Sage Software SageCRM 6.1 Cell Phone User Manual


 
Doing Your Work
Wireless Mobile Guide 4–5
Doing Your Work
You can keep track of your appointments and tasks in calendar or list mode.
Navigating your Communications List
To display your current list of tasks and appointments:
1. Select Communication from the Main Menu.
The Communication Search page is displayed.
Communication Search page
You can set View Mode to Day or Week, and you can set the Status to
Pending, Complete, Cancelled or All. In addition, when you scroll down you
can set Show Tasks to Appointments Only, Tasks Only, or All.
2. Once you have specified the search criteria, select the Search link.
A list of all your pending communications for today is displayed.
Pending Communications
3. To find the specific communication you want to view, scroll down the page.
4. You can also find more communications by selecting the Next Day/Week,
Previous Day/Week or New Search links.
5. Once you have found the communication you want to view, select that
communication's link to get more information on the specific task or
meeting.