Sage Software 5.8 Finding Information, Example Finding a Person, To find information, Go Arrow

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Finding Information

Finding Information

This section explains how to perform a basic search and gives some examples of how to find specific information.

To find information:

1.Click on the Find menu button.

2.Select the item you want to search for from the context list. Options available are Company, Person, Case, Opportunity, and Lead.

3.Type in one or more search criteria if you want to.

4.Click on the Find action button to start the search.

5.Click on any one of the hyperlinks to drill down on the customer information. If you get a long list of results that span over several pages, you can jump to the page number you want by entering the page number in the Go to page field and pressing the Go arrow.

Go Arrow

Note: The Find menu button is at the top of the screen, the Find action button is in the context area of the screen.

Example: Finding a Person

To find a person called Bill Smith:

1.Click on the Find menu button, and select Person from the list in the context area.

The Person Search page is displayed.

2.Type Bill in the First field, and click the Find action button.

3–4 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 PrerequisitesURLs for Accessing CRM To enable a user for mobileMobile Devices 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 ElementsFinding Information Example Finding a PersonTo find information Go ArrowExample Finding an Opportunity Adding Customer Information Example Adding a Person to a CompanyTo add information 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 caseTo update an existing lead, opportunity, or case ReportingRunning a Report 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 thisChapter Working with CRM from a Mobile Phone Basic Navigation ElementsLogging on 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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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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