3 - Fellow Consulting AG
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1. To send an email to contact via CRM for android After you already configured email in contextual menu you can run CRM application Go to contact list Log on contact that has email a Choose Email Compose email and send 3 17 Call a contact The information of contacts is enough for you to do what you want to contact them You can call your contact via contact detail or long click for call Some contacts that have no phone number long click will not show the call button for you to call It will start to call if you click on phone number in contact detail To call a contact Go to contact list Choose the contact record that you want to call Long click on it and choose call button Fellow Consulting AG Or click contact for contact detail and click phone number to start a call Contact ChendaChhean Chenda Chhean ea Key Info Key Info Edit First Name Delete Last Name Add to favorites Email Email Figure 65 Long click call Figure 66 Phone number call 3 18 Calendar Calendar is the place for user to preview appointment records There are four tabs in calendar They are Month Week Day and List Records are viewed with small green points The numbers of green points have different meaning There is only one record if you see one green point There are three or more than three appointments if you see three green points x sul 2 23 em CRM Gadget 1 19 XML for testing Jbaun C2. Click update DAE 5 31 gt m w Al E 5 42 m unt Account Name A Test Ipad A Key Info i Location Account Name i Main Phone 14678899 Location Main Phone Main Fax Web Site Billing Address 1 Update Figure 26 Edit button Figure 2 7 Update button Method 2 go to Main Choose the objects you want to edit its records Long click on record Edit record values Click update 13 C Account A Test Ipad A Account Name A Test Ipad A A Test Ipad A View Edit 14678899 Delete Add to favorites Call Billing Address 1 Figure 28 Long Click edit Figure 29 Update button 14 3 9 Delete Records You can delete a record if your access level to that record allows it The delete button then will be hidden you do not have access to use it by administrator The records will lose from the list after they are deleted There are two methods to delete the records User can delete records via delete button at menu or long click on records To delete a record Method 1 Go the object that you want to delete its records Click one of records to view records detail Click on menu Click on Delete button Click OK on confirmation message Account List Account a test Key Info Key Info bene pharmaChem GmbH amp Account Name Appointment Best Western Plus El Ranch we peat Main Fax Task DAIICHI SANKYO EUROPE Gm a Contact Direct Order
3. Clone Action To clone a record Go record that you want to clone a Click record that matches to your transaction to view detail a Click Menu In object Account and Contact are presented with More button When you click on More button there will be a list for action including Clone In other Objects are presented with Clone button a Click clone button to copy your record 17 Account DAIICHI SANKYO EUROPE GmbH Key Into Key Info Account Name Account Name Subject Location Location Start Time Main Phone Main Phone Clone Log Call Home Back lore Figure 40 More button Figure 41 Action list in More Figure 42 Stand alone Clone End Time Main Fax Activity Currency 3 11 2 Log Call The Log call is also known as a task for you to complete You plan to call your customer in any date for the next appomtment Log call is generally presented in Account and Contact The subject of Log call will be Account name is you create it in Account The subject of Log call will be Contact first name and contact last name if you create it in Contact Please see Figure 38 for screenshot e Log call subject Account name in Account e Log call subject Contact first name and contact last name in Contact To create a Log Call Go record that you want to create a Log Call Click record that matches to your transaction to view detail a Click Menu In object Account and Contact are presented with More but
4. contact with address book Thomas Dillinger Figure 51 Contact List Figure 52 Merge contact to address book Finding contact in your address book Click Home Click Menu then you will see many icon Click Contacts icon Verify your contact from CRM application i 2 OR R Contacts Alarm Clock Browser Calculator Camera Displaying 4 tact D RE e Chenda Chhean Car Home Contacts CRM Gadget Custom Locale BA a ee Pauline Damman Dev Tools Gallery Maps ve d Sven Baumann Messaging Navigation Phone Thomas Dillinger Figure 53 Address book Figure 54 Contacts after merged from CRM 3 14 Facebook and Linked In We always work closely with contacts You can do such a thing in order to contact your contacts such as call sending an email You can know your contact clearer via Facebook and Linked In Facebook and Linked In can link to contact with their photos and some more important information that make you easy to manage your relationship with them To linke contact to Facebook and Linked In In Main there is an object Contact 22 Go to object record list Go to contact record detail In contact record detail it has two buttons Facebook and Linked In Click Facebook button to link to Facebook Contact Click Linked In button to link to Linked in Contact Please note that if contact has only one in Facebook or Linked In It won t show the list it popup with Facebook or Li
5. service in detail Call I create a call to contact to ask about the company or to ask about product and service request Opportunity I evaluate my opportunity to win customer in percent and find the reason that will cause my transaction fail 3 3 Setting Settings should be the very important place because users cannot go to any further uses of application if it is not configured properly Before using application make sure that setting is set correctly especially in Preferences User should think about environment and XML they will use For user environment log in is configured in Connection For XML is configured in Advanced in Configuration Name and Mobile Configurator After Preferences was set users can go back to Settings and do the Synchronization for downloading the data from OOD In Figure 11 is showing the organization of Settings Settings are divided into two sections Preferences and Synchronize Preferences are divided into three sections Connection Transaction and Advanced In each section has more detail when you click on it Preferences Connection button Figure 5 Settings structure Chart Transactions 3 3 1 Preferences Before you can use the application and create the transactions you need to set up your preferences In Figure 12 15 shows how to configure in preferences Transactions P IR z ps Preferences RL Accounts Synchronize on startup m nR ausomxapa Configuration fil
6. CRM Gadget in Android Install amp User guide FELLOW CONSULTING AG User guide for Android version 1 20 Updated 10 18 2011 Where People work together ORACLE Content 1 Introduction cats cwsernncies nase cesmeatsaeneansvncdoawidawsncawentieacioneanexnanceereonstdegnaaimeeteanesorannruinenit 3 e Fi ee ene ER 3 Zil System Treguire mehi erorri shastesdeupauase tan AE EE EE 3 2 2 Where to get the software 000ssnnonossonnssssseerssssseesssssseressssrersssseerrssssserssssseerssss 3 2 3 Software installation 000000000ennsoonnnseeennsseenssseerssseerossserssseersssserossseresssrresseeres 4 e Le NE E E E E E 5 SA VEE T a ETE O E EE T IE O 5 3 1 1 Understanding about CRM Gadget icon oossonnnnesssssssennessssseseressssssseresssssseerree gt 5 3 1 2 Getting started the application so0sseeeeennssssseeeeesssssseersssssssreressssssserresssssereeee gt 5 JA Ma MONU e EEE E E E EAE T EEEE OR 6 re ers 2 0 Jee E EAA E E E AEAEE NE EA E EA EAEE S 7 Ds lll PrE I CICOS eea A A E E E SAAE E E A N 7 Se ei 11 001 0101 Ac A E E E A E 9 3 4 Modification i 0 a 10 3 5 Entering Transaction records 2 0 00 ccccccsssseesceccceccceeeeesaaasaesseseeeeeeeeeeees 11 3 6 Search for object records cece cece cc ccc cece cea eeeseeeececceeeeeeasaaasesseseeeeeeeeeees 11 3 7 Search filters in Object records 00 0 0 cccceeecceccccceeceeeaaeeeesseeeeeeeseeeeeeaaaas 12 SOEN TOC COT e eee
7. _ f mM fl N A otal Distance 376 902 km Suggested routes Figure 0 Week Day and List You can view your records that you have clicked on them by going to Recently viewed at Main The Recently Viewed will show you what records you ve just viewed This is very important to show you what records you re working on Please note that the records are viewed only the last ten VIEWS Wie 2 19 om CustomObject14 CustomObject15 Custom Object 4 CustomObject5 EEL Figure 72 Recently Viewed Other For any feedback please contact Daniel jordan fellow consulting de 9 52 AM Bachhuber Ne Bruno Lochet Daniel Jordan Concert 9 12 PM Ana Hallo Tou arnaud2 clone Figure 3 Rec To make the records display in Recently Viewed l goto Main 2 click one object 3 click records 4 go back to Main 5 click Recently Viewed oa you will see the last viewed records Zi
8. alendar Month lt 4 Bee cei gt Mon Tue Wed Tht Fri Sat Sun CustomObject14 CustomObject15 Custom Object 4 CustomObject5 EEL Figure 67 Calendar icon Figure 68 Calendar List To view the appointment record in Month Left click on green sign To create new appointment record in Month Long click on green sign or left click the space see Figure 7 for Month 26 J q 7 i 4 N 7 ee T 4 A A 7 a To view Travel Map Long click on day in Month with more than one record that has relation with account Account records must have the right address Click View Travel Map to view see Figure 7 amp 9 To view Edit Delete appointment record in Week Day and List Long click on green sign see Figure 8 October 3 2011 New Appointment View Travel Map Figure 69 Month Figure 1 Travel Map 3 19 Recently Viewed mS Stas Fl E 3 11 om BMB Ver Leverkusen ig ne Germany gt k 4 x9 faa a Gera p Aa BS oe ae z ocre Zwickau Web ey 4 tp Skab m i uf oe on Ie ae i lt A Bamberg Weidenberg testing create app1 X Ta nk la a LF N lannheim pene E iir 4 agg me View aa Ay OHeilbe onn a s Ratisbon Karistune St ngart gt oO Boden Baden Asien i o Uim a E dit Cay a Reutlingen AG On y Z gi ovi illingen Schwenn ingen Salzburg Consan A a j Rosenheim j oan Ra amp Ay pn A Y LS Delete ee l am a Tae hie chter sto F ry ewitzeriarid re ee eh
9. e a new record for example Account In Main click object Account Click Menu Click New button Complete the object value Click Create button to finish your transaction 16 New Account Account Name ABC Company CRM Gadget 1 20 Android Main bene pharmaChem GmbH amp Best Western Plus El Ranch i Main Phone Appointment Complete the value DAIICHI SANKYO EUROPE Gm Main F van Fax Task Contact Direct Order j Opportunity Billing Address 1 Figure 37 Objects at Main Figure 38 New button Figure 39 Account table 3 11 Action buttons The Action buttons were developed for CRM for android in order to be easy of users and also can save so much time in creating records In this version of CRM the action is presented with Clone Log Call and Visit Report Service Request Tmportant notice After cloned records are made the records stay in the object that is cloning Example You clone records in Account so after clone fished the records stay in Account After Log Call records are made they will run to object Task After Visit Report records are made they will run to Appointment 3 11 1 Clone Clone is an action of how to make multiple identical copies of records in each object Some old records are nearly the same value as new one that you will create into your transactions In this case you have a good choice to save you time and it will faster than expected if you choose
10. e name ze n xJ Synchronize S ifort a Activities android f User Name fellow_dev jordan fellow consulti i l Contacts Reinit database Password ee EE Service Requests Leads Figure 6 Preferences Figure 7 Connection Figure 8 Transaction Figure 9 Advanced Preferences Configuration Explanation Preferences Connection URL more commonly known as the internet address of your CRM OnDemand instance Usually something like https secure ausomxapa crmondemand com User name Your CRM OnDemand Username Password Your CRM OnDemand Username Click Test Connection button to make sure that you are connected to Oracle server Preferences Transaction According to new version update transactions is configured in XML Transaction shows the filters owner filters and last modification filter E Preferences Advanced There are three settings in Advanced They are Synchronize on start up Configuration name and Reinit database See Figure 15 Synchronize on start up There is a checkbox to enable Synchronize on start up The sync will sync every time you start the application if you check on this checkbox Uncheck to disable sync on start up Configuration name Configuration name is the name of XML that 1s configured in OOD client side extension The configuration name must be the same between OOD and Android Configuration name can also be changed according to the number of XML user in OOD See Figu
11. ecently viewed 4 Setting Contains Preferences and Synchronize Contact Opportunity service Request Lead DNARS RS hE Rs SR RA S SONG REN Campaign Figure 3 Main Interface Fellow Consulting AG 3 2 Main Menu Note In Main menu has as many objects as possible according to XML configuration from Mobile Configurator If you are not using XML from OOD the default XML in application is automatically read and only some of objects in the chart are enable The following chart is showing all objects in Main if all objects in XML are enable Recently Viewed SPRequest SPRequestLineltem CustomObject1 15 Figure 4 Main structure Chart Concept for some objects for business Account He she is my account because I think they are my current customers or the customer that will buy my product or service Contact He she is my contact because I can contact them for detail information about the company or buyer that will buy my product or service Lead an individual or organization that expresses an interest in my goods or services Service request A request from customer to change something for something improving the quality of product etc Campaign is a plan to attract people to buy the product He she will become audience unless they are interested in our product Task I create a task to deal with customers Appointment I create an appointment or appointment is created by customer to speak about my product and
12. ee the transactions Click one of transactions to view your records Here users can search edit delete the record name to update their customer records Figure 23 shows the Account record list These records will show Account List you more details when you click on them All these records can be tom created in Oracle on demand Record could be Account record 1 TEST Activity record Contact record Opportunity record and Service request record gt 10 TEST 10Customer Entering the records gt 11 TEST go to Main z There is a list of objects click one of objects pom n If the object has records it will shows the list 12 TEST Click on records to view records detail Figure 20 Account list 3 6 Search for object records In case there are so many records added they will spend your time to scroll to find one record you want to work on it So if there are so many records in the record list you can search for them It is fast and easy Search can find the word among many word in records not only start with search For example You want to search Apple computer service then you can type the apple computer or service Search record in record list Go to object record list Click Menu Click Search button Type the letter or word you want to search 11 GAE 4 01 ru aM G 4 03 pu Apple computer service Fellow Consulting AG Account bene pharmaChem GmbH amp Moscone Center Appointm
13. ene ee nee ee nn nee ee eee 12 Pee OT 2 oa TOCCOA eee ee ee eee eee ee eene eee EN 14 3 10 Create GW TF CCL GS srera r E E EE E EE EET 15 pe Col 6 oC E E E E eee 16 AE NOMIC sceccenaosgascaneedacesiseceucesesoasoavatpnes EE sven assbos A A E E A E EE 16 AAL oy AO OS E E E E EE EE E EO ARN 16 SA VIS RDO a E E EE E E E A E 17 S BAP Related ODJOCES sennoina EO 17 3 12 1 Insert Objects as relations eccccccccccesssssececcceccessseeeeccceeeaaeeeeeceeeeeauaaeeeeeeees 17 DAZ CITC TEAC OC CLS E EEE E 19 3 12 3 View related objects in record detail eeccccccccccccccceceeeeseesseeeeeeeeeceeeeeeeaaaas 19 3 13 Merge Contacts to address DOOK 0 cccccccccccecccaeeeeseeeeeeeeeeeeeeeaaaas 20 3 14 Facebook and Linked IN 0 0 0 0 eccceeccceeecceeeeceeeaeeesesseeeeeeeeeeeeeeaaaas 21 3 15 Favorites add remove and VICW cccccceceeccccccccceceeeceeaaseeseseeeeeeeeeeees 22 3 16 Configuring email in contextual menu and sending a message to COMICE oee E EE E T E E EE ener 23 SECI CONIC eaa E E E E E E A E ET 23 ee eo Ceda e re nee eee 24 Pe Mee X27 L218 e212 6 ene ee eo 25 1 Introduction This document is the user manual for CRM Gadget user in Android OS It shows you how to install and use the application CRM Gadget is also available for PC iPhone amp iPad to use for their business managed by Oracle on demand Android phone users can find this application in Android market CRM Gadget for android is also known a
14. ent Best Western Plus El Ranch Task DAIICHI SANKYO EUROPE Gm Contact Direct Order Opportunity Service Request Figure 21 Object List Figure 22 Account record list Figure 23 Search column for typing 3 7 Search filters in object records There many records in each object Those records are categorized with it filters so you can search those records with their filters Search records with their filters Go to object record list a Click Menu Click filter button Select the filters bene pharmaChem GmbH amp gt Best Western Plus El Ranch Millbrae C Filters DAIICHI SANKYO EUROPE Gm No Filter Customer Direct Order ey p Fellow Consulting AG rospect Partner Competitor Figure 24 Filter button Figure 25 Filter list 3 8 Edit Records Generally you can update record information if you own the record you manage the owner of the record or the owner grants you editing access to the record However your company administrator can adjust access levels to restrict or expand your access to records The edit button will be possible to edit if you have privilege from administrator to edit it Otherwise if you do not have privilege to update the records then the update button will be hidden 12 To edit records Method 1 go to Main Choose the objects you want to edit its records Click on records to view records detail Click menu and then on edit button Edit record values
15. l Opportunity Fellow Consuiting AG pili Oo D Franchini Carlo Edit Delete amp D Gastst tte Tartiifn TT Back Figure 30 Objects at Main Figure 31 Record list Figure 32 Record detail Service Request Method 2 Go the object that you want to delete its records Click one of records to view records detail Long click on record Click ok on message Account List Best Western Plus El Rancho Inn amp Suites bene pharmaChem GmbH amp View Best Western Plus El Ranch N Appointment Edit DAIICHI SANKYO EUROPE Gm Task TET Direct Order Locati Contact Add to favorites Fellow Consulting AG M Opportunity Call Service Request Franchini Carlo Gactctatte Tartiifn TT 15 Fellow Consulting AG Figure 33 Objects at Main Figure 34 Record list Figure 35 Long click popup 3 10 Create new record You can create a record from different objects within the application The object you choose depends on whether the transaction you working on Appointment with Where amp when Assign to colleague Call someone I know My friend became my contact he knows what company want easy to speak with ABC so I create him as my contact I create account because I know ABC will buy my product and I put my friend as my contact related object Figure 36 Example of transaction decision To create new record via Method 1 Menu Choose the object you want to creat
16. n each object the error log will then appears when you go to the record detail wie 3 12 0m gt October 12 201 Synchronize M 03 03 44 Synchronization started Key Info 11 42 SOAP ENV Server S6BL OD5 5073 Service Number Ga 03 04 05 Reading Current user l 03 04 05 I O exception java net Unknown 11 43 Reading CustomObject4 picklists Opened Time Server Access Denied Custi 47 Receiving item deletions from serve j1 Succeeded Recelving item de 03 1 1 55 Reading Account data Figure 14 Sync log Connection error Figure 15 Sync warning Figure 16 Sync warning record error 3 4 Modification flag The color of asterisk modifies the status of records Gray asterisk for records that are just updated Green asterisk for new records Red asterisk for error records that display after synchronization awe 3 23 pu p 480430 517135285 99999999 chenda Chhean chenda 7 11 2011 chhec test S R android Figure 1 Gray asterisk Figure 18 Green asterisk Figure 19 Red asterisk 10 3 5 Entering transaction records CRM Gadget in android is an update for users to view and check their customer records by using phone anywhere and anytime Users can also edit delete information on this application Before you can enter all records in entities you need to complete URL Username and Password and synchronize first After successfully synchronized you just click Entities You will s
17. nked In widow BME 11 43 am aM a 11 46 am Contact Sven Baumann Facebook Contacts l LinkedIn Contacts a iy B 46 Sven Baumann gt kel DE Talmlelaerla Key Info yy ir Sven Baumann y Danny Jordan Key Info Mrs Sven Baumann Be DEWAL EIR Figure 55 Facebook Linked in button Figure 56 Facebook Contacts List Figure 57 Linke in Contact List 3 15 Favorites add remove and view To be easy to find records users can add remove them to from favorite The favorite is introduced by star sign You can add or remove the favorite for every record you want You also can search the records marked as favorite To add records to Favorites 29 In all objects have their records Go to record detail or you can long click on record Ifyou go to record detail you need to click Menu and click and Add to favorite button Ifyou long click on record detail you can add to favorite detail MB 1 21 om op A G 1 21 om Account Fellow Consulting AG Account L Key Info Key Info Account Name Direct Order Direct Order DAIICHI SANKYO EUROPE Gm Loca ting A View i Location Penow Consulting AG Wy Mu Main Phone Edit Franchini Carlo Main Fax Delete Gaststate Tartufo II Delete Add be O Figure 58 Add to favorite button Figure 59 Long Click on record Figure 60 record with Favorites To view records with Favorites After records are added to favorites Go to record list Click Menu Click Vie
18. ransaction In each company has a different concept of objects that will link together In CRM for Android has a default related object for you to insert for you business purpose 3 12 1 Insert Objects as relations The objects can be linked in android via relation from its default In the near future Android can read all related objects configured from Mobile Configurator application using by admin Currently you can insert some objects as relations to do so see the steps below To insert objects as relations into your existing records via Edit Go to object record list e g Account list Choose a records you want to edit with relation Click record to view its detail Click Menu Click Edit button Scroll down There are several related object for you to choose Click related object column there will be the list of related objects Choose one of them Click update button to finish DS Account a test Last Call Date October 18 2011 9 31 AM test A ES m Description Main Fax x Key Info Click column of Parent Account to add its relation to Account Billing Address Parent Account La Ti Primary Contact f gt Home Back More Figure 43 Edit button Figure 44 Related object column To insert objects as relations when you are creating a new record Itis the same as you create a new records 19 Go to object record list Click Menu Click New button Scroll do
19. re16 17 Client Side Extension Edit Back to Client Side Extension List Client Side Extension Details Save Save amp New Client Side Extension Cancel Z BM E 10 52am Preferences File Information D File XML4TEST2 xml 16241 bytes xG Advanced MIME Type Synchronize on startup a File Size In Bytes 16241 Configuration file name File Extension xml Content Information URL Name jandroidtest xml Relative URL user content androidtest xml androidtest Full URL https secure ausomxapa crmondemand com OnDemand user cont test Description Additional Information Modified Daniel Jordan 10 10 2011 06 30 AM Figure 10 Configuration name in OOD Figure 11 Android Configuration name 3 3 2 Synchronize CRMGaget for android is an offline application so when it is run for the first use it will be an empty database In order to get data you need to syne with OOD XML Metadata and records are read during synchronization Metadata is synced only the first synchronization but in case there are some metadata changes the sync will start reading metadata again The database will be created automatically after sync is completed and the records then display in each object Note Metadata are things like the name of fields lists of available fields and picklists Metadata changes refer to changes of fields on server For example New fields or picklist are created Figure 19 1 Sync button click sync button
20. s offline application for business after Oracle on demand It is used closely to each other in order to store data Data can be created in android and store in Oracle on demand server via synchronization You just carry this application with you by using android phone you can do your business everywhere and any time you want Application is introduced by important objects that can manage your business easily such as object Account Appointment Task Contact and Opportunity etc that all these objects are linked together 2 Installation 2 1 System requirement What you need to have is a phone that has android OS The following phones are example of android OS that support this software s AFT T a a TESES IL Piatti f Wil 51 anian i i Phone name ie Android version Samsung Galaxy Tab GT P1000 Samsung Galaxy S Android 2 1 0 2 2 Where to get the software Android market is specializing in creating android applications So you can go to its website to download the software In search column type crmgadget you will see the recent release of this software Look at the screenshot https market android com HTC Evo 4G Android OS v2 1 Eclair Ee Android A idl k el CRMGadgat Type CRMGadget to searc sentinels https market android com search q crmgadget amp so 1 amp c ap Apps Just one result CRM Gadget CRM on Demand DANIEL JORDAN PRODUCTIVITY Fello
21. to start synchronization 2 Sync measurement shows the percent of synchronization 3 Sync log shows the information of sync ae 2 00 pm 1 Synchronize KJ Synchronize 01 18 36 Succeeded Reading Account action 01 18 36 Reading Acco d naa E 4 Send Logs all log in 01 20 00 Succeeded Reading Account Synce log will be displayed in detail 01 20 00 Reading Account data when we click on it The will be sent to 01 20 07 Succeeded Reading Account developer support i 5 Filters has syn error 4 5 Send Logs Filters log Warning and All Figure 12 Setting Synchronize Figure 13 Sync detail screen To start sync Go to Settings Setup the Preferences Click Synchronize icon Click Synchronize button Click Menu to view Send Logs and Filters Click Send Logs there are some error and you want to report to developer support by email Click Filters if you want to view only one logs For example you want to view only Error message so you need to choose Error filter Sync Log error and warning Sync log error and warning will then display if there are some error with XML object access denies object records error and connection error etc There are some cases that cause the sync error You just click on sync log 1f you want to see sync log detail All error and warning logs have their detail explanation so you can follow the log to solve the problem For error on records i
22. ton When you click on More button there will be a list for action including Log Call a Click Log Call to create new Task Click Create button to finish 3 11 3 Visit Report The Visit Report is also known as Appointment If you create a visit report the records will run into Appointment Visit Report is generally presented in Account and Contact The subject of Visit Report will be Account name is you create it in Account The subject of Visit Report will be Contact first name and Contact last name if you create it in Contact Please see Figure 38 for screenshot e Visit Report subject Account name in Account e Visit Report subject Contact first name and contact last name in Contact To create a Visit Report Go record that you want to create Visit Report Click record that matches to your transaction to view detail a Click Menu 18 In object Account and Contact are presented with More button When you click on More button there will be a list for action including Visit Report Click Visit Report to create new Appointment Click Create button to finish 3 12 Related Objects You can link one object to another object The object that you linked is called Related Objects All objects in CRM have relationship to each other This is the cycle of business CRM stands for Customer Relationship Management so CRM for Android is a tool to manage your Customer Relationship to ensure your business run very well in your t
23. w Consulting AG 2 3 Software installation Please follow the following steps to install in software into your phone 1 Click INTALL button then you will be asked to sign in Android Market YOU ARE CRM Gadget CRM on Demand Free DOWNLOADING Daniel Jordan A Please sign in to install this Android App Sign in to download software After you signed in the application will download automatically Follow its instruction to install After installation finished you will be asked to complete the Preference You can also find the application icon in your phone application Take a look at these screenshots pe oer aS CRM Gadget 1 20 Android2 A 7 Camera gt N T amp Car Home Contact CRM Gadget Custom Appointment Task Contact Music Navigation Opportunity Service Request A 3 User Manual 3 1 First start 3 1 1 Understanding about CRM Gadget icon If it is already installed in your phone there will be an icon as the following screenshot 2 ZO Alarm Clock Browser Calculator Camera Figure 1 Application icon Figure 2 Application icon zoom 3 1 2 Getting started the application Click on CRM gadget icon You will see the screen with CRM Gadget version Main menu and Settings ms 1 So Aa 10 09 am CRM Gadget 1 19 XML for testing Jbaun tt Main Account 1 CRM Gadget Version 2 Current using XML name reading from OOD 3 Main Menu contains all Objects Calendar and R
24. w button There will be the record list with favorites athe Account Li Daniel Jordan vy bene pharmaChem GmbH amp Direct Order Locati Best Western Plus El Ranch gt Fellow Consulting AG Millbrae inich Ge ny M DAIICHI SANKYO EUROPE Gm Huetter Willy KG M nchen Germany Nuernberg Germany Daniel Jordan vy stafan huber Nirert Order Q New Figure 61 View Favorites button Figure 62 Record with Favorite To remove records from Favorites You can remove Favorite from records with Favorites Long click on records with Favorites gt choose Remove From Favorites Or view records detail gt Menu gt Click remove from favorite button 24 Account Fellow Consulting AG e Key nfo Key Info Direct Order Keenan Warne View Location Edit Main Phone Delete Main Fax Remove from favorites lt ed i k Remove Delete amp 5 QO Mor Figure 63 Long click remove Figure 64 Menu Remove 3 16 Configuring email in contextual menu and sending a message to contact If contacts have an email it will be available for to send an email to them Before you can send an email to a contact you need to configure you email address into your contextual menu If you don t know how to do this you can see the step below To configure email in contextual menu In your phone has a Menu go to it Click Email icon Complete your Email address a Complete displayed name
25. wn Click related column to add its relation bene pharmaChem GmbH amp Best Western Plus El Ranch DAIICHI SANKYO EUROPE Gm Direct Order Locati Follow Conculting AG Q Search Q Filter DS a Account a test Last Call Date October 18 2011 9 31 AM test Description Click column of Parent Account to add its relation to Account Parent Account Primary Contact Figure 45 New button Figure 46 Related Object column 3 12 2 Delete related objects In the Screenshot you see Direct Order was added as Parent Account and Daniel Jordan was added as Primary Contact So they are called related object You can delete these objects from relation just follow the few steps below To delete the related objects Go related object that you want to delete For example if you want to delete Direct Order from Parent Account then you will need to click on button with basket bin picture 20 Account Last Call Date October 18 2011 9 46 AM i test Description Click the button with basket bin picture to dekte related object Parent Account raose Primary Contact BAO 9 59 am ew Accoun Last Call Date October 18 2011 9 46 AM test Description Parent Account TT T Primary Contact Daniel jordan Figure 47 Before deletion Figure 48 After deletion 3 12 3 View related objects in record detail You can view all your related objects that you already inserted to
26. your record If you are using CRM for Android introduce by pages then you need to go to Related tab after you view record detail to view your related objects In Figure 46 show the list of related object in Account record 2 le 10 10am rr DAIICHI SANKYO EUROPE Gm Primary Contact Direct Order l Daniel jord Loi Contact 5 gt Fellow Consulting AG ven Baumann Thomas Dilling Mun Ta gt Service Request 1 Franchini Carlo R 0004 Te eS Cae Gaststatte Tartufo I l 5 19 PM Call 7 00 PM E Cuochi J Closed Tasks 2 Georgenhof I 1 29 PM Fellow Consult E Asset 1 See Do Figure 49 Account List Figure 50 Related objects 3 13 Merge Contacts to address book The contacts are recorded in object Contact in CRM application Your personal contacts are recorded by you in address book These two kinds of contacts are now can be merge together into your Address book You can export contact to address book one by one via contact list if you think that it is important to keep those contacts into your address book To merge contacts to address book In Main there is an object Contact Go to object record list Long Click on contact record that you want to add to your address book 21 In popup list choose Merge Contact with address book Go to your personal contact you will see them ss oo Contact List Chenda Chhean Chenda Chhean Sven Baumann Delete jiting AG Pauline Damman Merge
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