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Sage Software
5.8
ユーザーズマニュアル
Sage Software 5.8 ユーザーズマニュアル
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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 Accessing CRM
.......................................................
2-2
Making Devices Known to CRM
................................................
2-3
Setting Up New Devices
....................................................
2-3
Mapping User Agents
......................................................
2-5
Mapping Unassigned User Agents
...........................................
2-6
Wireless Mobile Screen Customization
...........................................
2-7
Customizing PDA Screens
..................................................
2-7
Customizing a Dashboard on Mobile Devices
.................................
2-7
Customizing WAP Screens
..................................................
2-8
Now you can…
...............................................................
2-10
Chapter 3: Working with CRM from a PDA
Logging On
...................................................................
3-1
Logging Off
...................................................................
3-2
Moving Around
...............................................................
3-3
The Basic Screen Elements
..................................................
3-3
Finding Information
...........................................................
3-4
Example: Finding a Person
..................................................
3-4
Example: Finding an Opportunity
...........................................
3-5
Adding Customer Information
..................................................
3-6
Example: Adding a Person to a Company
....................................
3-6
Doing Your Work
..............................................................
3-8
Navigating Your Calendar
..................................................
3-8
Wireless Mobile Guide i
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