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Sage Accpac CRM 5.8
Wireless Mobile Guide
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© Copyright 2005 Sage Technologies Limited, publisher of this work. All rights reserved. No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or otherwise duplicated on any medium without prior written consent of Sage Technologies Limited. Use of the software programs described herein and this documentation is subject to the End User Licence Agreement enclosed in the software packag
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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 Access
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Managing Leads, Opportunities, and Cases...................................... 3-10 Reporting .................................................................... 3-11 Running a Report.......................................................... 3-11 Dashboard.................................................................... 3-13 Synchronizing with Microsoft Outlook ...................................... 3-14 Now you can… ............................................................... 3-14
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Chapter 1 Introduction This guide is for Users and System Administrators. Please note that while the document refers to Sage CRM, CRM, or the CRM system throughout, all functionality covered is also relevant to Sage CRM MME, Sage Accpac CRM, and Softline Accpac CRM. We assume that: Users operate PDA devices or WAP-enabled mobile phones. Familiarity with using Sage CRM over a standard Web browser would also be helpful, although not essential. System Administrators are fully conv
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Introduction infrared connection through your mobile phone or an integrated data connection. Chapter Summary The table below gives a summary of each chapter. Chapter Summary Outlines the steps that users and system Getting Started administrators need to take in order to access CRM from a PDA or mobile phone. Working with CRM How to work with CRM from a PDA. from a PDA Working with CRM How to work with CRM from a mobile from a Mobile Phone phone. WAP Browsing from a How to WAP brows
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Chapter 2 Getting Started In this chapter you will learn about: Mobile devices supported by CRM. URLs for accessing CRM. Making devices known to CRM. Customizing Wireless Mobile screens. Prerequisites To use CRM's Wireless Mobile solution, you need: CRM installed on a server with a valid Wireless Mobile license key. Mobile devices for users. To have enabled users for mobile access. Connectivity from the mobile devices to your corporate network, the Internet, or WAP gatew
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Mobile Devices Mobile Devices In addition to all WAP-enabled mobile phones, CRM's Wireless Mobile solution supports the following PDA devices: Device Example Pocket PC HP iPAQ Other Any other mobile device with a browser that supports WML 1.1 Enabling Users All users who want to access CRM from a mobile device need to be enabled to do so. To enable a user for mobile: 1. Select Administration | Users | Users. 2. Select the hyperlink of the user you want to enable, and select the Ch
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Making Devices Known to CRM Making Devices Known to CRM Setting Up New Devices It is unlikely that you When Wireless Mobile is installed, a number of mobile device types are set up will need to set up by default. The default devices should be sufficient for the range of mobile any new devices, as devices that you will use to access CRM. However, you can specify additional most of them are set devices if required. When you add a new device it is recommended that you up in CRM by default
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Making Devices Known to CRM 5. Select the XSL transformation file your device requires from the XSL File Name list. 6. Select an alternative device from the Based On Device list if the device you are setting up is not included on the Devices list in Administration | Customization | | Screens. 7. If your device uses a unique markup language to send information to CRM, type the language name in the HTTP Accepts field. 8. In the HTTP Content Type field, type the language that CRM w
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Making Devices Known to CRM Field Description type of markup language it uses. HTTP Content Type This is similar to the HTTP Accepts field. Specifying a markup language in this field ensures that when CRM sends back a reply to the device, it tells it which markup language it is sending. Supports HTML Specify whether or not the device you Frames are setting up supports HTML frames. Device Image Specify the image extension (.jpg, .gif, Extension .png, etc) to be used with the device.
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Making Devices Known to CRM Device Input form 2. Type a user agent in the Type A New User Agent field. User Agent field 3. Click the Add button. The user agent is mapped to the device. Mapping Unassigned User Agents There may be some user agents specified in CRM that have not yet been mapped to devices. To map an unassigned user agent: 1. From Administration | Advanced Customization | Devices, select the View Unassigned User Agents button. The Unassigned User Agents page is disp
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Wireless Mobile Screen Customization Wireless Mobile Screen Customization Customizing PDA Screens Note: This section does not apply to WAP screens. WAP screen customization is described in the Customizing WAP Screens section later in this chapter. A typical CRM installation includes default user interfaces for different types of mobile devices. However, you may want to further customize some areas. You should carefully consider the way in which you do this. The VDU on a mobile device is
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Wireless Mobile Screen Customization To enable/disable the availability of a block to mobile: Note: An EIS or DPP license is required for block customization. 1. Select Administration | Customization | | Blocks, and open the Maintain Block Definition page for the block you want to enable or disable for mobile users. 2. Select or uncheck the Available To Mobile checkbox and click the Save button. Customizing WAP Screens The way in which you access WAP screens and lists (in ord
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Wireless Mobile Screen Customization WAP Communication List WAP Communication To Do List WAP Opportunity Search Box WAP Opportunity Summary WAP Opportunity Grid WAP Opportunity Detail Box WAP Case Search Box WAP Case Summary Screen WAP Case Detail Box WAP Case Grid WAP Case Progress Box Wireless Mobile Guide 2–9
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Now you can… Now you can… List the mobile devices supported by CRM. Get URLs for accessing CRM. Make devices known to CRM. Customize Wireless Mobile screens. 2–10 Sage CRM
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Chapter 3 Working with CRM from a PDA In this chapter you will learn about: Logging on and logging off. Basic screen elements. Searching for information. Adding customer information. Managing your calendar. Managing leads, opportunities, and cases. Viewing reports. Select a Dashboard for your PDA. Synchronizing with Microsoft Outlook. Logging On You can reach the Logon page in this way: 1. Open your Web browser and enter the URL given to you by your system administrat
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Logging Off 2. Enter your User Name and Password and click the Log On button. You are logged on. By default, a successful logon displays the My CRM Calendar for today. CRM Calendar Logging Off To log off: 1. Select the Log Off main menu button at the top of the screen. You are also automatically logged off if you close the browser window or navigate to another site within the same browser window. 3–2 Sage CRM
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Moving Around Moving Around To effectively move around a CRM system using a PDA, you need to be aware of the different areas of the screen. The Basic Screen Elements This section explains the different areas of a Wireless Mobile screen for PDAs. Menu Button Action Button Context Area Context List Hypertext Link Menu Buttons. You can move directly from one work area to another using the Menu Buttons at the top of the screen. Menu Buttons remain the same regardless of the context
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Finding Information Finding Information This section explains how to perform a basic search and gives some examples of how to find specific information. To find information: 1. Click on the Find menu button. 2. Select the item you want to search for from the context list. Options available are Company, Person, Case, Opportunity, and Lead. 3. Type in one or more search criteria if you want to. 4. Click on the Find action button to start the search. 5. Click on any one of the hyp
