Data Management
New or modified data are automatically updated wirelessly on each mobile device, ensuring each employee has the most current customer, product or price data. Automate regular data uploads. doForms makes accessing data simple with conditional lookups that filter data sets based on other data in your form.
Integrated Price Books
Make sure your pricing is always up-to-date and in the hands of all of your customer-facing employees. Changing a price updates every mobile device automatically.
Sync & Save integrates with these databases:
- Microsoft Access
- Microsoft SQL Server
- MySQL
- ODBC
- Oracle
- Sybase ASE
… with these applications:
- doForms Dispatch
- doForms Custom Reports (Excel or PDF)
- Evernote
- Google Sheets (spreadsheets)
- Method CRM
- Microsoft Excel
- Microsoft SharePoint (2010 and 2013)
- ODBC Compliant Databases (includes databases listed plus IBM DB2, PostgreSQL, etc.)
- QuickBooks (Desktop & Online)
- Salesforce.com
- SMS (Clickatell)
- Text Files (CSV/Delimited/Fixed Width/XML)
…and with these cloud storage applications:
- Box
- Dropbox
- Google Drive