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5.8 manual CRM Document Version Code IMP-WMG-ENG-580-1.0
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Connecting
Setting Up New Devices
To enable a user for mobile
Page 46
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CRM Document Version Code:
IMP-WMG-ENG-580-1.0
Page 45
Page 46
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Contents
Sage Accpac CRM Wireless Mobile Guide
Page
Contents
Working with CRM from a Mobile Phone
Chapter Introduction
Introduction
Chapter Summary
Chapter Summary
Chapter Getting Started
Prerequisites
Mobile Devices
URLs for Accessing CRM
To enable a user for mobile
Enabling Users
To set up a new device
Setting Up New Devices
Making Devices Known to CRM
Field Description
Mapping User Agents
To map a user agent to a device
Mapping Unassigned User Agents
To map an unassigned user agent
Customizing PDA Screens
Wireless Mobile Screen Customization
Customizing a Dashboard on Mobile Devices
To enable/disable the availability of a block to mobile
Customizing WAP Screens
Wireless Mobile Screen Customization
Now you can…
Logging On
Chapter Working with CRM from a PDA
You can reach the Logon page in this way
Logging Off
To log off
Moving Around
Basic Screen Elements
To find information
Finding Information
Example Finding a Person
Go Arrow
Example Finding an Opportunity
To add information
Adding Customer Information
Example Adding a Person to a Company
To add a person to an existing company
Company Add Person
Doing Your Work
Navigating Your Calendar
New Appointment
Managing Leads, Opportunities, and Cases
To create a new lead, opportunity, or case
Running a Report
To update an existing lead, opportunity, or case
Reporting
To run a sample report
You may need to scroll down to view the full report details
To select a Dashboard for your PDA
Dashboard
To view a Dashboard from your mobile device
Synchronizing with Microsoft Outlook
To do this
Logging on
Chapter Working with CRM from a Mobile Phone
Basic Navigation Elements
Edit box Link
Finding Contact Information
Searching for a Person
To look up a persons phone and address details
Searching for a Company
To search for a company
Navigating your Communications List
To display your current list of tasks and appointments
To navigate to your Calendar
Changing the Status of a Communication
To change the status of a meeting from Pending to Complete
Finding and Progressing an Opportunity
Example Closing a Sale
Example Progressing a Case
Finding and Progressing a Case
To progress a case
Now you can…
Chapter WAP Browsing CRM from a PDA
Before you get started, you will need to make sure that you
Setting Up a Connection
To set up a connection
My Connection Page One
Connecting
To connect to the Internet
WAP Browsing from a PDA
To start WAP browsing from a PDA
CRM Document Version Code IMP-WMG-ENG-580-1.0
