Sage Software 5.8 - page 23

Adding Customer Information

Company – Add Person

3. Select the New button from the context area.

4. Complete the person details and select the Save button in the context area.

Note: You can link opportunities, cases, leads, and communications to

companies in the same way.

Wireless Mobile Guide 3–7

Contents

Main Sage Accpac CRM 5.8 Wireless Mobile Guide Page Contents Chapter 1: Introduction Chapter 2: Getting Started Chapter 3: Working with CRM from a PDA Chapter 4: Working with CRM from a Mobile Phone Chapter 5: WAP Browsing CRM from a PDA Chapter 1 Introduction Introduction Chapter Summary Chapter 2 Getting Started Prerequisites Mobile Devices Enabling Users URLs for Accessing CRM Making Devices Known to CRM Setting Up New Devices Page Mapping User Agents Mapping Unassigned User Agents Wireless Mobile Screen Customization Customizing PDA Screens Customizing a Dashboard on Mobile Devices Customizing WAP Screens Page Page Chapter 3 Working with CRM from a PDA Logging On Logging Off Moving Around The Basic Screen Elements Finding Information Example: Finding a Person Example: Finding an Opportunity Adding Customer Information Example: Adding a Person to a Company Page Doing Your Work Navigating Your Calendar Page Managing Leads, Opportunities, and Cases Reporting Running a Report Page Dashboard Synchronizing with Microsoft Outlook Chapter 4 Working with CRM from a Mobile Phone Moving Around Basic Navigation Elements Logging on Finding Contact Information Searching for a Person Searching for a Company Doing Your Work Navigating your Communications List Navigating your Calendar Changing the Status of a Communication Finding and Progressing an Opportunity Example: Closing a Sale Finding and Progressing a Case Example: Progressing a Case Now you can Page Chapter 5 WAP Browsing CRM from a PDA Prerequisites Setting Up a Connection Page Connecting WAP Browsing from a PDA Now you can