Sage Software Network Router 5.8 manuals

Sage software Network Router 5.8 User Manual (46 pages)

Brand: Sage-software | Category: Software manuals | Size: 1.27 MB |

English

Table of contents

Sage Accpac CRM 5.8

1

Wireless Mobile Guide

1

Contents

3

Chapter 1

5

Introduction

5

Chapter Summary

6

Chapter 2

7

Getting Started

7

Mobile Devices

8

URLs for Accessing CRM

8

Making Devices Known to CRM

10

2–4 Sage CRM

10

Mapping User Agents

11

2–6 Sage CRM

12

Customizing PDA Screens

13

Customizing WAP Screens

14

Wireless Mobile Guide 2–9

15

Now you can…

16

Chapter 3

17

Working with CRM from a PDA

17

Logging Off

18

Moving Around

19

Finding Information

20

Wireless Mobile Guide 3–5

21

Adding Customer Information

22

Wireless Mobile Guide 3–7

23

Doing Your Work

24

Wireless Mobile Guide 3–9

25

New Opportunity

26

Reporting

27

3–12 Sage CRM

28

Dashboard

29

Chapter 4

31

Finding Contact Information

32

Searching for a Person

33

Searching for a Company

34

Navigating your Calendar

36

Wireless Mobile Guide 4–7

37

Example: Closing a Sale

38

Manage your calendar

40

Find and progress a case

40

Chapter 5

41

WAP Browsing CRM from a PDA

41

Setting Up a Connection

42

Wireless Mobile Guide 5–3

43

Connecting

44

WAP Browsing from a PDA

45

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