Sage Software 5.8 Manual De Usuario
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.
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 many times smaller than a standard monitor, so it is important that the
user interface is optimized for the smaller screen size. For example, if you add
too many fields to a PDA screen, it will look crowded and will be difficult for the
user to work with.
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 many times smaller than a standard monitor, so it is important that the
user interface is optimized for the smaller screen size. For example, if you add
too many fields to a PDA screen, it will look crowded and will be difficult for the
user to work with.
The areas that can be customized for PDAs are:
Screens
Lists
Tabs
You customize PDA screens, lists, and tabs in the same way as you customize
screens, lists, and tabs in CRM. However one additional step is required:
screens, lists, and tabs in CRM. However one additional step is required:
Before you begin customizing Screens, Lists, or Tabs, you need to select the
correct device type from the devices list. This list is displayed on the Screens,
Lists, and Tabs pages in Administration | Customization | <Entity>.
correct device type from the devices list. This list is displayed on the Screens,
Lists, and Tabs pages in Administration | Customization | <Entity>.
Devices list
For more detailed information on screen, list, and tab customization, please
refer to the System Administrator Guide.
refer to the System Administrator Guide.
Customizing a Dashboard on Mobile Devices
You may need to customize a Dashboard for PDA users. For example, you may
decide to limit the content available to them and you may want to configure a
default Dashboard screen for mobile users. For more information on setting up a
Dashboard for users, please refer to the System Administrator Guide.
decide to limit the content available to them and you may want to configure a
default Dashboard screen for mobile users. For more information on setting up a
Dashboard for users, please refer to the System Administrator Guide.
Wireless Mobile Guide 2–7