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SageCRM 6.1
Wireless Mobile Guide
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© Copyright 2007 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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Navigating Your Calendar .................................................. 3-7 Managing Leads, Opportunities, and Cases....................................... 3-9 Reporting .................................................................... 3-10 Running a Report.......................................................... 3-10 Dashboard.................................................................... 3-12 Synchronizing with Microsoft Outlook .......................................... 3-13
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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 SageCRM, SageCRM for Sage Accpac and Softline Accpac CRM. We assume that: Users operate PDA devices, BlackBerry phones or WAP-enabled mobile phones. Familiarity with using Sage CRM over a standard Web browser would also be helpful, although not essential. System Administ
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Introduction WAP Mobile Phone. To work online with a mobile phone, it needs to be enabled for WAP and configured to connect to the company's CRM system through a WAP gateway. WAP gateways make it possible for WAP devices to communicate with Web servers (for example, the server on which CRM resides). Most mobile phone operators provide a WAP gateway service. Once you have secured access to a WAP gateway, contact the operator for instructions on how to set up the mobile phones to use the
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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 and mobile phones: Device Example BlackBerry BlackBerry Pearl Model 8100 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 h
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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 The unassigned user agent is now mapped to a device. Wireless Mobile Screen Customization Customizing Mobile Screens Note: This section describes how to customize mobile screens for a PDA or BlackBerry. It 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
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Wireless Mobile Screen Customization default Dashboard screen for them. You specify that a Dashboard is available to mobile users by selecting the Set As Mobile checkbox on the Dashboard Details screen, and you can then create or modify the Dashboard in the usual way. For more information on setting up Dashboards for users, please refer to the System Administrator Guide. As well as creating Dashboards for mobile devices, you can specify which blocks are to be made available to mobile user
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Now you can… WAP Communication Box Long WAP Communication Summary WAP Communication Email Box WAP Communication Status Box 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 WAP Case Detail Box WAP Case Grid WAP Case Progress Box Now you can… List the mobile devices supported by CRM. Get URLs for accessing CRM. Make devices
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Chapter 3 Working with CRM from a Mobile Device In this chapter you will learn about: Example mobile devices. Logging on and logging off. Basic screen elements. Searching for information. Adding customer information. Managing your calendar. Managing leads, opportunities, and cases. Viewing reports. Selecting a Dashboard for your mobile device. Synchronizing with Microsoft Outlook. Introduction This chapter describes how to navigate CRM using a mobile device such as a
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Logging Off CRM Logon page 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 mobile device, 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. 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 contex
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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
