Sage Software 5.8 manual Chapter Introduction

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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 WAP-enabled mobile phones. Familiarity with using Sage CRM over a standard Web browser would also be helpful, although not essential.

„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 WAP-enabled mobile phone.

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 1–1

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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 CommunicationExample 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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5.8 specifications

Sage Software 5.8 is a robust accounting and business management solution designed to cater to the needs of small to medium-sized enterprises. This version brings forth a multitude of enhancements that streamline operations and improve overall performance in financial management.

One of the main features of Sage Software 5.8 is its enhanced user interface. The software embraces a more intuitive design that simplifies navigation, allowing users to access crucial information quickly. This improved usability is complemented by customizable dashboards that give users a snapshot of their business performance at a glance.

In terms of functionality, Sage Software 5.8 includes advanced financial management capabilities. Users can efficiently handle accounts payable and receivable, manage payroll, and conduct detailed reporting with ease. The software’s reporting tools are particularly noteworthy, offering pre-built reports and an intuitive report builder that empower users to create custom reports tailored to their specific business needs.

Furthermore, Sage 5.8 integrates seamlessly with various third-party applications, enhancing its capabilities. This integration allows for real-time data synchronization, ensuring that users have access to up-to-date information across different platforms. Such interoperability is crucial for businesses looking to create a cohesive ecosystem of applications that work together harmoniously.

Security is another critical characteristic of Sage Software 5.8. The software utilizes advanced encryption protocols to protect sensitive financial data, ensuring compliance with industry regulations. Additionally, the implementation of user roles and permissions helps businesses safeguard their information, allowing access only to authorized personnel.

Another valuable feature is the mobile accessibility that Sage Software 5.8 offers. This functionality enables users to manage their accounting tasks on-the-go, providing flexibility and convenience. The cloud-based deployment option offers further scalability and ensures that businesses can access their data from anywhere, enhancing productivity.

Sage Software 5.8 stands out in its ability to support multi-currency transactions, making it an ideal choice for businesses operating on a global scale. Users can easily manage foreign currencies, track exchange rates, and generate reports that account for currency fluctuations.

In summary, Sage Software 5.8 combines advanced financial management, improved user experience, robust security measures, and flexible accessibility to deliver a comprehensive solution for businesses. Its ability to integrate with other applications and support multi-currency operations position it as a leading choice for organizations looking to enhance their accounting processes and overall operational efficiency.
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