The Intapp 2.0 Mobile application allows access to information beyond just what's available at your desk, with dashboards, views, and template reports optimized for on-the-go consumption.
The Intapp 2.0 application provides secure mobile access to Intapp’s leading products. The application features a new Home screen providing a unified experience across multiple products, quick access to the most recently accessed data, favorite entries and recently created offline entries and more. The new configurable navigation option allows users to add frequently used products to the navigation bar for easy access.
The customizable More section will provide access to:
Objects: Access lists of Object data
Views: Run Public and My Views
Template Reports: Generate Template Reports
Meetings: View Calendar Meetings, with the ability to sync entries to DealCloud
Notifications: View Notifications that have been generated related to items that have triggered an alert, such as an update to an active deal or a task requiring your attention. In the Notification’s settings, enable Push Notifications to receive timely notifications.
Dashboards: And View and interact with Firm-level Dashboards.
Access firm level dashboards you can tap the Dashboards icon to access a list of available firm-level dashboards that offer interactive reporting
Drafts & Offline Entries: And view Drafts and Offline entries
This software requires the licensing and existing environment of Intapp CRM