Справочник Пользователя для Sage Software 5.8

Dashboard 

Note:  You can run any reports that you have created in CRM from your desktop 
on your mobile device. You run them in the same way as you run sample 
reports. 

You can define the Dashboard you want displayed on your PDA from your 
desktop.  

1.  From your desktop, open My CRM | Dashboard.  

2.  Select the Dashboard you wish to view on your PDA from the Dashboard 

drop-down list. 

The Dashboard Content page is displayed. 

3.  Click on the Edit Dashboard Details button. 

The Dashboard Details page is displayed. 

4.  Select Set As Mobile Dashboard and then click on the Save button. 

The Dashboard you have selected will be displayed when you view the 
Dashboard from your PDA. 

Please refer to the User Guide for more information on creating and adding 
content to dashboards. 

1.  Select the My CRM button if you are not already in the My CRM context. 

2.  Select Dashboard from the list in the context area. 

Your preferred Dashboard is displayed. 

 

Dashboard content 

Wireless Mobile Guide    3–13