Sage Software 5.8 manual Searching for a Person, To look up a persons phone and address details

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Finding Contact Information

Searching for a Person

To look up a person's phone and address details:

1.Select the Person link from the Main Menu.

2.When the Person Search page is displayed, select the Last Name edit box.

3.Enter the first letter of the person's last name and select the Search link at the end of the page.

The Person Search result page is displayed, showing a list of all the people in CRM who match the search criteria.

4.Select the link of the person whose details you want to view.

The Person Summary page is displayed. If you scroll through the details, this page shows you address, phone, fax and e-mail information for the selected person.

Person Summary page – Address Details

5.Scrolling to the end of the page enables you to view opportunities, communications and cases for this contact or return to the Main Menu.

Person Summary – Return to Main Menu

Wireless Mobile Guide 4–3

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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 StartedTo enable a user for mobile URLs for Accessing CRMMobile Devices Enabling UsersSetting 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 AroundExample Finding a Person Finding InformationTo find information Go ArrowExample Finding an Opportunity Example Adding a Person to a Company Adding Customer InformationTo add information To add a person to an existing companyCompany Add Person Navigating Your Calendar Doing Your WorkNew Appointment To create a new lead, opportunity, or case Managing Leads, Opportunities, and CasesReporting To update an existing lead, opportunity, or caseRunning a Report 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 To do this Synchronizing with Microsoft OutlookBasic Navigation Elements Chapter Working with CRM from a Mobile PhoneLogging on Edit box LinkFinding 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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