Sage Software 5.8 manual Wireless Mobile Screen Customization, Customizing PDA Screens

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Wireless Mobile Screen Customization

Wireless Mobile Screen Customization

Customizing PDA Screens

Note: This section does not apply to WAP screens. WAP screen customization is described in the Customizing WAP Screens section later in this chapter.

A typical CRM installation includes default user interfaces for different types of mobile devices. However, you may want to further customize some areas. You should carefully consider the way in which you do this. The VDU on a mobile device is many times smaller than a standard monitor, so it is important that the user interface is optimized for the smaller screen size. For example, if you add too many fields to a PDA screen, it will look crowded and will be difficult for the user to work with.

The areas that can be customized for PDAs are:

„

„

„

Screens

Lists

Tabs

You customize PDA screens, lists, and tabs in the same way as you customize screens, lists, and tabs in CRM. However one additional step is required:

„Before you begin customizing Screens, Lists, or Tabs, you need to select the correct device type from the devices list. This list is displayed on the Screens, Lists, and Tabs pages in Administration Customization <Entity>.

Devices list

For more detailed information on screen, list, and tab customization, please refer to the System Administrator Guide.

Customizing a Dashboard on Mobile Devices

You may need to customize a Dashboard for PDA users. For example, you may decide to limit the content available to them and you may want to configure a default Dashboard screen for mobile users. For more information on setting up a Dashboard for users, please refer to the System Administrator Guide.

Wireless Mobile Guide 2–7

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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 StartedTo enable a user for mobile URLs for Accessing CRMMobile Devices Enabling UsersTo set up a new device Setting Up New DevicesMaking Devices Known to CRM Field Description To map a user agent to a device Mapping User AgentsTo map an unassigned user agent Mapping Unassigned User AgentsCustomizing PDA Screens Wireless Mobile Screen CustomizationCustomizing a Dashboard on Mobile Devices Customizing WAP Screens To enable/disable the availability of a block to mobileWireless Mobile Screen Customization Now you can… Logging On Chapter Working with CRM from a PDAYou can reach the Logon page in this way To log off Logging OffBasic Screen Elements Moving AroundExample Finding a Person Finding InformationTo find information Go ArrowExample Finding an Opportunity Example Adding a Person to a Company Adding Customer InformationTo add information To add a person to an existing companyCompany Add Person Navigating Your Calendar Doing Your WorkNew Appointment To create a new lead, opportunity, or case Managing Leads, Opportunities, and CasesReporting To update an existing lead, opportunity, or caseRunning a Report 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 To do this Synchronizing with Microsoft OutlookBasic Navigation Elements Chapter Working with CRM from a Mobile PhoneLogging on Edit box LinkFinding 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 OpportunityExample Progressing a Case Finding and Progressing a CaseTo progress 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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5.8 specifications

Sage Software 5.8 is a robust accounting and business management solution designed to cater to the needs of small to medium-sized enterprises. This version brings forth a multitude of enhancements that streamline operations and improve overall performance in financial management.

One of the main features of Sage Software 5.8 is its enhanced user interface. The software embraces a more intuitive design that simplifies navigation, allowing users to access crucial information quickly. This improved usability is complemented by customizable dashboards that give users a snapshot of their business performance at a glance.

In terms of functionality, Sage Software 5.8 includes advanced financial management capabilities. Users can efficiently handle accounts payable and receivable, manage payroll, and conduct detailed reporting with ease. The software’s reporting tools are particularly noteworthy, offering pre-built reports and an intuitive report builder that empower users to create custom reports tailored to their specific business needs.

Furthermore, Sage 5.8 integrates seamlessly with various third-party applications, enhancing its capabilities. This integration allows for real-time data synchronization, ensuring that users have access to up-to-date information across different platforms. Such interoperability is crucial for businesses looking to create a cohesive ecosystem of applications that work together harmoniously.

Security is another critical characteristic of Sage Software 5.8. The software utilizes advanced encryption protocols to protect sensitive financial data, ensuring compliance with industry regulations. Additionally, the implementation of user roles and permissions helps businesses safeguard their information, allowing access only to authorized personnel.

Another valuable feature is the mobile accessibility that Sage Software 5.8 offers. This functionality enables users to manage their accounting tasks on-the-go, providing flexibility and convenience. The cloud-based deployment option offers further scalability and ensures that businesses can access their data from anywhere, enhancing productivity.

Sage Software 5.8 stands out in its ability to support multi-currency transactions, making it an ideal choice for businesses operating on a global scale. Users can easily manage foreign currencies, track exchange rates, and generate reports that account for currency fluctuations.

In summary, Sage Software 5.8 combines advanced financial management, improved user experience, robust security measures, and flexible accessibility to deliver a comprehensive solution for businesses. Its ability to integrate with other applications and support multi-currency operations position it as a leading choice for organizations looking to enhance their accounting processes and overall operational efficiency.
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