Sage Software 5.8 manual Customizing WAP Screens

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Wireless Mobile Screen Customization

To enable/disable the availability of a block to mobile:

Note: An EIS or DPP license is required for block customization.

1.Select Administration Customization <Entity> Blocks, and open the Maintain Block Definition page for the block you want to enable or disable for mobile users.

2.Select or uncheck the Available To Mobile checkbox and click the Save button.

Customizing WAP Screens

The way in which you access WAP screens and lists (in order to customize them) is different from the way you customize screens for other mobile devices.

There are a number of screens and lists in Administration Customization <Entity> that are specific to WAP. Their names are all prefixed with "WAP".

You customize WAP screens and lists in the exact same way as you would a standard "desktop" screen or list. In addition, you need to ensure that the screen or list is definitely a WAP screen, that is, if the name is prefixed by "WAP".

The following WAP screens and lists are available in CRM:

WAP Company Box Long

WAP Company Box Short

WAP Company Search Box

WAP Company Grid

WAP Person Box Long

WAP Person Search Box

WAP Person Grid

WAP Person List

WAP Address Box

WAP Communication Search Box

WAP Communication Box Long

WAP Communication Summary Screen

WAP Communication Email Box

WAP Communication Status Box

2–8 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 SummaryChapter Getting Started PrerequisitesMobile Devices URLs for Accessing CRMTo enable a user for mobile Enabling UsersMaking Devices Known to CRM Setting Up New DevicesTo set up a new device Field Description Mapping User Agents To map a user agent to a deviceMapping Unassigned User Agents To map an unassigned user agentCustomizing a Dashboard on Mobile Devices Wireless Mobile Screen CustomizationCustomizing PDA Screens To enable/disable the availability of a block to mobile Customizing WAP ScreensWireless Mobile Screen Customization Now you can… You can reach the Logon page in this way Chapter Working with CRM from a PDALogging On 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 view a Dashboard from your mobile device DashboardTo select a Dashboard for your PDA 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 SaleTo progress a case Finding and Progressing a CaseExample Progressing 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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