„Fill in visit reports for SAP® with the iPad on the go“

The app it.x-forms enables you to receive individual visit reports from the SAP® CRM and to process them. For this purpose, an appointment is scheduled in the CRM system which will be sent to a field representative via e-mail either ad hoc or, for example, one day before the scheduled date.
The visit report will then be available in the e-mail on the iPad and can be opened with it.x-forms. Thus, it is possible to take a look at relevant cus-tomer information, to create new tasks with or without reference to an Opportunity and to complement them with texts. After finishing the entries of the visit results, they will be sent back to the SAP® CRM via e-mail. The e-mail content will be evaluated automatically and, after successful processing, the tasks and texts will be stored in the SAP® system.

FUNCTIONS AT A GLANCE
•Customer information will be provided offline for the preparation of the appointment
•The appointment can be documented offline
•Maintenance of contact persons, tasks and opportunities of the ap-pointment
•Data transfer via e-mail
•Integration with SAP® CRM by means of it.x-mobile

REQUIREMENTS
A configured SAP ® CRM 2007 / 7.0 with the Add-on product it.x-mobile of itelligence AG enables the integration of visit reports with it.x-forms on the iPad.

In the test mode the application can be used without it.x-mobile integra-tion.

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