Sage Software 5.8 manual Searching for a Company, To search for a company

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Finding Contact Information

Searching for a Company

The procedure for finding a company is similar to the procedure for finding a person.

To search for a company:

1.From the Main Menu, select the Company link.

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

The Text input screen is displayed.

3.Enter the first letter of the company name and then select the Search link.

The Company Search result page is displayed, showing a list of all the companies in CRM that match the search criteria.

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

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

Company Summary page

Scrolling to the end of the page enables you to view opportunities, communications, cases, and related people for the company or return to the Main Menu.

4–4 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 PrerequisitesMobile Devices URLs for Accessing CRMTo enable a user for mobile Enabling UsersTo set up a new device Setting Up New DevicesMaking Devices Known to CRM Field Description Mapping User Agents To map a user agent to a deviceMapping Unassigned User Agents To map an unassigned user agentCustomizing PDA Screens Wireless Mobile Screen CustomizationCustomizing a Dashboard on Mobile Devices To enable/disable the availability of a block to mobile Customizing WAP ScreensWireless Mobile Screen Customization Now you can… Logging On Chapter Working with CRM from a PDAYou can reach the Logon page in this way Logging Off To log offMoving Around Basic Screen ElementsTo find information Finding InformationExample Finding a Person Go ArrowExample Finding an Opportunity To add information Adding Customer InformationExample Adding a Person to a Company 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 caseRunning a Report To update an existing lead, opportunity, or caseReporting To run a sample reportYou may need to scroll down to view the full report details To select a Dashboard for your PDA DashboardTo view a Dashboard from your mobile device Synchronizing with Microsoft Outlook To do this Logging on Chapter Working with CRM from a Mobile Phone Basic Navigation Elements 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 SaleExample Progressing a Case Finding and Progressing a CaseTo progress 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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