Sage Software 5.8 manual Finding Contact Information

Page 32

Finding Contact Information

http://companyipaddress/yourserver/yourapp

2.Bookmark the link.

The CRM Logon page is displayed.

CRM Logon page

3.Select the Logon edit box, and enter your Logon ID and press on the left hand button below OK.

When the CRM Logon page is displayed, enter your Password and click on the left hand button.

4.Scroll down and select the Logon link at the end of the page. The CRM main menu is displayed.

CRM Main Menu

You can now start using CRM.

Note: You can be logged onto CRM on your mobile phone and your desktop simultaneously. This means you can enter data into CRM from your desktop and see it on your mobile phone, and you can progress data on your mobile phone and see it on your desktop, in real time.

Finding Contact Information

Once you have logged onto CRM from your phone, you can search for person and company contact information.

4–2 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 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 Dashboard To 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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