Sage Software 5.8 manual Contents

Page 3

Contents

Chapter 1: Introduction

Introduction	1-1
Chapter Summary	1-2

Chapter 2: Getting Started

Prerequisites	2-1
Mobile Devices	2-2
Enabling Users	2-2
URLs for Accessing CRM	2-2
Making Devices Known to CRM	2-3
Setting Up New Devices	2-3
Mapping User Agents	2-5
Mapping Unassigned User Agents	2-6
Wireless Mobile Screen Customization	2-7
Customizing PDA Screens	2-7
Customizing a Dashboard on Mobile Devices	2-7
Customizing WAP Screens	2-8
Now you can…	2-10

Chapter 3: Working with CRM from a PDA

Logging On	3-1
Logging Off	3-2
Moving Around	3-3
The Basic Screen Elements	3-3
Finding Information	3-4
Example: Finding a Person	3-4
Example: Finding an Opportunity	3-5
Adding Customer Information	3-6
Example: Adding a Person to a Company	3-6
Doing Your Work	3-8
Navigating Your Calendar	3-8

Wireless Mobile Guide i

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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 AgentsTo 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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