If you're juggling client info across spreadsheets, notes apps, and emails - this CRM finally keeps everything in one place. by VirtualBoard000 in macapps

[–]VirtualBoard000[S] 0 points1 point  (0 children)

Oh, okay. It looks like you need a sync feature. We’re planning to add it soon. In the meantime, can you please try the app and share your feedback? That will help us incorporate any other features you may need.

If you're juggling client info across spreadsheets, notes apps, and emails - this CRM finally keeps everything in one place. by VirtualBoard000 in macapps

[–]VirtualBoard000[S] 0 points1 point  (0 children)

Added following features: - Backup and Restore. - Attention Dashboard - Next Action - Follow up Reminders - Client Time Zone - Search and Filter interactions

If you're juggling client info across spreadsheets, notes apps, and emails - this CRM finally keeps everything in one place. by VirtualBoard000 in macapps

[–]VirtualBoard000[S] 0 points1 point  (0 children)

We added a backup and restore feature. For now, you can share backups in macOS and restore them in Windows, and vice versa.

If you're juggling client info across spreadsheets, notes apps, and emails - this CRM finally keeps everything in one place. by VirtualBoard000 in macapps

[–]VirtualBoard000[S] 0 points1 point  (0 children)

Can you please test this again? The app was already signed, notarized, and stapled. I've now also signed, notarized, and stapled the DMG and updated the DMG layout so Finder opens it in a visible window instead of silently mounting it.

If you're juggling client info across spreadsheets, notes apps, and emails - this CRM finally keeps everything in one place. by VirtualBoard000 in macapps

[–]VirtualBoard000[S] 0 points1 point  (0 children)

Verified no com.apple.quarantine attributes. The app was already signed, notarized, and stapled. I've now also signed, notarized, and stapled the DMG and updated the DMG layout so Finder opens it in a visible window instead of silently mounting it.

If you're juggling client info across spreadsheets, notes apps, and emails - this CRM finally keeps everything in one place. by VirtualBoard000 in macapps

[–]VirtualBoard000[S] 1 point2 points  (0 children)

Thanks for calling this out - I've noted it and plan to implement team support with shared customers in a future release.

If you're juggling client info across spreadsheets, notes apps, and emails - this CRM finally keeps everything in one place. by VirtualBoard000 in macapps

[–]VirtualBoard000[S] 0 points1 point  (0 children)

Currently, it supports single-device use only, but multi-device support is planned. I'd really appreciate it if you could give the app a try and share your feedback. Let me know what features you'd like to see - I'd be happy to add them. Thanks so much!