Sage Software SageCRM 6.1 Cell Phone User Manual


 
Wireless Mobile Guide 2–1
Chapter 2
Getting Started
In this chapter you will learn about:
Mobile devices supported by CRM.
URLs for accessing CRM.
Making devices known to CRM.
Customizing Wireless Mobile screens.
Prerequisites
To use CRM's Wireless Mobile solution, you need:
CRM installed on a server with a valid Wireless Mobile license key.
Mobile devices for users.
To have enabled users for mobile access.
Connectivity from the mobile devices to your corporate network, the
Internet, or WAP gateway (see "Introduction" in Chapter 1).
URLs set up by the Network Administrator for access to the CRM system
from inside and outside your corporate network.
To make the different mobile device types known to your CRM system.
To consider customizations to be made to such areas as screens, lists, tabs,
and the Dashboard for improved viewing on mobile devices.