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Sage Software 5.8 manual To select a Dashboard for your PDA

Models: 5.8

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Dashboard

Note: You can run any reports that you have created in CRM from your desktop on your mobile device. You run them in the same way as you run sample reports.

Dashboard

You can define the Dashboard you want displayed on your PDA from your desktop.

To select a Dashboard for your PDA:

1.From your desktop, open My CRM Dashboard.

2.Select the Dashboard you wish to view on your PDA from the Dashboard drop-down list.

The Dashboard Content page is displayed.

3.Click on the Edit Dashboard Details button. The Dashboard Details page is displayed.

4.Select Set As Mobile Dashboard and then click on the Save button.

The Dashboard you have selected will be displayed when you view the Dashboard from your PDA.

Please refer to the User Guide for more information on creating and adding content to dashboards.

To view a Dashboard from your mobile device:

1.Select the My CRM button if you are not already in the My CRM context.

2.Select Dashboard from the list in the context area. Your preferred Dashboard is displayed.

Dashboard content

Wireless Mobile Guide 3–13

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Sage Software 5.8 manual To select a Dashboard for your PDA, To view a Dashboard from your mobile device

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