Sage Software Cell Phone SageCRM 6.1 Manuale Utente Scaricare il pdf (Pagina 3)

Wireless Mobile Guide i

Contents

Chapter 1: Introduction

Introduction................................................................... 1-1

Chapter Summary ......................................................... 1-2

Chapter 2: Getting Started

Prerequisites .................................................................. 2-1

Mobile Devices ................................................................ 2-2

Enabling Users............................................................. 2-2

URLs for Accessing CRM ....................................................... 2-2

Making Devices Known to CRM ................................................ 2-3

Setting Up New Devices .................................................... 2-3

Mapping User Agents ...................................................... 2-5

Mapping Unassigned User Agents........................................... 2-6

Wireless Mobile Screen Customization........................................... 2-7

Customizing Mobile Screens ................................................ 2-7

Customizing Dashboards for Mobile ..................................... 2-7

Customizing WAP Screens.................................................. 2-8

Now you can…................................................................ 2-9

Chapter 3: Working with CRM from a Mobile Device

Introduction................................................................... 3-1

Logging On ................................................................... 3-1

Logging Off ................................................................... 3-2

Moving Around ............................................................... 3-3

The Basic Screen Elements .................................................. 3-3

Finding Information ........................................................... 3-4

Example: Finding a Person.................................................. 3-4

Example: Finding an Opportunity ........................................... 3-5

Adding Customer Information .................................................. 3-6

Example: Adding a Person to a Company .................................... 3-6

Doing Your Work.............................................................. 3-7

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Sage Software Cell Phone SageCRM 6.1 Manuale Utente Pagina 3