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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