data of persons and companies, you can display addresses on a map. Contacting persons can be done comfortably via phone, e-mail or SMS function directly in the app. The entry of new contacts is as easy as searching for and editing of already existing contacts or companies. Prepare yourself for your next customer visit by accessing all data in the company cockpit.

Activities
Use the activity management of your PisaSales CRM on your tablet: find, create, lead and edit phone calls, e-mails, appointments, tasks and memos comfortably as well as easily read and comment visit reports.

Documents
PisaSales tablet enables you to access the document management of your PisaSales CRM. The app shows you the most important document details and opens documents in the native viewer. Moreover, you can upload or save documents from your photos folder or iCloud account directly in the PisaSales CRM.

Sales
PisaSales tablet makes it easy to search, display and edit business opportunities, quotes and orders as well as related information such as documents, contacts or activities. Of course, you can see the respective scope of delivery in all sales processes.

Service
The app allows you to search, display and enter service calls or tickets. You have access to service objects (products relevant for service) and the FAQ database of your PisaSales CRM.

Marketing
With PisaSales tablet you get access to all data of marketing campaigns such as fairs, events or publications. You can find all information about related activities, organizational contacts and participants, display event locations on a map or download documents.

Property-related contract business
The app offers you a specifically dedicated section for the property-related contract business that provides a consolidated and well-structured view of all properties as well as a wealth of linked information. The app enables the transparent management of relationships between all the entities involved in terms of their connection to a given property.

Prerequisite:
To use the app you need a respective PisaSales license. Please contact your administrator or PisaSales application supervisor.

News: https://help.pisasales.com/changelog/app-news

Version History - Added network speed tests for download and upload performance
- Enhanced stability and performance with various bug fixes 1.6.710 09/04/2025 Bug fixes 1.6.703 04/01/2025 Bug fixes 1.6.702 02/19/2025 Fixed an issue that was causing crashes. 1.6.701 02/18/2025 Increased connection timeout
Fixed sub list elements deletion
Isolated questionnaires improvements
Other bugfixes and improvements 1.6.700 02/16/2025 Implemented timezone transmission to the server.
Introduced support for HERE maps functionality.
Utilized cached menu data to optimize performance. 1.6.500 04/16/2024 - Commentability and title editability of attachments in plugins
- Isolated questionnaire settings and sync manager
- Isolated questionnaire report
- Pocket header improvement
- Convention badge scan extension
- Custom local filters for staff list
- Better time zone handling 1.6.102 10/24/2023 -Bugfixes 1.6.101 10/18/2023 Commentability and title editability of attachments in plugins
Isolated questionnaire settings and sync manager
Isolated questionnaire report
Pocket header improvement
Convention badge scan extension
Custom local filters for staff list
Better time zone handling 1.6.100 10/17/2023 - New isolated questionnaire*
- New design for navigation and headers
- Convention badge scan*
- Character limit for questionnaire answers
- Revised questionnaire jump validation
- Document release when sending email
-* requires Sales 8.1 1.5.500 03/13/2023 - Support for multi-questionnaires*
- Management of mailbox folders*
- Mobile signatures for emails*
- Marking of preselected selector entries*
- Modernized icons*
- Support for Apple iWork formats
- Direct upload of documents when inserting/editing
- PDF generator for reports
- Different localization for app areas
- Declarative control of detail areas
* requires Sales 8.1 1.5.400 07/04/2022 - UI display/behavior improved on iPad
- Optimized URL input in settings
- New settings in admin UI for login sets, Open-ID login
- Initial collapsible areas in detail masks (adjustable)
- Assign/Delete also in DLG fields of modal subdialogs
- Copy text content also from detail mask
- Sorting of content in various lists
- Optimized validation of questionnaires
- Improved ergonomics on offline transition 1.5.350 04/01/2022 - UI display/behavior improved on iPad
- Optimized URL input in settings
- New settings in admin UI for login sets, Open-ID login
- Initial collapsible areas in detail masks (adjustable)
- Assign/Delete also in DLG fields of modal subdialogs
- Copy text content also from detail mask
- Sorting of content in various lists
- Optimized validation of questionnaires
- Improved ergonomics on offline transition 1.5.301 02/09/2022 - UI display/behavior improved on iPad
- Optimized URL input in settings
- New settings in admin UI for login sets, Open-ID login
- Initial collapsible areas in detail masks (adjustable)
- Assign/Delete also in DLG fields of modal subdialogs
- Copy text content also from detail mask
- Sorting of content in various lists
- Optimized validation of questionnaires
- Improved ergonomics on offline transition 1.5.300 01/24/2022 - Adapted Corporate design*
- History of last used objects*
- Improved new mailbox*
- Offline/online selectors for additional data from server*
- MS 365 integration for Pocket/Tablet*
- Company cockpit and improved cockpit elements
- Support of object links
- Server-side support for image scaling, file upload
- Improved calendar synchronization with server
- More service plugin optimizations*
*from Server 8.0 1.5.200 09/23/2021 - Adapted Corporate design*
- History of last used objects*
- Improved new mailbox*
- Offline/online selectors for additional data from server*
- MS 365 integration for Pocket/Tablet*
- Company cockpit and improved cockpit elements
- Support of object links
- Server-side support for image scaling, file upload
- Improved calendar synchronization with server
- More service plugin optimizations*
*from Server 8.0 1.5.100 07/23/2021 - Optional image shrinking for attachments etc.
- Attachments from file system now with "real" names
- In project selection now also "customer" visible
- Improved address selector at contacts
- Counter for available character limit in text fields
- HTTP protocol as alternative to WebSockets
- Reloading of missing plugins possible
- Logical behavior of employee list
- Missing files synchronization improved
- Connection diagnostics 1.4.301 04/21/2021 - Optional image shrinking for attachments etc.
- Attachments from file system now with "real" names
- In project selection now also "customer" visible
- Improved address selector at contacts
- Counter for available character limit in text fields
- HTTP protocol as alternative to WebSockets
- Reloading of missing plugins possible
- Logical behavior of employee list
- Missing files synchronization improved
- Connection diagnostics 1.4.300 04/16/2021 - Download visit report at the appointment*
- HTML field maximizable
- Show external images in emails on demand
- Calling the sender from within an internal message
- Sharing data with PiSA sales optimized for iOS
- Definitions in backend for background images
- Service plugin for editing/synchronization confirmations extended
- Select questionnaire at the visit report
- Language packages for GUI texts of the client app
*from server 8.0, patch possible 1.4.201 02/02/2021 - Download visit report at the appointment*
- HTML field maximizable
- Show external images in emails on demand
- Calling the sender from within an internal message
- Sharing data with PiSA sales optimized for iOS
- Definitions in backend for background images
- Service plugin for editing/synchronization confirmations extended
- Select questionnaire at the visit report
- Language packages for GUI texts of the client app
*from server 8.0, patch possible 1.4.200 01/20/2021 - Record usage data (billing on a time basis)*
- Authentication via OpenID Connect*
- HTML editor improved
- New mailbox integrated*
- Improved offline cache capabilities
- Optimized Cockpit, update, new lists
- Improved contact registration in visit report and fair app
- Improved contact post-processing with duplicate check
- Central settings mask for contact registration
- Improved business card recognition, offline and via web service
*higher than Server 7.5 1.4.100 10/01/2020 - Optimized share screen with contact selection
- Optimized Cockpit Download
- Master-Detail-Forms can also be displayed offline
- Flash control when shooting business cards
- Cockpit edit mode also on tablet
- New central settings dialog*
- Message counter in the cockpit and in plugins
- Support for all-day appointments (calendar/BB app)
- Update of accounting sheets possible (Service App)
- Control of tag properties in Customizing
*higher than Server 7.5 1.3.340 07/09/2020 - New media library as file manager*
- Offline functionality optimized for documents and images
- Inserting images in HTML editor
- Optimized presentation of online contacts/documents in plug-ins*
- Optimized radius search, keep last filter*
- Simplified work with e-mail drafts*
- Assignment of cases to e-mails*
- Optimized recording of expenses/commodities, easier naming of attachments
- Name assistant for personal contacts
*from Server 7.5 1.3.330 04/16/2020 - Integrated modern HTML editor
- Radial search with map view of the address
- Extended offline data storage
- Own business card scanner function with more precise image recognition
- Support of deep links on PiSA sales objects (e.g. processes, documents)
- Lists with information of activities in a detail form
- New offline-capable email plugin
- Calendar plugin with new month view and offline support
- Selection and assignment of online contacts and documents in plugins
- Corporate design is customizable 1.3.314 01/31/2020 * Improved and faster display of lists
* The size of texts and control elements depends on your scaling settings on the device and can be adjusted
* Optimized offline database with download of data in the background and visualization of the download status - save your CRM data such as specific filters, result lists of an individual search or a single object from the PiSA sales CRM on your mobile device for later offline use
* In the “App-in-App” for messages, users of a PiSA sales CRM server version < 7.4 can now also conveniently file messages via a switch (“toggle”)
* Optimized appointment download with time stamp in the “App-in-App” Entry Portal
* Multiple file selection of attachments for all “Apps-in-App” 1.3.201 06/20/2019