Sage Software 5.8 manual Chapter Summary

Page 6

Introduction

infrared connection through your mobile phone or an integrated data connection.

Chapter Summary

The table below gives a summary of each chapter.

Chapter	Summary

Getting Started	Outlines the steps that users and system
	administrators need to take in order to access
	CRM from a PDA or mobile phone.

Working with CRM	How to work with CRM from a PDA.
from a PDA

Working with CRM	How to work with CRM from a mobile
from a Mobile Phone	phone.

WAP Browsing from a How to WAP browse CRM from a PDA.

PDA

1–2 Sage CRM

Image 6

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 SaleFinding and Progressing a Case Example Progressing a CaseTo 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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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.