Sage Software Network Router 5.8 Manual de usuario

Sage Accpac CRM 5.8Wireless Mobile Guide

Making Devices Known to CRM 5. Select the XSL transformation file your device requires from the XSL File Name list. 6. Select an alternative device

Making Devices Known to CRM Field Description type of markup language it uses. HTTP Content Type This is similar to the HTTP Accepts field. Specifyin

Making Devices Known to CRM Device Input form 2. Type a user agent in the Type A New User Agent field. User Agent field 3. Click the Add button. T

Wireless Mobile Screen Customization Wireless Mobile Screen Customization Customizing PDA Screens Note: This section does not apply to WAP screens. WA

Wireless Mobile Screen Customization To enable/disable the availability of a block to mobile: Note: An EIS or DPP license is required for block custo

Wireless Mobile Screen Customization  WAP Communication List  WAP Communication To Do List  WAP Opportunity Search Box  WAP Opportunity Summar

Now you can… Now you can…  List the mobile devices supported by CRM.  Get URLs for accessing CRM.  Make devices known to CRM.  Customize Wirel

Chapter 3 Working with CRM from a PDA In this chapter you will learn about:  Logging on and logging off.  Basic screen elements.  Searching fo

Logging Off 2. Enter your User Name and Password and click the Log On button. You are logged on. By default, a successful logon displays the My CRM

Moving Around Moving Around To effectively move around a CRM system using a PDA, you need to be aware of the different areas of the screen. The Basic

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Finding Information Finding Information This section explains how to perform a basic search and gives some examples of how to find specific informatio

Finding Information Search results A list of people matching your search criteria is displayed. 3. Click on the hypertext link for Bill Jones. The

Adding Customer Information Opportunity linked to a Company 5. Click on the status icon to view the opportunity details. Adding Customer

Adding Customer Information Company – Add Person 3. Select the New button from the context area. 4. Complete the person details and select the Sav

Doing Your Work Doing Your Work You can schedule tasks and appointments for yourself or for a colleague that are not linked to any particular entity.

Doing Your Work − Select the time the appointment is due to take place. − Then fill in the details. − You need to scroll down to complete all the

Managing Leads, Opportunities, and Cases Managing Leads, Opportunities, and Cases To create a new lead, opportunity, or case: 1. Click on

Reporting To update an existing lead, opportunity, or case: 1. Find the lead, opportunity, or case and open the Summary page. Opportunity Summary

Reporting Select Report page 4. Click on the hypertext link of the report you want to run. The report is displayed. Cases Open By Company Report -

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

Contents Chapter 1: Introduction Introduction... 1-1 Chapter Summary ...

Now you can… Synchronizing with Microsoft Outlook You can synchronize Microsoft Outlook appointments, tasks, and contact information with CRM appointm

Chapter 4 Working with CRM from a Mobile Phone In this chapter you will learn about:  Moving around and logging on.  Finding contact information

Finding Contact Information http://companyipaddress/yourserver/yourapp 2. Bookmark the link. The CRM Logon page is displayed. CRM Logon page 3. Sel

Finding Contact Information Searching for a Person To look up a person's phone and address details: 1. Select the Person link from the Main Menu

Finding Contact Information Searching for a Company The procedure for finding a company is similar to the procedure for finding a person. To search fo

Doing Your Work Doing Your Work You can keep track of your appointments and tasks in calendar or list mode. Navigating your Communications List To dis

Doing Your Work The Communication Summary page for the communication is displayed. When you scroll down the page you can view the status, action (type

Doing Your Work Changing the Status of a Communication As well as viewing information on your tasks and appointments, you can update their status. To

Finding and Progressing an Opportunity Finding and Progressing an Opportunity There are a number of ways to find an opportunity, as follows:  From t

Finding and Progressing a Case Opportunity Progress 8. Change the Status to Won and the Stage to Sale Closed. Add a tracking note providing addition

Managing Leads, Opportunities, and Cases ... 3-10 Reporting ...

Now you can…  Manage your calendar.  Find and progress a Sales Opportunity.  Find and progress a case. 4–10 Sage CRM

Chapter 5 WAP Browsing CRM from a PDA In this chapter you will learn about:  Prerequisites for WAP browsing CRM from a PDA.  Setting up a connec

Setting Up a Connection Setting Up a Connection The following steps focus specifically on connection settings for the iPAQ Pocket PC, but it is possib

Setting Up a Connection My Connection – Page One Page two of the My Connection screen is displayed. The default settings on this page should be suita

Connecting Dialing Patterns screen 10. Click OK. You are now ready to use a WAP browser from your PDA. Connecting The following steps describe how t

WAP Browsing from a PDA WAP Browsing from a PDA To start WAP browsing from a PDA: 1. Open the WAP browser. 2. Type in the URL supplied by your Syste

CRM Document Version Code: IMP-WMG-ENG-580-1.0

Chapter 1 Introduction This guide is for Users and System Administrators. Please note that while the document refers to Sage CRM, CRM, or the CRM s

Introduction infrared connection through your mobile phone or an integrated data connection. Chapter Summary The table below gives a summary of each c

Chapter 2 Getting Started In this chapter you will learn about:  Mobile devices supported by CRM.  URLs for accessing CRM.  Making devices kno

Mobile Devices Mobile Devices In addition to all WAP-enabled mobile phones, CRM's Wireless Mobile solution supports the following PDA devices: De

Making Devices Known to CRM Making Devices Known to CRM Setting Up New Devices It is unlikely that you will need to set up any new devices, as most of