Sage Software 5.8 manual Mapping User Agents, To map a user agent to a device

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Making Devices Known to CRM

Field

Description

 

type of markup language it uses.

 

 

HTTP Content Type

This is similar to the HTTP Accepts

 

field. Specifying a markup language

 

in this field ensures that when CRM

 

sends back a reply to the device, it

 

tells it which markup language it is

 

sending.

 

 

Supports HTML

Specify whether or not the device you

Frames

are setting up supports HTML frames.

 

 

Device Image

Specify the image extension (.jpg, .gif,

Extension

.png, etc) to be used with the device.

 

 

Device Code Page

Specify the character set. For example,

 

shiftjs or utf8.

 

 

Device Max Rows

Specify the maximum number of rows

 

that can appear in a grid.

 

 

Mapping User Agents

CRM typically maps user agents automatically. It is unlikely that you will need to map them yourself.

Every mobile device has a user agent, which describes the device to CRM. You only need to map a user agent to a device if the device is not already known to the CRM system. If you do not map a user agent to the device, CRM determines which user agent the device uses and maps it automatically.

To map a user agent to a device:

1.From Administration Advanced Customization Devices, select a device from the list of devices by clicking on its hypertext link.

Devices list

The Device input form is displayed.

Wireless Mobile Guide 2–5

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Contents Sage Accpac CRM Wireless Mobile Guide Page Contents Working with CRM from a Mobile Phone Introduction Chapter IntroductionChapter Summary Chapter SummaryPrerequisites Chapter Getting Started Enabling Users URLs for Accessing CRM To enable a user for mobile Mobile DevicesMaking Devices Known to CRM Setting Up New DevicesTo set up a new device Field Description To map a user agent to a device Mapping User AgentsTo map an unassigned user agent Mapping Unassigned User AgentsCustomizing a Dashboard on Mobile Devices Wireless Mobile Screen CustomizationCustomizing PDA Screens Customizing WAP Screens To enable/disable the availability of a block to mobileWireless Mobile Screen Customization Now you can… You can reach the Logon page in this way Chapter Working with CRM from a PDALogging On To log off Logging OffBasic Screen Elements Moving AroundGo Arrow Finding InformationExample Finding a Person To find informationExample Finding an Opportunity To add a person to an existing company Adding Customer InformationExample Adding a Person to a Company To add informationCompany Add Person Navigating Your Calendar Doing Your WorkNew Appointment To create a new lead, opportunity, or case Managing Leads, Opportunities, and CasesTo run a sample report To update an existing lead, opportunity, or caseReporting Running a ReportYou may need to scroll down to view the full report details To view a Dashboard from your mobile device DashboardTo select a Dashboard for your PDA To do this Synchronizing with Microsoft OutlookEdit box Link Chapter Working with CRM from a Mobile PhoneBasic Navigation Elements Logging onFinding Contact Information To look up a persons phone and address details Searching for a PersonTo search for a company Searching for a CompanyTo display your current list of tasks and appointments Navigating your Communications ListTo navigate to your Calendar To change the status of a meeting from Pending to Complete Changing the Status of a CommunicationExample Closing a Sale Finding and Progressing an OpportunityTo progress a case Finding and Progressing a CaseExample Progressing a Case Now you can… Before you get started, you will need to make sure that you Chapter WAP Browsing CRM from a PDATo set up a connection Setting Up a ConnectionMy Connection Page One To connect to the Internet ConnectingTo start WAP browsing from a PDA WAP Browsing from a PDACRM Document Version Code IMP-WMG-ENG-580-1.0
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