Sage Software SageCRM 6.1 Cell Phone User Manual


 
Wireless Mobile Screen Customization
Wireless Mobile Guide 2–7
The unassigned user agent is now mapped to a device.
Wireless Mobile Screen Customization
Customizing Mobile Screens
Note: This section describes how to customize mobile screens for a PDA or
BlackBerry. It does not apply to WAP screens. WAP screen customization is
described in the "Customizing WAP Screens" section later in this chapter.
A typical CRM installation includes default user interfaces for different types of
mobile devices. However, you may want to further customize some areas. You
should carefully consider the way in which you do this. The VDU on a mobile
device is many times smaller than a standard monitor, so it is important that the
user interface is optimized for the smaller screen size. For example, if you add
too many fields to a BlackBerry or PDA screen, it will look crowded and will be
difficult for the user to work with.
The areas that can be customized for mobile are:
Screens
Lists
Tabs
You customize mobile screens, lists, and tabs in the same way as you customize
screens, lists, and tabs in CRM. However one additional step is required:
Before you begin customizing Screens, Lists, or Tabs, you need to select the
correct device type from the devices list. This list is displayed on the Screens,
Lists, and Tabs pages in Administration | Customization | <Entity>.
Devices list
For more detailed information on screen, list, and tab customization, please
refer to the System Administrator Guide.
Customizing Dashboards for Mobile
You can modify Dashboards for mobile users. For example, you may decide to
limit the content available to mobile users, and you may want to configure a