Sage Software 5.8 manual Connecting, To connect to the Internet

Page 44

Connecting

Dialing Patterns screen

10.Click OK.

You are now ready to use a WAP browser from your PDA.

Connecting

The following steps describe how to connect to the Internet from an iPAQ (but you can do this from any PDA device) using your mobile phone as the "modem". Refer to your PDA user guide for device-specific instructions.

To connect to the Internet:

1.Align your WAP phone and your iPAQ so that their infrared ports are facing each other.

2.Activate the Infrared functionality on your WAP phone.

3.From your iPAQ, select Start Programs Connection My Connection.

4.Enter the User ID supplied by your ISP in the User name field, and type the password in the Password field.

5.Click the Connect button.

Your WAP phone starts dialing, and the number is displayed on the phone.

6.Make sure that the number your phone begins dialing is correct. If it is not, you will need to go back and check that the phone number details and dialing settings you specified are correct.

A notification displays to confirm that you are connected.

5–4 Sage CRM

Image 44

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

Related manuals

Manual 29 pages 14 Kb