Chapter 1
Introduction
This guide is for Users and System Administrators.
Please note that while the document refers to Sage CRM, CRM, or the CRM system throughout, all functionality covered is also relevant to Sage CRM MME, Sage Accpac CRM, and Softline Accpac CRM.
We assume that:
Users operate PDA devices or
System Administrators are fully conversant with the User Guide and System Administrator Guide.
Introduction
Sage CRM's Wireless Mobile solution allows you to work online with CRM from a mobile device, such as a PDA (Personal Digital Assistant) or a
Mobile Phone. To work online with a mobile phone, it needs to be enabled for WAP and configured to connect to the company's CRM system through a WAP gateway.
WAP gateways make it possible for WAP devices to communicate with Web servers (for example, the server on which CRM resides). Most mobile phone operators provide a WAP gateway service. Once you have secured access to a WAP gateway, contact the operator for instructions on how to set up the mobile phones to use the gateway. You then need to provide users with information on how to set up their phones.
If a firewall has been installed at the implementation site, you need to take steps to ensure that traffic directed to the CRM server via the WAP gateway gets through. If the server is configured to allow access from all HTTP traffic (that is, if port 80 is open) WAP traffic can access the CRM server. For further information on server security refer to the "Security Overview" chapter in the System Administrator Guide.
PDA. To work online with a PDA, it must be configured to connect to the company's CRM system. This can be achieved through a directly connected or wireless LAN solution or, if your system is available on the Internet, using a cellular phone (for example, GSM or GPRS). The latter can be in the form of an
Wireless Mobile Guide