Sage Software 5.8 ユーザーズマニュアル
Reporting
To update an existing lead, opportunity, or case:
1. Find the lead, opportunity, or case and open the Summary
page.
Opportunity Summary page
2. Select the Edit action button from the context area.
3. Make the changes and select the Save action button from the
context area.
Reporting
CRM includes sample reports in various categories, for example Sales and
Customer Care. You can run the reports on your PDA by selecting the Reports
button.
Customer Care. You can run the reports on your PDA by selecting the Reports
button.
Running a Report
To run a sample report:
1. Select the Reports button.
2. The Reports page is displayed.
3. Select a category from the Select Category list.
A list of reports available in that category is displayed.
Wireless Mobile Guide 3–11