Sage Software 5.8 manual Wireless Mobile Screen Customization

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Wireless Mobile Screen Customization

WAP Communication List

WAP Communication To Do List

WAP Opportunity Search Box

WAP Opportunity Summary

WAP Opportunity Grid

WAP Opportunity Detail Box

WAP Case Search Box

WAP Case Summary Screen

WAP Case Detail Box

WAP Case Grid

WAP Case Progress Box

Wireless Mobile Guide 2–9

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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 StartedEnabling Users URLs for Accessing CRMTo enable a user for mobile Mobile DevicesSetting Up New Devices To set up a new deviceMaking 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 AgentsWireless Mobile Screen Customization Customizing PDA ScreensCustomizing a Dashboard on Mobile Devices Customizing WAP Screens To enable/disable the availability of a block to mobileWireless Mobile Screen Customization Now you can… Chapter Working with CRM from a PDA Logging OnYou can reach the Logon page in this way 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 Dashboard To select a Dashboard for your PDATo view a Dashboard from your mobile device 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 OpportunityFinding and Progressing a Case Example 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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