Captua Mobile: Features

Basic Features

	Online & Offline Operation
	This client application can be operated in online or offline modes for maximum usability in instances where network reception is poor or non-existent. To activate this function the user must have logged in at least once.
	Secure PIN Authentication
	Provides secure user name and PIN login to prevent unauthorized access. User name would be stored in setting file for quick and easy login.
	Smart Sync
	Smart background synchronization technology to reduce data transfer costs. Data is downloaded on login only and uploaded at regular timed intervals – completely customisable.
	Today Screen
	This Screen provides overview of employee and company that the device is assigned to. This screen also displays number of active calls available and any pending sync activity. Message of the day is also presented on this screen.

Order Management

	Building Orders
	User can browse from all products or filter down by category or supplier. Once product has been selected from the list, user can specify quantity to be ordered. Discount can also be applied to the product lines. Selecting add line will add product in to the order and take user to the order details screen.
	Create Orders
	User can enter new orders using creating new order. New Order will contain information like Order, Outlet, Account (Auto), Cust Ref, Required by (Calendar view provided), type (drop down) and representative name

Product Management

	Product Attributes
	Apply any custom field to your products for collection and profiling
	Product Profile
	Users can view and update all products associated with the selected outlet. Whether it's your own products or competitor products, detail can be viewed by selecting a particular product.

Store Management

	Custom Attributes
	User can view/edit outlet custom attributes as defined by the administrator on CRM. e.g. Red Bull on sale?
	Easy to Navigate Interface
	Store management features have same tabbed navigation interface as the call system.
	Outlet Address Information Visible on Call Grid
	A context menu option has been added to make the address details of the outlet visible without entering the call.
	Outlet Contacts
	Add contact information or edit existing contact information for a particular outlet. Contact details can be First Name, Last Name, Job Title, Work Te, E-mail, Address 1, Address 2, City, Country, Postal code etc.
	Outlet Notes
	Submit a single note about a particular outlet. Useful if a visit can't be completed for a particular reason.
	Outlet Support Tickets
	Users can raise actions via outlet support tickets directly from the handheld.
	Update Store Details
	User can view/edit fixed store details like Code, Name, Location, Address 1, Address 2, City, Country, Postalcode, Phone, Fax etc.

Tracking

	User Location Tracking
	This feature allows administrators to have an ‘at a glance’ view of staff whereabouts at any time via GPS and mobile phone mast. Read Blog Post: Captua Mobile: Tracking Edition

Visit & Call Management

	Assignment Modes
	Use full mode to download all stores managed by the user or select assigned only to bring down only outlets with visits pending.
	Call Filtering
	User also have advanced Call Filtering option available from the drop down menu on the calls screen that allows to filter calls by Account, Outlet Name, Location or other parameters. Filers can be on Field, Order, Direction and Account.
	Clear Profiling
	Prompt users for new information on each visit, or provide the information from a previous call.
	Conditional Questioning
	Conditional logic can be applied to questions based on the user's answer to a previous question.
	Customisable Grids
	Administrators can customise the way outlets and calls are displayed to users based on available fields.
	Easy Navigation
	Once the form has been selected, the user will have summary of the activity details. There will be tabbed navigation system which allows user to proceed logically through the activity. The home page will have information like customer, Location, Date and Time, Estimated Duration and Tracking Number.
	Form Completion
	User can complete forms by selecting appropriate options from input types. Read more about the input types here
	Form Selection
	After entering a call, the user must select an appropriate form from the drop down menu. Calls and visits may have multiple activities attached to them. You can set a default form for your users if required.
	Question Masking
	Administrators can hide questions or products based on selected territories, accounts or a date range.
	Question Notes
	User can also have option to add optional "free type" notes to answers.
	Schedule Visits, Surveys or Calls Directly From Handheld
	A step by step, wizard like process which allows you to search for an outlet and schedule a call on it from all activities associated with the parent account. If the outlet doesn’t exist, it can be easily created.
	Signature Capture
	Obtain a signaure from the individual completing the call or an store contact.
	Validation
	Administrators can set required responses and validation is performed at the end of the call, with clear indications of what's still to complete
	Visit Overview
	The Call Overview screen provides a brief description of the purpose of the visit. User can also quickly jump to the Product Ordering and Outlet Management screens from here.

Question Types

	Check Box List
	Allows users to check a box, indicating a true or false attribute of a record. The reporting system uses "true" for checked values and "false" for unchecked values.
	Digital Image
	Allows users to capture a digital image.
	Drop Down List
	Allows users to select a single item from a list of options you can define.
	Numeric
	Allows users to enter a valid numeric value using an up/down control on Captua Mobile.
	Text
	Allows the user to enter any combination of letters and numbers up to 255 characters.

Advanced

	Advanced Sync Options
	Force your handheld to log in offline or skip the inital sync altogether.
	Data Caching Technology
	For users with large datasets, information is cached to provide the fastest service to the user.
	Error Reporting
	If something goes wrong, find out the detail in our error report zone within local administration
	Response Actions
	Create a record on CRM based on results from specific fields from respondants mobile or web surveys. Great for adding new contacts to the system.