Sage Software 5.8 ユーザーズマニュアル

Moving Around 

To effectively move around a CRM system using a PDA, you need to be aware of 
the different areas of the screen. 

This section explains the different areas of a Wireless Mobile screen for PDAs. 

 

.  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 you are working in.  

.  As you work with the system you will need to change the data. 

For example, update contact information, progress sales opportunities, and so 
on. Action Buttons enable you to do this. The Action Buttons available to you 
change depending on what context you are in. 

You can jump from one page to another using Hypertext 

links. For example, when you click on a person's name, the Summary page 
associated with that person is displayed. 

These options help you move quickly from one context to another 

during the course of your work. For example, when you are reviewing your 
Calendar you may want to quickly switch to your pending opportunities or 
cases. The Context List allows you to do this. 

  This area of the screen contains the Context List and Action 

Buttons. 

Wireless Mobile Guide    3–3