Sage Software 5.8 ユーザーズマニュアル

 

 

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. 

1.  Open your Web browser and enter the URL given to you by your system 

administrator. If you already access CRM from your desktop, type in the 
URL you normally use. This usually looks like this: 

http://youripaddress/yourapp 

The Logon page is displayed: 

 

CRM Logon page 

Wireless Mobile Guide    3–1