CRM Best Practices: Creating a Shortcut on Your iPad

Posted by Bob Walton on Thu, May 3, 2012 @ 09:20 AM

Over the years we have found that there are certain questions that we get asked over and over again.  One of the things we have done to address some of these common and very important questions is to develop a complete support library of articles and videos to answer some of these important and frequently asked questions.

For those of you that have not had a chance to visit this library, you can find it in one of two ways.

  1. While logged in to in your BigContacts account you can click on the "support" tab and in here you can browse the various categories within the support library or search by keyword to find what you're looking for. 
  2. If you are not logged into your BigContacts account or do not yet have a BigContacts account you can CLICK HERE to visit our support library directly.
In addition to this library, I decided to start a Web based CRM "best practices" series of blog posts. The goal of this series is to periodically post key tips and techniques that you can use as a best practice with our CRM system. It is my hope that through this series we can help you maximize the benefit of the BigContacts platform within your business. 

Web-based CRM software is a very important and powerful software that should be implemented within any business.  We realize that, like any tool, we need to help our customers learn how to best use this very important tool.  

I hope that you will find these posts very useful and want to encourage you to comment and provide any feedback and ideas on what you would like to see discussed. Together with your input and our insights… I am confident that we can help you to maximize the value of BigContacts platform and make a real difference in your business.

Today's CRM tip/technique

To kick this series off I thought I would start with a simple yet very useful tip for those that use an iPad. As you may know, BigContacts has an iPhone app that gives you access to some of the core functionality of our system. This app is free and can be found in the app store.

Often times we are asked if we have an iPad app as well. We chose not to develop an iPad app because our full BigContacts application works great and displays very nicely on the iPad. Being able to access the full application on your iPad gives you all of the functionality of BigContacts and does not limit you in any way like a traditional app would.  The only real downside is that you have to go through a few steps to get to the site and get logged in to your account. It is not as quick and easy as clicking an icon on your iPad screen that will instantly open your app for you… or is it?

Great news! You can in fact create your own "app like" button on the home screen of your iPad.  There are a few simple one-time steps that you can take to create a button that will take you directly to your BigContacts login page. Below I will show you the steps along with screenshots to help you set up a quick and easy link to your BigContacts application right from your iPad home screen.  

Step 1

You will want to open your Safari browser and go to the BigContacts website at www.BigContacts.com. Once the BigContacts website opens you will want to click on the "account login" link in the upper right-hand corner of the screen.

BigContacts Login

Step 2

After you click on this "account login" link you will be brought to the main BigContacts login page. Here you will want to click on the button that corresponds to your system. For example, if you are on the main BigContacts system you will click on the blue button to the left. 

BigContacts Login

Step 3

Here you'll see the familiar login screen for your BigContacts account. This is the screen that we are going to turn into a direct link under a button on your home screen.

 BigContacts Login

Step 4

Now that you are on the login screen you're ready for your final step. Below are two screenshots that will show you where and how to add this as a button to your home screen. 

Bookmark BigContacts on your iPad

Bookmark BigContacts on your iPad

Now that you have created your bookmark icon, you will see your button for direct access to your login page for your BigContacts account. You now have one step access your login page and you are ready to go!


BigContacts Icon on your iPad home screen
I hope that did you find this tip to be very helpful and a big timesaver.  

I encourage you to post comments here and ideas for the best practices that you would like to dive into and learn more about. Look for more great tips and ideas to come.

 

Categories: Best Practices

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