Sage Software Network Router 5.8 Instrukcja Użytkownika Pobierz pdf (Strona 3)

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 PDA Screens .................................................. 2-7

Customizing a Dashboard on Mobile Devices................................. 2-7

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

Now you can…............................................................... 2-10

Chapter 3: Working with CRM from a PDA

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.............................................................. 3-8

Navigating Your Calendar .................................................. 3-8

Wireless Mobile Guide i

1 2 3 4 5 6 7 8 ... 45 46

Brak uwag

Sage Software Network Router 5.8 Instrukcja Użytkownika Strona 3