Sage Software 5.8 ユーザーズマニュアル

Now you can… 

You can synchronize Microsoft Outlook appointments, tasks, and contact 
information with CRM appointments, tasks, and contact information using your 
PDA. 

1.  Ensure that synchronization capabilities are set up between your desktop 

and PDA. (Refer to the documentation accompanying your PDA for details 
on how to synchronize with your desktop.) 

2.  Synchronize Pocket Outlook with your desktop version of Outlook to ensure 

that you are working with the most up-to-date contacts and appointments 
from your PDA.  

3.  Make changes to contacts, tasks, and appointments from your PDA in Pocket 

Outlook. 

4.  Synchronize Pocket Outlook with your desktop version of Outlook. 

5.  From CRM, synchronize Outlook on your desktop with your CRM contacts, 

tasks, and appointments. 
 
Please refer to the "Working with MS Outlook" in the User Guide for more 
information on synchronizing CRM with Outlook. 

„ 

Log on and off. 

„ 

Explain basic screen elements. 

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Search for information. 

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Add customer information. 

„ 

Manage your calendar. 

„ 

Manage leads, opportunities, and cases. 

„ 

View reports. 

„ 

Select a Dashboard for your PDA. 

„ 

Synchronize with Microsoft Outlook. 

 

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