Sage Software 5.8 manual Logging Off, To log off

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Logging Off

2.Enter your User Name and Password and click the Log On button.

You are logged on. By default, a successful logon displays the My CRM Calendar for today.

CRM Calendar

Logging Off

To log off:

1.Select the Log Off main menu button at the top of the screen.

You are also automatically logged off if you close the browser window or navigate to another site within the same browser window.

3–2 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 UsersSetting Up New Devices To set up a new deviceMaking 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 agentWireless Mobile Screen Customization Customizing PDA ScreensCustomizing a Dashboard on Mobile Devices To enable/disable the availability of a block to mobile Customizing WAP Screens Wireless Mobile Screen Customization Now you can… Chapter Working with CRM from a PDA Logging OnYou 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 Dashboard To select a Dashboard for your PDATo 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 SaleFinding and Progressing a Case Example 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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