Manuals / Brands / Cell Phone / Cell Phone / Sage Software / Cell Phone / Cell Phone

Sage Software SageCRM 6.1 Mobile Devices , URLs for Accessing CRM

1 43

Download 43 pages, 1.07 Mb

Mobile Devices

2–2 Sage CRM

Mobile Devices

In addition to all WAP-enabled mobile phones, CRM's Wireless Mobile solution

supports the following PDA devices and mobile phones:

Device Example

BlackBerry BlackBerry Pearl Model 8100

Pocket PC HP iPAQ

Other Any other mobile device with a

browser that supports WML 1.1

Enabling Users

All users who want to access CRM from a mobile device need to be enabled to do

so.

To enable a user for mobile:

1. Select Administration | Users | Users.

2. Select the hyperlink of the user you want to enable, and select the Change

action button.

3. Ensure that the PDA/WAP Access field has been set to True.

4. Select Save.

URLs for Accessing CRM

Your Network Administrator needs to set up URLs for all mobile users so that

they can access Mobile online from inside or outside the corporate network.

The URL for accessing CRM from inside the corporate network is the same as the

URL for accessing CRM from your desktop and is typically in the following

format:

http://yourserver/yourapp

The URL for accessing CRM from outside the corporate network typically

includes your company's IP address. The URL is normally in the following

format:

http://companyipaddress/yourserver/yourapp

Contents

Main SageCRM 6.1 Wireless Mobile Guide Page Contents Chapter 1: Introduction Chapter 2: Getting Started Chapter 3: Working with CRM from a Mobile Device Chapter 4: Working with CRM from a WAP Mobile Phone 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 Mobile Screens Customizing WAP Screens Page Page Chapter 3 Working with CRM from a Mobile Device Introduction 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 Now you can Page Page Chapter 4 Working with CRM from a WAP 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