Sage Software 5.8 manual Field Description

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Making Devices Known to CRM

5.Select the XSL transformation file your device requires from the XSL File Name list.

6.Select an alternative device from the Based On Device list if the device you are setting up is not included on the Devices list in Administration Customization <Entity> Screens.

7.If your device uses a unique markup language to send information to CRM, type the language name in the HTTP Accepts field.

8.In the HTTP Content Type field, type the language that CRM will use to reply to the device.

9.Select Yes or No from the Supports HTML frames drop-down list to specify whether or not the device supports frames.

10.When you click the Save button, the new device is displayed in the list of devices.

The table below explains the standard fields on the Device input form.

Field

Description

Administrative

The description the administrator

Description

uses for the device being set up.

 

 

User Description

The description of the device that the

 

end user sees in CRM. This

 

description should make it clear to the

 

user what type of device is being

 

referred to.

 

 

XSL File Name

The name of the Extensible Stylesheet

 

Language (XSL) transformation file

 

required to convert CRM output to a

 

format that the mobile device can

 

understand.

 

 

Based On Device

If the device you are specifying is not

 

listed in the Devices list in

 

Administration Customization

 

<Entity> Screens, you can select an

 

alternative device from the Based On

 

Device drop-down list.

 

 

HTTP Accepts

You only need to complete this field if

 

the device you are specifying uses a

 

unique markup language—for

 

example, WAP uses WML. When you

 

specify a markup language, the device

 

sends a string to CRM to tell it which

2–4 Sage CRM

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Contents Sage Accpac CRM Wireless Mobile Guide Page Contents Working with CRM from a Mobile Phone Chapter Introduction IntroductionChapter Summary Chapter Summary Chapter Getting Started PrerequisitesMobile Devices URLs for Accessing CRMTo enable a user for mobile Enabling UsersTo set up a new device Setting Up New DevicesMaking Devices Known to CRM Field Description Mapping User Agents To map a user agent to a deviceMapping Unassigned User Agents To map an unassigned user agentCustomizing PDA Screens Wireless Mobile Screen CustomizationCustomizing a Dashboard on Mobile Devices To enable/disable the availability of a block to mobile Customizing WAP ScreensWireless Mobile Screen Customization Now you can… Logging On Chapter Working with CRM from a PDAYou can reach the Logon page in this way Logging Off To log offMoving Around Basic Screen ElementsTo find information Finding InformationExample Finding a Person Go ArrowExample Finding an Opportunity To add information Adding Customer InformationExample Adding a Person to a Company To add a person to an existing companyCompany Add Person Doing Your Work Navigating Your CalendarNew Appointment Managing Leads, Opportunities, and Cases To create a new lead, opportunity, or caseRunning a Report To update an existing lead, opportunity, or caseReporting To run a sample reportYou may need to scroll down to view the full report details To select a Dashboard for your PDA DashboardTo view a Dashboard from your mobile device Synchronizing with Microsoft Outlook To do thisLogging on Chapter Working with CRM from a Mobile PhoneBasic Navigation Elements Edit box LinkFinding Contact Information Searching for a Person To look up a persons phone and address detailsSearching for a Company To search for a companyNavigating your Communications List To display your current list of tasks and appointmentsTo navigate to your Calendar Changing the Status of a Communication To change the status of a meeting from Pending to CompleteFinding and Progressing an Opportunity Example Closing a SaleExample Progressing a Case Finding and Progressing a CaseTo progress a case Now you can… Chapter WAP Browsing CRM from a PDA Before you get started, you will need to make sure that youSetting Up a Connection To set up a connectionMy Connection Page One Connecting To connect to the InternetWAP Browsing from a PDA To start WAP browsing from a PDACRM Document Version Code IMP-WMG-ENG-580-1.0
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