Sage Software Network Router 5.8 User Manual Page 6
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- Table of contents
- BOOKMARKS
- 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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