Sage Software 5.8 manual Chapter WAP Browsing CRM from a PDA

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Chapter 5

WAP Browsing CRM from a PDA

In this chapter you will learn about:

Prerequisites for WAP browsing CRM from a PDA.

Setting up a connection to an ISP from a PDA.

Establishing a connection to the Internet.

Using a WAP browser to access CRM from a PDA.

Prerequisites

The main benefits of using a WAP browser on your PDA rather than your mobile phone are:

Quicker response times—this is because you are accessing the Internet directly, instead of going through a WAP gateway.

Easier navigation—this is because the PDA interface is larger and clearer than that of a mobile phone.

Before you get started, you will need to make sure that you:

1.If you already have a dial-up connection with an ISP, take a note of the User ID, password, and the phone number you normally use to connect. If not, contact an Internet Service Provider (ISP) and set up a dial-up account. Remember to keep a note of the User ID and password you are assigned, as well as the phone number you require to connect.

2.Synchronize your PDA with your desktop and (while connected) download a WAP browser that is compatible with your PDA. For example, an iPAQ Pocket PC WAP browser is available from:

http://www.apachesoftware.com

3.Disconnect your PDA from your Desktop.

Wireless Mobile Guide 5–1

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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 UsersMaking Devices Known to CRM Setting Up New DevicesTo set up a new device Field Description To map a user agent to a device Mapping User AgentsTo map an unassigned user agent Mapping Unassigned User AgentsCustomizing a Dashboard on Mobile Devices Wireless Mobile Screen CustomizationCustomizing PDA Screens Customizing WAP Screens To enable/disable the availability of a block to mobileWireless Mobile Screen Customization Now you can… You can reach the Logon page in this way Chapter Working with CRM from a PDALogging On 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 To view a Dashboard from your mobile device DashboardTo select a Dashboard for your PDA 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 Communication Example Closing a Sale Finding and Progressing an OpportunityTo progress a case Finding and Progressing a CaseExample Progressing 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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