Sage Software 5.8 manual Setting Up a Connection, To set up a connection

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Setting Up a Connection

Setting Up a Connection

The following steps focus specifically on connection settings for the iPAQ Pocket PC, but it is possible to set up a connection from any PDA device. Refer to your PDA user guide for device-specific instructions.

To set up a connection:

1.From your iPAQ, select Start Settings Connections and click on the Connections tab at the bottom of the screen.

Connections tab

2.From the Connections screen, select New from the drop-down list, and select the Modem tab at the bottom of the screen.

3.Click on New, and complete the details on the Make New Connection screen.

Make New Connections screen

4.Click Next.

Page one of the My Connection screen is displayed.

5.Fill in the phone number details supplied by your ISP for dialing-up to their service, and click Next.

5–2 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 PrerequisitesMobile Devices URLs for Accessing CRMTo enable a user for mobile 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 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 Dashboard To select a Dashboard for your PDATo view a Dashboard from your mobile device Synchronizing with Microsoft Outlook To do thisLogging on Chapter Working with CRM from a Mobile PhoneBasic 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 Sale Finding and Progressing a Case Example Progressing a Case To 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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