Moving Around
Moving Around
To effectively move around a CRM system using a PDA, you need to be aware of the different areas of the screen.
The Basic Screen Elements
This section explains the different areas of a Wireless Mobile screen for PDAs.
Menu Button
Action Button
Context Area
Context List
Hypertext Link
Menu Buttons. You can move directly from one work area to another using the Menu Buttons at the top of the screen. Menu Buttons remain the same regardless of the context you are working in.
Action Buttons. As you work with the system you will need to change the data. For example, update contact information, progress sales opportunities, and so on. Action Buttons enable you to do this. The Action Buttons available to you change depending on what context you are in.
Hypertext Links. You can jump from one page to another using Hypertext links. For example, when you click on a person's name, the Summary page associated with that person is displayed.
Context List. These options help you move quickly from one context to another during the course of your work. For example, when you are reviewing your Calendar you may want to quickly switch to your pending opportunities or cases. The Context List allows you to do this.
Context Area. This area of the screen contains the Context List and Action
Buttons.
Wireless Mobile Guide