Sage Software
5.8
manual
Sage Accpac CRM Wireless Mobile Guide
Connecting
URLs for Accessing CRM
Setting Up New Devices
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Sage Accpac CRM 5.8
Wireless Mobile Guide
Page 1
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Page 1
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Contents
Sage Accpac CRM Wireless Mobile Guide
Page
Contents
Working with CRM from a Mobile Phone
Introduction
Chapter Introduction
Chapter Summary
Chapter Summary
Prerequisites
Chapter Getting Started
To enable a user for mobile
URLs for Accessing CRM
Mobile Devices
Enabling Users
To set up a new device
Setting Up New Devices
Making Devices Known to CRM
Field Description
To map a user agent to a device
Mapping User Agents
To map an unassigned user agent
Mapping Unassigned User Agents
Customizing PDA Screens
Wireless Mobile Screen Customization
Customizing a Dashboard on Mobile Devices
Customizing WAP Screens
To enable/disable the availability of a block to mobile
Wireless Mobile Screen Customization
Now you can…
Logging On
Chapter Working with CRM from a PDA
You can reach the Logon page in this way
To log off
Logging Off
Basic Screen Elements
Moving Around
Example Finding a Person
Finding Information
To find information
Go Arrow
Example Finding an Opportunity
Example Adding a Person to a Company
Adding Customer Information
To add information
To add a person to an existing company
Company Add Person
Navigating Your Calendar
Doing Your Work
New Appointment
To create a new lead, opportunity, or case
Managing Leads, Opportunities, and Cases
Reporting
To update an existing lead, opportunity, or case
Running a Report
To run a sample report
You may need to scroll down to view the full report details
To select a Dashboard for your PDA
Dashboard
To view a Dashboard from your mobile device
To do this
Synchronizing with Microsoft Outlook
Basic Navigation Elements
Chapter Working with CRM from a Mobile Phone
Logging on
Edit box Link
Finding Contact Information
To look up a persons phone and address details
Searching for a Person
To search for a company
Searching for a Company
To display your current list of tasks and appointments
Navigating your Communications List
To navigate to your Calendar
To change the status of a meeting from Pending to Complete
Changing the Status of a Communication
Example Closing a Sale
Finding and Progressing an Opportunity
Example Progressing a Case
Finding and Progressing a Case
To progress a case
Now you can…
Before you get started, you will need to make sure that you
Chapter WAP Browsing CRM from a PDA
To set up a connection
Setting Up a Connection
My Connection Page One
To connect to the Internet
Connecting
To start WAP browsing from a PDA
WAP Browsing from a PDA
CRM Document Version Code IMP-WMG-ENG-580-1.0
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