Sage Software 5.8 manual Navigating your Calendar, To navigate to your Calendar

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Doing Your Work

The Communication Summary page for the communication is displayed.

When you scroll down the page you can view the status, action (type), date/time, and details of the communication.

In addition, you can select:

The Continue link to return to the list of Communications that were returned from your search.

The Edit link to change the status of the Communication.

The Main Menu link to return to the Main Menu.

Navigating your Calendar

To navigate to your Calendar:

1.Select Communications from the Main Menu.

2.From the Communication Search page, select the Calendar link.

A calendar displays for the current month, organized per week. If you have any tasks or appointments for a specific week, the calendar entry is prefixed by "(A)" for appointments or "(T)" for tasks.

CRM Calendar

3.Select a week in which you have appointments or tasks. A list of days is displayed.

4.Select a day in which you have an appointment or task (A) or (T). The communication list for that day is displayed.

Now you can select the link of the Communication you want to view and review the Communication Summary page in the usual way.

4–6 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 UsersSetting Up New Devices To set up a new deviceMaking 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 agentWireless Mobile Screen Customization Customizing PDA ScreensCustomizing a Dashboard on Mobile Devices To enable/disable the availability of a block to mobile Customizing WAP ScreensWireless Mobile Screen Customization Now you can… Chapter Working with CRM from a PDA Logging OnYou can reach the Logon page in this way 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 Dashboard To select a Dashboard for your PDATo view a Dashboard from your mobile device 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 SaleFinding and Progressing a Case Example 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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