Sage Software Network Router 5.8 manuali

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Sage software Network Router 5.8 Manuale Utente (46 pagine)

Marchio: Sage-software | Categoria: Manuali per software | Dimensione: 1.27 MB |

Indice

Sage Accpac CRM 5.8

Wireless Mobile Guide

Contents

Chapter 1

Introduction

Chapter Summary

Chapter 2

Getting Started

Mobile Devices

URLs for Accessing CRM

Making Devices Known to CRM

2–4 Sage CRM

Mapping User Agents

2–6 Sage CRM

Customizing PDA Screens

Customizing WAP Screens

Wireless Mobile Guide 2–9

Now you can…

Chapter 3

Working with CRM from a PDA

Logging Off

Moving Around

Finding Information

Wireless Mobile Guide 3–5

Adding Customer Information

Wireless Mobile Guide 3–7

Doing Your Work

Wireless Mobile Guide 3–9

New Opportunity

Reporting

3–12 Sage CRM

Dashboard

Chapter 4

Finding Contact Information

Searching for a Person

Searching for a Company

Navigating your Calendar

Wireless Mobile Guide 4–7

Example: Closing a Sale

Manage your calendar

Find and progress a case

Chapter 5

WAP Browsing CRM from a PDA

Setting Up a Connection

Wireless Mobile Guide 5–3

Connecting

WAP Browsing from a PDA

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Sage Software Network Router 5.8 manuali

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