IFS CRM Companion¶
IFS CRM Companion is designed to support both sales representatives in their day-to-day work in the field and their managers. It is fully integrated with IFS Embedded CRM solution, allowing users to keep track of Leads, Accounts, Contacts, Business Activities an Business Opportunities.
To make the app available for use, a system administrator needs to grant the following permissions:
- CRMCompanionApp1 security grant must be given from Solution Manager > Aurena Native Apps > Administration > Security Grants and Entity Filters > Security Grants by Permission Set
- The user should be granted access to the projection CRMCompanionApp
Activate the Client¶
To logon to the proper IFS Applications system and use the app, enter the Server URL and then login using your user credentials with User and Password. This information should be supplied by your system administrator. Once you are logged in, the dashboard is shown. Click on one of the dashboard tiles to see all Leads, Lead Contacts, Accounts, Account Contacts, Opportunities or Activities.
Setup Environment Configurations¶
Ensure that Aurena Native apps are registered as a custom IAM client as instructed on this page
Ensure that the Redirect URI for IFS CRM Companion app is registered as: