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Android tablet – User manual

1. 2015 08 03 Page 20 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software e Show Contacts Display only Contact pushpins on the map e Show Leads Display only Lead pushpins on the map e Display Route Display the route from current location to the User defined pushpin User defines a destination pushpin by tap and hold on the map e Get Directions Create a task for navigation service to show directions from current location to the User defined pushpin User defines a destination pushpin by tap and hold on the map 11 3 Scan Code page Scan code page enables the user to scan and process any barcode supported by the app By default the app supports QR codes that are commonly used at business cards To scan a barcode tap on the Scan Code button and a page with the camera feed appears On first run of the Scan the user is prompted to enable microphone and camera usage Can CB MobileCRM use your webcam and microphone Scan the desired barcode and when code was scanned successfully the camera feed disappears and a button menu appears On the button menu the user can choose the action that has to be done with the scanned barcode 2015 08 03 Page 21 93 Connecting L sting Fey Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Cancel Dachboard Shows charts Map Shows map Create Account Create Contact Calendar Shows
2. Normal Page 75 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 14 1 Case detail page The case detail page displays detailed information about the selected case The user can modify the record by changing the content of the fields as required Mobile CRM Products List of product i i ist of products Title Chain too tight Activities pene PDV soft co List of activities Leads Subject List of leads Priority Normal Opportunities Hark enceunibies Satisfaction Dissatisfied Status Reason In Progress Quotes List of quotes Invoices List of invoices Orders List of sales orders ctkilst lsle Cases List of cases Settings App settings About App description To display the list of additional action tap on the additional actions icon A context menu appears and the user can choose the action to execute fy MobiecrMm Q lt 2015 08 03 Page 76 93 Connecting fey Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Problem Solved Canceled To save the modified data and update the CRM case tap on the floppy disk image button in the title frame The case is immediately modified and stored in the local database The CRM case is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the syn
3. The user can use filter to look for a specific opportunity by typing a search string into the search box under the title frame The user can sort the list of opportunities according to personal preference To sort the list choose the preferred sort type and the list will be sorted MobileCRM gt Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products cae List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 2015 08 03 Total of 5 items Search text 10 Dal licenses Isac Selenka 100 tires for dirtbike 180 70 Dust amp Cover 3 CB server licenses VinaTalk 15 Cal licenses Isac Selenka 56 Bike frames PDV soft co Opportunities 235 00 Warm 2350 00 Hot 568 00 Warm 1500 00 Warm 356 00 Warm Page 53 93 Connecting Software Connect Bridge f2 Mobile CRM Map Shows map Calendar HOW Shows agenda Accounts List of accounts Mobile CRM Android Tablet User Manual CH Opportunities Total of 5 items al 10 Dal licenses Isac Selenka 15 Cal licenses Isac Selenka 11 9 1 Opportunity detail page Connecting Software 235 00 Warm 1500 00 Warm The opportunity detail page displays detailed information about the selected opportunity The user can
4. 11 1 3 a Default chart The default column chart allows following combinations of enabled entities e Only Incident cases Displays chart with number of cases for each customer created in each quarter of fiscal year 2015 08 03 Page 16 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Only Leads Shows chart with number of accounts contacts and opportunity entities created by qualified leads that were created and qualified in current fiscal year The chart is divided by quarters of fiscal year Only Opportunities Displays chart with the sum of estimated value of opportunities for each customer created in current fiscal year and divided by quarters of fiscal year Only Orders Displays chart with sum of total value for all orders created in current fiscal year per each customer Divided by quarters of fiscal year Only Accounts Shows chart with number of associated entities case order lead Opportunity contact created in current fiscal year from accounts or regarding accounts created in current fiscal year Only Contacts Shows chart with number of activities E mail Task Phone Call Fax Appointment Letter created in current fiscal year regarding contacts created in current fiscal year Any combination of two or more Shows the number of entities of each type for each quarter of fiscal year 11 1 3 b Pipeline chart In current version of Mobile CRM pipelin
5. 11 10 Leads page Leads page contains information about the available CRM leads To display details about a specific lead select the lead from the list by tapping on the item The user can use filter to look for a specific lead record by typing a search string into the search box under the title frame The user can sort the list of leads according to personal preference To sort the list choose the preferred sort type and the list will be sorted Mobile CRM gt Total of 5 items Map Search text Shows map Alan Choo alanchoo pdvsoft co Calendar AEN Sh d Sore Hung Pham hamhung seta com Accounts j 9 List of accounts Jackie Nguyen jackienguyen jracing com Contacts List of contacts Ippoe Makunouchi makunouchilppoe techcorp com Products List of products Ondrej Kabela ee okabela studio com Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 2015 08 03 Page 58 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software D I MobilecRM 3 Total of 5 items Map ph ENEMI Hung Pham Calendar phamhung seta com HOW Shows agenda Accounts List of accounts 11 10 1 Lead detail page The Lead detail page displays detailed information about the selected lead To modify the record change the specific fields of the record as required 2015 08 03 Page 59 93
6. Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software MobileCRM Q lt Map Sh i i Shows map Topic Mailed interest on DAL CAL Calendar Shows agenda Company Name Seta Soft Last Name Pham Accounts List of accounts First Name Hung Contacts E mail phamhung seta com List of contacts Mobile Phone 456823028 Products List of products Business Phone Activities Rating List of activities Job title Leads i List of leads Web site Opportunities List of opportunities Quotes List of quotes Invoices List of invoices The lead detail page supports sending emails and making Skype calls The user can send email or make a Skype call by tapping on image icon next to email field or phone field To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute D I Mobile HM Q lt 2015 08 03 Page 60 93 Connecting L Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Pick Action Qualify Disqualified Lost Disqualified Cannot Contact Disqualified Not Interested Disqualified Canceled To save the modified data and update the CRM Lead tap on the floppy disk image button in the title frame The Lead is immediately modified and stored in the local database The CRM Lead is updated via an update query when online mode
7. D I Mobilecrau Q lt 11 13 Quotes page Quotes page contains information about the available CRM quotes To display details about a specific quote select the quote from the list by tapping on the item The user can use filter to look for a specific quote by typing a search string into the search box under the title frame The user can sort the list of quotes according to personal preference To sort the list choose the preferred sort type and the list will be sorted 2015 08 03 Page 70 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities DADO Quotes List of quotes EN Invoices List of invoices Orders List of sales orders Cases List of cases Settings App settings E CH D E About Mobile CRM Products List of products Activities List of activities Leads List of leads 2015 08 03 Mobile CRM Quotes Total of 5 items Search text Helmet quote pink 25 PDV soft co Boots quote Lether 15 Dust amp Cover CB server software quote VinaTalk Helmet quote blue 10 Martin Volac Bike frame quote 120 PDV soft co Quotes Total of 5 items el Helmet quote pink 25 PDV soft co Boots quote Lether 15 Dust amp Cover Helmet quote blue 10 Connecting Software 505 00 Active 235 00 Act
8. Mobile CRM Android Tablet User Manual Connecting Software 11 12 1 Invoice detail page The invoice detail page displays detailed information about the selected invoice The user is able to edit the record as required by changing the content of the fields Mobile CRM Invoice Info Products List of products Activities Customer Martin Volac List of activities Name CB Gateway license Leads List of leads Currency EURO Opportunities Price List Wholesale List of opportunities TotalAmount E 3 00 Quotes List of quotes Discount 10 00 SOHO Invoices Discount 3 00 List of invoices Freight 13 00 Orders List of sales orders Cases Street Bukova 26 List of cases City Bukovec Settings App settings Country Slovakia About ZIP Postal Code To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute fy MobiecrMm Q lt 2015 08 03 Page 68 93 Connecting L Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Pick Action Get Products Paid Complete Paid Partial Canceled To save the modified data and update the CRM invoice tap on the floppy disk image button in the title frame The invoice is immediately modified and stored in the local database The CRM invoice is updated via an update query when online mode is selected or an update query is s
9. Modify Current Account section Mainly check the URL typed into the application for misspelling and errors login name and password Example of URL path to CRM service http 77 48 228 231 60127 DudeCorp https www dudecomporation com 60127 DudeCorp These steps should help the user to connect to the CRM server If another problems prevent the user from connecting to the CRM server please contact the support and describe the problem 2015 08 03 Page 93 93
10. 7 1 Application sandbox 7 1 1 What is application sandbox Application sandbox is used to store local data on Android device All I O operations are restricted to the app internal storage and do not have direct access to the underlying operating system file system which helps to provide security and prevents unauthorized access and data corruption from other applications 7 2 Web service security The web service communicates with the server via https and is secured by SSL certificate Also the credentials are checked when trying to connect to the Connect Bridge server Without a proper authentication an error message will be returned and any other attempt to communicate with the server will result in error until a successful connection is established 7 3 Application security Mobile CRM application uses Connect Bridge and Connect Bridge Web service in order to connect to CRM server specified by the user To be able to connect to the Connect Bridge server a proper user name and password has to be supplied This credentials are checked by the Connect Bridge server each time the application is trying to get or submit any user data to the CRM server The application also uses the devices isolated storage to store a local database and any other files used by the Mobile CRM application Only the Mobile CRM application has access to the part of the storage where local database and any other files used by the app reside 8 Supported devices
11. Accounts Contacts ae Ge Leads detailed info Number of entities of each type List of contacts B Total Qualified m First Quarter Opportunities f Second Quarter Contacts t WW Third Quarter a Products Accounts asos opodunities Accounts m Fourth Quarter 11 1 2 Data filters CB Mobile CRM supports charts for last 5 fiscal years including current year The displayed fiscal year can be changed by selecting the requested fiscal year from the combo box Displayed data for user selected fiscal year can be further filtered by quarters Any combination of quarters of fiscal year is supported and the data displayed in each chart are filtered after each change CB Mobile CRM supports advanced filter options to filter the data displayed in the charts when the user needs to display data for a time period that is smaller than a quarter of fiscal year To enable the advanced filter options check the Advanced Filter checkbox When checked additional window with settings is displayed Advanced filter options include filtering by month by week number or by exact day e Months advanced option representing months allows the user to filter each month from the range of enabled quarters of fiscal year 2015 08 03 Page 15 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software e Week number advanced option representing week number allows the user to filter a specif
12. List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 7000 2015 08 03 Page 49 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM Letter Map Shows map To Calendar Shows agenda Cc Accounts List of accounts Subject Marketing department documents Contacts Regarding List of contacts Description Products List of products Received documents from marketing department Oia fe ayaa TE Activities List of activities El Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices app Mobile C Phone Call Map Regarding Shows map Subject Check status of delivery Calendar Shows agenda Due Date Feb 4 2015 9 50 Accounts List of accounts Duration aT Contacts Description List of contacts Check the state of the delivery Products List of products JACEE ER Activities List of activities E Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 7000 2015 08 03 Page 50 93 Connecting fey Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM gt a S Appointment Map Regarding Shows map Subject Appointment with customer order Os 687 Calendar Shows agenda S Scheduled Start Feb
13. e Only Incident cases Displays chart with number of cases for each customer created in each quarter of fiscal year e Only Leads Shows chart with number of accounts contacts and opportunity entities created by qualified leads that were created and qualified in current fiscal year The chart is divided by quarters of fiscal year e Only Opportunities Displays chart with the sum of estimated value of opportunities for each customer created in current fiscal year and divided by quarters of fiscal year e Only Orders Displays chart with sum of total value for all orders created in current fiscal year per each customer Divided by quarters of fiscal year e Only Accounts Shows chart with number of associated entities case order lead Opportunity contact created in current fiscal year from accounts or regarding accounts created in current fiscal year e Only Contacts Shows chart with number of activities E mail Task Phone Call Fax Appointment Letter created in current fiscal year regarding contacts created in current fiscal year e Any combination of two or more Shows the number of entities of each type for each quarter of fiscal year 11 2 Map page Map page contains a map with locations of all available accounts contacts and leads The user can filter the displayed entities by typing a search text into the search box under the title frame Displayed pushpins will be filtered and only pushpins containing the search str
14. has different layout according to the content of the activity The user can edit the record by modifying the content of the rows Appointment Map Regarding Shows map Subject Workshop Calendar Shows agenda Scheduled Start Feb 2 2015 9 50 Accounts List of accounts Scheduled End Feb 2 2015 12 50 Contacts E List of contacts Priority Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 2015 08 03 Page 48 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM Map Shows map To Calendar Shows agenda Cc Accounts List of accounts Subject Call the boss Contacts Regarding H TWEET List of contacts Description Products i List of products New opportunity for Sales team contact me asap Oia fe ayaa TE Activities List of activities El Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices app Mobile e Map Regarding Shows map Subject konfirm order 10 1578 Calendar Shows agenda S Due Date Feb 4 2015 12 50 Accounts List of accounts Duration aT Contacts Description List of contacts send a fax to confirm customer order number 10 1578 Products List of products JACEE ER Activities List of activities E Leads
15. host gt lt company gt when the server does not use custom port If the CRM server runs only one organization the user can simply type url with following format http s lt host gt lt port gt or http s lt host gt when the server does not use custom port The application will modify the link internally and add the common end tail XrmServices 2011 Organization svc Example https crm cn s eu 1234 CrossNationalSolutions https crm cn s eu NOTE Make sure that the CRM web service can be accessed by typing the whole url into the browser and checking that you get the correct response from your CRM server service Example https crm cn s eu 1234 CrossNationalSolutions XrmServices 2011 Organization svc https crm cn s eu XrmServices 2011 Organization svc 2015 08 03 Page 88 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software When all modifications have been finished tap on the Next button to update the CRM account When successful the user is notified by status message in the title or an error message is displayed in case a problem occurs Account Wizard Crm Login Example Viet cns com Crm Password Re Password Crm ServerUrl Example https erm cns com CBCompany f Return Demo Account can not be modified Please create new Account 11 19 Background Agent The background agent is used to enable Toast messages and update main Tile on
16. of leads Street Stefanikova 708 Opportunities List of opportunities City Kosice Quotes Country List of quotes ZIP Postal Code Invoices List of invoices Post office box 11 6 3 Create new contact To create new contact tap on the plus icon and contact detail edit page with new blank record will be displayed The user can edit the record as required 2015 08 03 Page 38 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM gt af Contact Map Customer PDV soft co Shows map Last Name Selenka Calendar Shows agenda First Name Jozef Accounts List of accounts Mobile Phone Contacts Business Phone 933771155 List of contacts 7B FE p E mail emailSelenka def com Products List of products Fax Activities List of activities Web Site Leads List of leads Street Stefanikova 708 Opportunities List of opportunities City Kosice Quotes Country List of quotes ZIP Postal Code Invoices List of invoices ia peT EE Si Post office box To save the newly created contact tap on the floppy disk image button in the title frame The contact is immediately created and stored in the local database The CRM contact is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users pr
17. specific invoice select the invoice from the list by tapping on the item The user can use filter to look for a specific invoice by typing a search string into the search box under the title frame The user can sort the list of invoices according to personal preference To sort the list choose the preferred sort type and the list will be sorted 2015 08 03 Page 66 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual BORO Mobile CRM EH Invoices af Total of 5 items Search text Products List of products Bike prices PDV soft co Go Pro camera prices Dust amp Cover Leads Micheline tires List of leads VinaTalk Opportunities CB Gateway license List of opportunities Martin Volac Activities List of activities Quotes Dal Cal license prices List of quotes Isac Selenka Invoices List of invoices Orders List of sales orders Cases List of cases Settings App settings About Mobile CRM i Invoices Total of 5 items ce Products List of products Bike prices PDV soft co Go Pro camera prices Dust amp Cover Leads CB Gateway license List of leads Activities List of activities 2015 08 03 Connecting Software 125 00 Active 25 00 Active 100 00 Active 3 00 Active 5 00 Active 125 00 Active 25 00 Active 3 00 Page 67 93 Connecting fey re Softwa Connect Bridge
18. with chart setting options will be displayed D I Mobilecrau Q lt To show or hide additional charts check or uncheck the checkbox representing the name of the chart to be displayed or hidden When charts are displayed or hidden the main chart sub page layout is modified according to the enabled chart options The charts are resized to fit the main subpage screen in order to provide best user experience 2015 08 03 Page 14 93 Connecting fey Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Each chart has several options for entities that are displayed in the chart Any combination of enabled or disabled entities is displayed in the corresponding chart The name of the chart is displayed in the title above the settings Mobile CRM e Dashboard Optional Chart Bar Chart Pipeline Chart Pie Chart Line Chart T Dash boa rd Pipeline Chart Cases O Leads Cases Cases Na Die Chart Leads Leads Leads Line Chart Opportunities Opportunities Opportunities Orders Orders Orders Fiscal Year Accounts Accounts Accounts Contacts Contacts Contacts Shows map First Quarter Second Quarter Third Quarter Shows charts Calendar Fourth Quarter Shows agenda BB Advanced Filter Accounts Number of entities of each type Number of entities for each type P Cases List of accounts First Quarter Leads Second Quarter eS m Opportunities 0 i e WW Third Quarter Orders Cases Onnortunities Accounts Fourth Quarter
19. 0 La Mani ICT Ul eege 12 10 2 Main mMenu Mem S Orde eege eege Eege 12 ER Functionality description deet EEN AER EE EE d AE EE EEN 14 11st Do ADO e BEE 14 deed ENaC SCEMI ODUOMS erortea ENOAT O 14 BS D REN 15 11 1 3 Chart filter combinations cece eter eee ee eee eee eee saeeee eee eeneeaaanaaes 16 EE Eeer 16 A Deg We D Oe EE e ue 17 Adee Ve PNG Cia E 17 DM IIS CAN EE 18 LEEND EE 18 DAS Scan Code IC Secateurs ars taser ree reis a sarap nanan aaa oe eaten aaa 21 EE EE 22 IM gee UC COUMES EE eebe 25 ILo E eene E TU TEE 27 2015 08 03 Page 2 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 5 1 a Account detail page functionality cece cece eee eeeeeeeeeaaeeeeeeeeeeeees 28 11 5 2 Account detail edit Dage REENEN EEN NENNEN ENEE 31 LDS Create NEW ACCOUN EE 31 11 6 Contacts Da EE 33 ILOT ee Lage e Me EE 34 11 6 1 a Contact detail page fupnconaltv NEEN NNN EEN EEN 35 11 6 2 Contact detail edit e LEE 38 LLO Create NEW CONTAC eege ege ENEE 38 bk Wer Oe te Te e et EE 40 er al Geelen E UN e EE SN e EEN 42 RW PRC VES Dag TEE 43 TLO CE CIC UE 44 11 8 1 a Filter data by typing a search string into the search Dos 44 11 8 1 b Filter data by tapping on the magnifying Oase ccc cece eceee eee eeeeeees 45 11 8 2 Activity detail pag EE 48 11 95 3 Create NeW eg Ke EE 52 EECHER EE 53 11 9 1 Opportunity detail page 54 LL92 Cee Mew OP DORLUMI CY EE 56 qT st WE
20. 2 2015 11 50 Accounts List of accounts Scheduled End Feb 2 2015 12 50 Contacts e List of contacts Priority Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices MobileCcRM Q lt Map Regarding Shows map Subject Workshop Calendar Shows agenda Priority SC Accounts Feb 4 2015 12 50 List of accounts Due Date Contacts List of contacts Duration Description Products List of products business meeting with Mr Mark from PDV soft company JACEE ER Activities List of activities E Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 1508 When the displayed activity has additional functionality enabled the additional functionality icon is displayed on the title frame To display the list of additional actions 2015 08 03 Page 51 93 Connecting L Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software for each activity tap on the additional actions icon A context menu appears and the user can choose the action to execute fy Mobilecrau Q lt el To save the modified data and update the CRM activity tap on the floppy disk image button in the title frame The activity is immediately modified and stored in the local database The CRM activity is updated via an update query w
21. 21 cannol connect to My CRM Server EE 93 2015 08 03 Page 4 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 1 Overview The Connect Bridge Mobile CRM application was developed to allow the users fast and easy access to Microsoft Dynamics CRM data without the need for a PC The application takes advantage of the currently available tablet devices running Android operating system 3 2 or newer This document provides a general overview of the application and its functionality The content of this user manual is subject to change by the company without notice 2 Intended audience The document is intended to provide guidance to the users on how to use the application 3 Requirements In order to be able to run the application the user needs a tablet device running Android V3 2 or newer with access to the Google Play Store There is no other specific requirement on the hardware all devices running Android operating system 3 2 or newer should be able to run the application 3 1 Minimal recommended hardware To ensure that the application runs smoothly try to use a device that meets the recommended hardware requirements Hardware Value RAM Memory 512 MB Free disk space 1 GB Display resolution 7 or bigger Processor 1 GHz 2015 08 03 Page 5 93 Connecting fey Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 4 Installation T
22. 5 INEGI G dgle Page 19 93 Connecting L Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software In order for the app to display the user s current location location service and GPS has to be used Prior to using the service user is asked for permission with an opt in message In order to display precise location of entities we suggest the user to update the latitude and longitude for each entity directly in CRM server NOTE When coordinates for the entity are not available only city and country is used to search for coordinates as there is higher probability that the Map service returns a value with coordinates When the address line would be used as well only precise address location would return geo coordinates This means that the user would have to type precise full name of the street with correct numbers in order to get result Show My Location Show All Entities Show Accounts Show Contacts Show Leads Display Route Get Directions The Map page supports additional actions as indicated by the button in the title frame To show the list of available additional actions tap on the additional actions button and a context menu will be displayed The context menu contains following items e Show My Location Display and zoom to the users current location e Show All Entities Display all available pushpins on the map e Show Accounts Display only Account pushpins on the map
23. 50 AM 12 50 PM 01 00 PM 02 00 PM 03 00 PM 04 00 PM Call the boss 2 2 2015 9 50 AM 12 50 PM Appointment with customer order Os 687 2 2 2015 11 50 AM 12 50 PM Page 24 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM CH Calendar Month i Map Shows map February 2015 Calendar Fo Shows agenda Accounts List of accounts Contacts List of contacts List of products Activities List of activities Leads List of leads G Products Opportunities List of opportunities Quotes S3 iy List of quotes Invoices List of invoices Tapping on a specific appointment in the list of appointments on Agenda view From Today view Day view or All view will open the detail about the user selected appointment Tapping on a specific day in the Week view will navigate to the Day view for the specific day and all appointments for that day are loaded as well This is due to the possibility that there may be more than one appointments on that specific day Tapping on a specific day in the Month view will navigate to the Week view where the week containing the tapped day is loaded To load data about specific day tap on the day in the Week view that was loaded 11 5 Accounts page Accounts page contains a list of available CRM accounts To display details about a specific account select the account from the list by tappi
24. AM 3 4 2015 9 50 AM Appointment with customer order128 2 2 2015 9 50 AM 4 3 2015 9 50 AM Workshop 2 2 2015 9 50 AM 2 2 2015 12 50 PM Meeting with Mr Mark D Open Open Completed Page 46 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Si L Mobile CRM lt gt Activities Total of 35 items Map Activity Shows map View Calendar Due Shows agenda All Accounts List of accounts Overdue Search text Contacts Today List of contacts Call the boss Products 2 2 2015 9 50 AM 2 5 2015 9 50 AM Tomorrow List of products H Re business trip Activities 2 4 2015 9 50 AM 2 4 2015 12 50 PM List of activities Next 7 Days Offer from the marketing department Next 30 Days 2 9 2015 9 50 AM 2 9 2015 9 50 AM Leads List of leads ay email to lawyer 2 3 2015 9 50 AM 3 4 2015 9 50 AM Next 6 Months Next 90 Days Opportunities s List of opportunities a Appointment with customer order128 2 2 2015 9 50 AM 4 3 2015 9 50 AM Next 12 Months Quotes List of quotes Workshop 2 2 2015 9 50 AM 2 2 2015 12 50 PM Completed Meeting with Mr Mark Invoices List of invoices D 2015 08 03 Page 47 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 8 2 Activity detail page Each activity detail page displays information about a specific activity type Each activity type
25. Lee e LE 58 dh Ode Lead Goral AC TE 59 11 10 2 Create new lead WEE 61 TELE ONE Dad TEE 62 TEEL AD er CCA Bee E 64 11 11 2 Create new e EE 65 ELLAINE e LEE 66 11 12 1 Invoice detail PAGE cece cece cece EEN NEEN NEE 68 e D e Create NEW INVOICE EE 69 Tido OULES EE 70 ILe COUOKS delal DAO eran aO NE EEEE 72 11 13 2 Create new e e EE 73 E E Es o e e EE 74 eee or Case detail EE 76 E 42 Create NEW e 77 11 15 Notes add notes read note NENNEN EE EEN 78 2015 08 03 Page 3 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software i I We Settings e e 79 11 16 1 General settings GESCIIPtION cece cece cece eee eee eee eee e eee eettenaneananneaaaaeaaaaags 81 1 LO BCE OMe a EE 81 WEE D AUTO Dn e 81 E Ged ge SVC SCION EE 81 Wa a Re Records per IEM EE 81 11 16 1 e Max Size of attachment jmnkb ssRRRRNEN NN NNN NENNEN ENN NNN NNN ENNEN NN 81 Dd Ode ACCOUNT WIZ ME 82 i a gd Or DE a EE 82 Bak Ga Bu Background AGENT EE 82 NK dah Delete ald E 82 11 16 2 Data settings OeerrlpEIOt senges gees ENNER ERR ERKENNEN ENEE ENER 82 Me ct e Ee ef SE 11 18 Account wizard EE ege EE SE EE NOW EE 84 a Ba IS te ACO U sace ce ete re tense noice a E teens 86 11 18 3 Modify Current ACCOUN EE 87 t9 Background Ce Eu EE 89 11 20 Synchronization TuncHonalitv cece ccceee eee eee eee esses ees aaaaeeeaaaeeeeeeeanneees 91 12 HOW e eent ege e CRIM SOV EE 92 Kate fei SIO e LL rA E EE son uaa E 93 13
26. Orders page contains information about the available CRM orders To display details about a specific order select the order from the list by tapping on the item The user can use filter to look for a specific order typing a search string into the search box under the title frame The user can sort the list of orders according to personal preference To sort the list choose the preferred sort type and the list will be sorted 2015 08 03 Page 62 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM Orders Total of 5 items Search text Products ei Oaai Platinum Oil Bottles 23 00 PDV soft co Active abies Akasa CPU cooler 120 00 List of activities VinaTalk Active Leads DAL licenses 120 00 List of leads 4 Isac Selenka Active Opportunities Desulfators KA15 K 1000 00 List of opportunities Martin Volac Active Quotes RC helicopters Trex450 25 00 List of quotes PDV soft co Active Invoices List of invoices Orders List of sales orders Cases List of cases Settings App settings About Mobile CRM Total of 5 items al Products Listof products DAL licenses 120 00 Isac Selenka Active Activities List of activities Leads List of leads 2015 08 03 Page 63 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 11 1 Order detail page The order detail pag
27. The Mobile CRM application is designed to work with tablet devices running on Android operating system version 3 2 or newer Any device running Android 3 2 or never version of Android should be able to run the application For further information about Supported devices please have a look at the detailed information provided by the company or contact support 2015 08 03 Page 7 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 9 Basic app layout This chapter describes the basic layout of the Mobile CRM app Mobile CRM app can be divided into three parts e The title frame e The main menu content e The sub page content Mobile CRM a x Calendar Agenda Map Shows map Workshop 2 2 2015 9 50 AM 12 50 PM Calendar Shows agenda Call the boss 2 2 2015 9 50 AM 12 50 PM Appointment with customer order128 2 2 2015 11 50 AM 12 50 PM Accounts List of accounts VORAS Appointment with customer order Os 687 List of contacts 2 2 2015 11 50 AM 12 50 PM Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices On the upper half of the screen is a title frame The title frame describes the name of the current page displayed and contains buttons to provide functionality associated with the displayed page fey Mobile CRM gt Accounts Total o
28. ads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices PDV soft co Info 3rd evenue Chicago 102345 987456321 isac isac com Connecting Software Mobile CRM Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads List of leads BAO RRIF LE Opportunities List of opportunities F Quotes List of quotes iii Invoices List of invoices 2015 08 03 PDV soft co Info 3rd evenue Chicago 102345 987456321 isac isac com Page 29 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM af PDV soft co Info Map Shows map 3rd evenue Calendar Shows agenda Chicago Accounts List of accounts 102345 Contacts List of contacts Products 987456321 List of products Activities List of activities isac isac com Leads List of leads Opportunities List of opportunities Quotes List of quotes SI SIUAEIEIEID Ze SIE A g Invoices List of invoices 2015 08 03 Page 30 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 5 2 Account detail edit page Account detail edit page displays information about a specific account The user can edit the record by modifying the content of the
29. age 34 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Jozef Selenka Info Map Shows map Stefanikova 708 Calendar Shows agenda y Kosice Accounts List of accounts 905 01 Contacts List of contacts Z A Products 933771155 ong List of products Activities fm List of activities 4 emailSelenka def com SS Leads List of leads Wa Opportunities List of opportunities Quotes List of quotes Invoices List of invoices To display details about any associated entity swipe to the left or to the right in the list The app is going to navigate to a new page with details about the selected item 11 6 1 a Contact detail page functionality The basic contact information displayed on the info page allow the user to execute a specific action associated with the displayed details To edit the address of the current contact select the address item from the list and tap on the pen icon in the main title frame or tap on the house icon in the list When the icon button is tapped the application navigates to contact edit detail page where the user can edit the contact details To make a phone call to the contact select the phone number from the list and tap on the telephone icon in the main title frame or tap on the telephone icon in the list When the icon button is tapped the application tries to make a phone call using Skype A message is shown to the user to co
30. agenda Accounts List of accounts Contacts 11 4 Calendar page Calendar page contains appointments assigned to the current user The user can further filter the appointments by selecting the appropriate view that contains the information the user is looking for The calendar page has several views This include e Agenda view displays all appointments that are due for today 2015 08 03 Page 22 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software e All view displays all appointments that are assigned to the current user e From Today view displays appointments assigned to the current user that are due today and later e Day view displays appointments that are due for specific day e Week view displays appointments that are due on specific week e Month view displays appointments that are due on specific month Mobile CRM i af Calendar Agenda Map Shows map Workshop 2 2 2015 9 50 AM 12 50 PM Calendar Shows agenda Call the boss 2 2 2015 9 50 AM 12 50 PM Appointment with customer order128 2 2 2015 11 50 AM 12 50 PM Appointment with customer order Os 687 2 2 2015 11 50 AM 12 50 PM Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 2015 08 03 Pag
31. al Products List of products Online Mode Wifi Only A Activities List of activities Auto Syne Enabled OEF SS Leads Sync Option All P List of leads e Records per Item 100000 Wa Opportunities Je List of opportunities s Max Size of Attachment in Kb 1000 Quotes ER List of quotes Account Wizard Open Wizard Invoices V List of invoices Theme Light Orders Map ON List of sales orders e eee Background Agent List of cases Delete Data Click to del Settings ei App settings About App description GENERAL DATA Mobile CRM Se Settings Data Products List of products ajajaj Products ON Activities List of activities Activities ON Leads e List of leads Leads ON SCH Opportunities abeng iw List of opportunities Opportunities ON E Quotes em List of quotes Quotes ON Invoices List of invoices Invoices ON Orders a List of sales orders ON Ciis Orders oN z List of cases Settings Cases ON ei App settings About App description GENERAL DATA 2015 08 03 Page 80 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 16 1 General settings description The first pivot page on the settings page is General settings where all settings regarding the application can be modified 11 16 1 a Online Mode The user can choose when the application is allowed to connect to the internet gt Always the application is allowed to
32. assword field for retyping the Crm password to make sure that the password is correct e Crm ServerUrl Url link to the CRM server s web service used to connect and communicate with the users CRM server NOTE 1 Be aware that the field is case sensitive 2 The format how to type the url If the CRM server runs more than one organization user has to specify the organization which to connect to In this case the format is as follows http s lt host gt lt port gt lt company gt or http s lt host gt lt company gt when the server does not use custom port If the CRM server runs only one organization the user can simply type url with following format http s lt host gt lt port gt or http s lt host gt when the server does not use custom port The application will modify the link internally and add the common end tail XrmServices 2011 Organization svc Example https crm cn s eu 1234 CrossNationalSolutions https crm cn s eu NOTE Make sure that the CRM web service can be accessed by typing the whole url into the browser and checking that you get the correct response from your CRM server service Example https crm cn s eu 1234 CrossNationalSolutions XrmServices 2011 Organization svc https crm cn s eu XrmServices 2011 Organization svc 2015 08 03 Page 85 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Account Wizard E
33. ation when offline mode is selected depending on the users predefined settings fy Mobile CpM Q lt 11 11 2 Create new order To create new order tap on the plus icon and order detail page with new blank record will be displayed The user can edit the record as required 2015 08 03 Page 65 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Products List of products ene S t Activities ustomer Isac Selenka ist of activities Name DAL licenses Leads List of leads Currency EURO Opportunities Price List List of opportunities TotalAmount 120 00 Quotes List of quotes Discount 0 00 Invoices Discount 0 00 List of invoices Freight 120 00 Orders List of sales orders Street Pham Hung List of cases City Hong Kong Settings App settings Country China ZIP Postal Code 11125 To save the newly created order tap on the floppy disk image button in the title frame The order is immediately created and stored in the local database The CRM order is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings D I Mobilecreu Q lt 11 12 Invoices page Invoices page contains information about the available CRM invoices To display details about a
34. ces amp Some of the pages display the total number of entities stored and synchronized in the local DB Usually the page contains list of entities for the user to choose from Mobile CRM Accounts ra Total of 5 items 2015 08 03 Page 9 93 Connecting L Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software First time run When the application is run for the first time local database is created in the applications isolated storage and demo data are loaded into the database With the demo data loaded into the local database the user can try out the functionality of the application before the first connection to the users CRM server is attempted After the local database was created and demo data loaded into the database a message box with short notice about the executed action is displayed to the user The application is run for the first time demo data were loaded To connect to your CRM go to settings and clear DB first Tap on the Install certificate button to install necessary certificate files and start Account Wizard by tapping on the button OK 10 Look amp feel 10 1 Themes The user can also choose from two application themes e Dark theme e Light theme 2015 08 03 Page 10 93 Connect Bridge Mobile CRM Android Tablet User Manual application has to be restarted in order to apply the settings Connecting Software The themes can be changed b
35. chronization when offline mode is selected depending on the users predefined settings D I Mobilecrem lt 11 14 2 Create new case To create new case tap on the plus icon and case detail page with new blank record will be displayed The user can edit the record as required 2015 08 03 Page 77 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software MobileCcRM Q lt Products List of products 3 Title Chain too tight EE PDV soft co ist of activities Subject ist of leads Priority Normal Opportunities Eeer Satisfaction Dissatisfied Status Reason In Progress Quotes List of quotes BOHDOR Invoices List of invoices Orders List of sales orders e e Settings App settings About App description ojo To save the newly created case tap on the floppy disk image button in the title frame The case is immediately created and stored in the local database The CRM case is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings D I Mobile HM Q lt 11 15 Notes add notes read notes The user is able to view and add notes to the entities to provide additional description To show a list of user created notes about a specific entity navigate to
36. connect to the internet always when Wi Fi or 3G connection is available gt Wi Fi only the application is allowed to connect to the internet only when Wi Fi connection is available gt Never the application is not allowed to connect to the internet any attempt to start synchronization process manually will display error message informing the user about the online mode restriction 11 16 1 b Auto Sync The user can choose when to process the synchronization or submit queries directly to the CRM server To enable auto sync tap on the enable auto sync button After auto sync is enabled the user can choose the preferred auto sync mode gt On start the synchronization is executed only when the application starts gt On change the synchronization and submitted queries are executed when any entity is successfully modified by the user modified and saved 11 16 1 c Sync Option User is able to choose what kind of data to download during synchronization process gt My data download and synchronize only data owned by the user gt All download and synchronize all data can cause slow and long synchronization process times because of the huge amount of data this is not recommended 11 16 1 d Records per item Option to restrict the number of items to download for each entity for example only 100 items of each type 11 16 1 e Max Size of attachment in Kb Option to restrict the size of attachment that is downloade
37. cting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 20 Synchronization functionality To synchronize data between the application and CRM server the user has to tap on the synchronization icon in the apps main menu fey Mobile CRM Accounts Total of 5 items When taped on the synchronization icon the synchronization process starts During synchronization the icon animation is played The icon is spinning around to identify the process of synchronization as running The user is also informed about the current status of the synchronization The currently synchronized item is listed in the title bar with the info about the number of records that are being synchronized Before the application starts the synchronization process itself application settings regarding synchronization available connection local database schema and available disk space is checked It is required to have at least 256Mb of free space available before the synchronization operation is allowed to start When not enough disk space is available or any other problem preventing the application from starting the synchronization process appears user defined settings do not match a warning message is displayed to the user The synchronization process may take extended period of time several minutes depending on the amount of data to be synchronized and speed of the internet connection The amount of data to synchron
38. d to the device Attachments are not available yet 2015 08 03 Page 81 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 16 1 f Account wizard Option to manage user account Description of the functionality is described in separate chapter later in this document 11 16 1 g Theme Option to choose a user preferred theme Mobile CRM supports both dark and light theme The user has to restart the application in order to apply the new theme gt Dark displays the dark theme This theme is set as default as dark background saves the devices energy and allows the user to use the application for extended period of time gt Light displays the light theme Light theme causes higher energy consumption on the device 11 16 1 h Background Agent Option to enable or disable background agent used to periodically update the tile and show Toast message with information about number of appointments that are scheduled to start within 30 minutes from the time the toast message was displayed 11 16 1 i Delete Data Option Delete Data button is used to clear all data from the local database only This functionality is available to remove demo data from the local database before the user starts the synchronization process 11 16 2 Data settings description The second pivot page is Data settings page where the user can choose what kind of data entities to display in the apps mai
39. during the account verification the user is notified by error message 11 18 3 Modify Current Account To modify the current account tap on the Modify Current Account button The details about the default currently used CRM account are loaded into the fields to display the currently stored values Only Password and Re Password fields are not loaded for obvious reasons The user is requested to retype the password to make sure no unauthorized user is trying to modify the current CRM account e Crm Login Login name used to log into the users Dynamics CRM server NOTE If the domain name is also required to login to your CRM server add the domain name together with login name EXAMPLE user domain 2015 08 03 Page 87 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software domain user etc e Crm Password Password used to login to the users CRM server e Re Password field for retyping the Crm password to make sure that the password is correct e Crm ServerUrl Url link to the CRM server s web service used to connect and communicate with the users CRM server NOTE 1 Be aware that the field is case sensitive 2 The format how to type the url If the CRM server runs more than one organization user has to specify the organization which to connect to In this case the format is as follows http s lt host gt lt port gt lt company gt or http s lt
40. e 23 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual JAOAOORGEF ER Mobile CRM Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices a Calendar All Workshop 2 2 2015 9 50 AM 12 50 PM Call the boss 2 2 2015 9 50 AM 12 50 PM Appointment with customer order128 2 2 2015 11 50 AM 12 50 PM Appointment with customer order Os 687 2 2 2015 11 50 AM 12 50 PM Weekly meeting 2 3 2015 9 50 AM 1 50 PM email to lawyer 2 3 2015 9 50 AM 9 50 AM Weekly task 2 3 2015 9 50 AM 1 50PM Fix issue 157 2 3 2015 9 50 AM 9 50 AM Meeting with Mr Mark 2 4 2015 9 50 AM 12 50 PM Service activity 2 4 2015 9 50 AM 12 50 PM Connecting Software JARDA ORGEF ER Mobile C Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 2015 08 03 Calendar Day 06 00 AM 07 00 AM 08 00 AM 09 00 AM 10 00 AM Workshop 2 2 2015 9 50 AM 12 50 PM 11 00 AM 12 00 PM Appointment with customer order128 2 2 2015 11
41. e CRM Activities List of activities Developed by Connecting Software Leads List of leads ez www connecting software com Opportunities SS support connecting software com List of opportunities Contact Uppori connecting sonw O Privacy Policy Quotes Birol gugma CB MobileCRM uses the LocationService for the Map functionality in order to display current location of the user device Accounts Contacts or any records that require GPS coordinates The current user position is used only in connection with your Microsoft Dynamics CRM data MobileCRM does not store or send the data to any other service than the Microsoft Dynamics CRM Invoices List of invoices Disclaimer Itis recommended to use WIFI connection when synchronizing data as large quantities of data are transferred between your Microsoft Dynamics CRM server and MobileCRM depending on the amount of records to be synchronized The amount of records may be modified on the Settings page When Orders synchronizing data without WIFI connection 3G 4G EDGE GPRS etc additional charges may apply depending on connectivity used to acquire data List of sales orders Cases List of cases Settings App settings About App description o ofelolojofelajalel 11 18 Account wizard page The account wizard page is used to manage user account used for communication with Connect Bridge server and the users Dynamics CRM server This process requires active connection to th
42. e chart only allows to display results for Leads Leads Displays chart with total number of leads created in current fiscal year Displays number of qualified leads from the total number of created leads number of opportunities contacts accounts and contacts created from total number of qualified leads from currently selected fiscal year 11 1 3 c Pie chart Pie chart allows following combinations of enabled entities Only Incident cases Displays chart with number of cases for each customer created in currently selected range of quarters of fiscal year Only Leads Displays chart with estimated value per lead created in currently selected range of quarters of fiscal year Only Opportunities Displays chart with estimated value per opportunity created in currently selected range of quarters of fiscal year Only Orders Displays chart with total amount per order created in currently selected range of quarters of fiscal year Only Accounts Displays chart with number of accounts created in each quarter of fiscal year Only Contacts Display chart with number of contacts created in each quarter of fiscal year Any combination of two or more Shows the number of entities of each type for selected range of fiscal year 2015 08 03 Page 17 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 1 3 d Line chart Line chart allows following combinations of enabled entities
43. e displays detailed information about the selected order Depending on the access rights of the user the user is allowed or prohibited to edit the order Not yet available Mobile CRM Products List of products bit Cust Activities ustomer Isac Selenka List of activities Name DAL licenses Leads List of leads Currency EURO Opportunities Price List List of opportunities TotalAmount 120 00 Quotes List of quotes Discount 0 00 Invoices Discount 0 00 ial Lem EISE D OG List of invoices Freight 120 00 Orders List of sales orders Cases Street Pham Hung List of cases City Hong Kong Settings App settings Country China About ZIP PostalCode 11125 To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute Di Mobilecreu Q lt 2015 08 03 Page 64 93 Connecting L Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Pick Action Get Products Fulfilled Complete Fulfilled Partial No Money To save the modified data and update the CRM order tap on the floppy disk image button in the title frame The order is immediately modified and stored in the local database The CRM order is updated via an update query when online mode is selected Or an update query is stored in the local database and prepared to be executed during the synchroniz
44. e internet The page allows following operations 2015 08 03 Page 83 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM Before continuing any further please make sure that your device is connected to internet or you will not be able to finish this wizard successfully New Account Existing Account Modify Current Account 11 18 1 Create new account To create a new user account tap on the Create new account button Fill in the required fields and tap on Next button If the user needs help tap on the info icon and web browser with step by step guide on how to create new account is displayed e Email field email address of the user that will be used to contact and identify the true identity of the user in case it will be necessary Lock the account to prevent any harm when user has lost the device e Crm Login Login name used to log into the users Dynamics CRM server We suggest the user to type in also the domain The login name has to be type in the Same way as the CRM server requires NOTE If the domain name is also required to login to your CRM server add the domain name together with login name EXAMPLE user domain domain user Etc e Crm Password Password used to login to the users CRM server 2015 08 03 Page 84 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software e Re P
45. edefined settings fy Mobile HM Q lt 2015 08 03 Page 39 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 7 Products page Products page contains information about the available CRM products To display details about a specific product select the product from the list by tapping on the item The user can use filter to look for a specific product by typing a search string into the search box under the title frame The user can sort the list of products according to personal preference To sort the list choose the preferred sort type and the list will be sorted Mobile CRM 1A Products Total of 5 items Map Search text omg HC_product1 25 00 mn Calendar HON KOW Shows agenda HC_product2 35 00 Accounts e List of accounts HC_product3 2225 00 HC03 Contacts List of contacts HC_product4 K 340 00 HC_pd1 HC_product5 400 00 HC_KRKO7 Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 2015 08 03 Page 40 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM i Products Total of 5 items 1 HC_product1 Calendar Hu HOW Shows agenda Map Shows map Accounts List of accounts Contacts List of contacts 11 7 1 Product detai
46. ely modified and stored in the local database The CRM quote is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings H 11 13 2 Create new quote To create new quote tap on the plus icon and order detail page with new blank record will be displayed The user can edit the record as required 2015 08 03 Page 73 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software MobileCRM Q lt Products List of products Activities Customer PDV soft co ist of activities Name Helmet quote pink 25 Leads List of leads Currency EURO Opportunities Price List Wholesale List of opportunities TotalAmount E 505 00 Quotes List of quotes Discount 10 00 Invoices Discount 0 00 List of invoices Freight 505 00 Orders List of sales orders Cases Street 3rd evenue List of cases City New York Settings App settings Country US About ZIP PostalCode 11125 To save the newly created quote tap on the floppy disk image button in the title frame The quote is immediately created and stored in the local database The CRM quote is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchroniza
47. endar Accounts Contacts Opportunities Quotes Invoices Orders Cases Connecting Software Products Activities Leads Opportunities Quotes Invoices Orders Cases Main menu User specified order Scan Code Products Leads Activities Page 13 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 Functionality description 11 1 Dashboard Dashboard page contains four kinds of charts with data for specific fiscal year The displayed chars can be modified in the chart settings by changing the setting options The default chart is column chart this chart cannot be hidden Three optional charts are pie chart pipeline chart horizontal bars and line chart fe Mobile CRM DENIK DEaleleLice Number of entities of each type Number of entities for each type ag Shows charts Cases aa vars First Quarter css Leads S Map Second Quarter ew m Opportunities m Third Quarter I Orders Shows map Fourth Quarter Accounts Contacts Calendar Shows agenda Leads detailed info Number of entities of each type Accounts adl List of accounts Qualified m First Quarter Opportunities m Second Quarter 4 m Third Quarter Contacts m Fourth Quarter Contacts Q List of contacts OG Heng ds 2 25 3 35 A AS 5 Products 11 1 1 Chart setting options To show or hide the list of available chart options tap on the additional actions button and a window
48. f 5 items If a sub page is able to navigate backwards a back button is visible on the left side of the title frame To navigate back to the previous page tap on the back button icon or the back button on the device fy Mobilecrem Q lt eS 2015 08 03 Page 8 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software When the displayed page has an action that can be executed by the user for example Save functionality the action button is visible on the right side of the title frame L Mobile CRM When the displayed page has an action that can be executed by the user and also has additional functionality available the additional actions button is visible next to the action button To display the list of available actions tap on the additional actions button D I Mobiecm lt Lead RM The content of the displayed page is visible under the title frame Mobile CRM ee Accounts Total of 5 items Map Search text Shows map PDV soft co 3rd evenue 102345 Calendar Shows agenda Dust amp Cover Stefanikova Kosice Accounts List of accounts VinaTalk Park evenue 87 New York Contacts Martin Volac List of contacts Grunstrasse 12 102345 Vienna Isac Selenka Products Holeho 124 Bratislava List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoi
49. fe Connecting Software Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Summary This document describes the Google Play store app Mobile CRM its functionality and features available The document is intended for end users as user manual to provide basic knowledge about the app and its usage Document History Version Date Author Changes 1 0 2015 01 30 MPH Initial document creation 2 0 2015 08 03 MBE Design adaption All rights reserved No part of the document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the written permission of Connecting Software s r o amp Co KG Company or product names mentioned in this document may be trademarks or registered trademarks of their respective companies Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Table of Contents Re 5 A IM St eG aud IN CO oo cree nines ines cece uasaneaess oat eouee wosee oaeieaeemamen eecceneuine nee ceeesceeramncateces 5 Cece gap Ee 5 3 1 Minimal recommended bardware NNN RENE ENEE ERR ERNEN ENN NNN ANNE ENN ENER NENNEN NEE 5 A UE e EE 6 5 Updating Ne ap EE 6 6 Memory and disk space regulremente 6 en S E 7 Z 1 ADP EE 7 7 1 1 What is application SANGD OX EE 7 7 2 Web EE EEN SEET 7 EE eegen e E he EE 7 o Supported Ee Ee EE 7 OBIE aD Day OU EE 8 Pirot OME ln EE 10 LO EOOK C EE 10 LOSE e nn EE 1
50. hen online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings fy Mobilecreu Q lt 11 8 3 Create new activity To create new activity tap on the plus icon and a context menu with possible options will be displayed Choose the type of activity to be created by tapping on the activity name When tapped on the activity name the specific type activity detail page with new blank record will be displayed The user can edit the record as required Appointment Email Fax Letter Phone Call S Appointment Task 2015 08 03 Page 52 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software To save the newly created activity tap on the floppy disk image button in the title frame The activity is immediately created and stored in the local database The CRM activity is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings fy Mobile HM Q lt 11 9 Opportunities page Opportunities page contains information about the available CRM opportunities To display details about a specific opportunity select the opportunity from the list by tapping on the item
51. http 77 48 228 231 60127 DudeCorp https www dudecomporation com 60127 DudeCorp 3 Prepare the Login name and password used by the user to connect to the CRM server When the steps 1 3 are done open the application settings page and scroll down to Account Wizard button and start the wizard Tap on the New Account button and follow the procedure to create new account 2015 08 03 Page 92 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 13 Troubleshooting 13 1 I cannot connect to my CRM server This problem may be caused by several reasons To identify and resolve this problem follow this steps 1 Check if the CRM server service is up and running by opening the URL in the web browser When server service is running a window is displayed with information about the web service When server service is not running an error is displayed In this case contact your administrator to enable the CRM server service 2 Check if the CRM server service is publicly accessible try to open the URL from different network not the local network in company For example using the mobile operators 3G connection When server service info is displayed service is publicly visible When no info are displayed contact your administrator to enable and make the CRM server service publicly visible Check user Login name and Password Check the CRM Account details in the Account Wizard and
52. ic week from the range of weeks for enabled range of quarters of fiscal year e Day advanced option representing filter of exact day of current fiscal year f amp Mobile CRM CS Dashboard Optional Chart Bar Chart Pipeline Chart Pie Chart Line Chart WS DENAI Pipeline Chart Cases Leads Cases Cases ES Die Chart Leads Leads Leads Line Chart Opportunities Opportunities Opportunities Orders Orders Orders SSO Fiscal Year Accounts Accounts Accounts M a p 2013 v Contacts Contacts Contacts Shows map First Quarter Second Quarter Third Quarter E lenda r Fourth Quarter E By Month amp By Week EX By Day Nov Wednesday wW Shows charts Accounts Number of entities of each type Number of entities for each type k Cases List of accounts First Quarter Leads Second Quarter oo m Opportunities i s i i WW Third Quarter 1 Orders Cases Onnortunities Accounts I Fourth Quarter Accounts As Contacts Leads detailed info Number of entities of each type List of contacts s Total Qualified l m First Quarter Opportunities Second Quarter Contacts t WW Third Quarter g f Products Accounts ases ities Accounts m Fourth Quarter 11 1 3 Chart filter combinations CB Mobile CRM allows the user to filter the displayed entities for each of the charts to view the results in different kinds of chart Currently the app allows following entities e Incident cases e Leads e Opportunities e Orders e Accounts e Contacts
53. ing will be displayed 2015 08 03 Page 18 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User D Mobile CRM A G S Map Shows map d Sr a MES Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices BRAODHHORGE A Ra Satelite Northwestern Passages Hudson Bay Gulf of Mexico Caribbean Sea Nicaraqua Puerto Rico Greenland North Atlantic Ocean Manual Iceland Connecting Software Norwegian Sea Sweden e Finland United a Kingdom Ireland d Poland gt Germany Ukraine France y a an Spain Portugal Tunisia d Morocco Se E Algeria J Libya Egypt Western SS Sahara Mali Niger 4 Chad 2015 Google Map data 2015 INEGI Google a a d Mauritania 7 Sudan SCH Burkina O Mobile CRM Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices ooo 2015 08 03 rm Ld Map e a 2015 Google Imagery 2015 NASA TerraMetrics Map data 201
54. is selected Or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings Di Mobilecrau Q lt 11 10 2 Create new lead To create new lead tap on the plus icon and lead detail page with new blank record will be displayed The user can edit the record as required 2015 08 03 Page 61 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software MobileCRM Q lt Map Sh i i Shows map Topic Mailed interest on DAL CAL Calendar Shows agenda Company Name Seta Soft Last Name Pham Accounts List of accounts First Name Hung Contacts E mail phamhung seta com List of contacts Mobile Phone 456823028 Products og List of products Business Phone Activities Rating List of activities Job title Web site Opportunities List of opportunities Quotes List of quotes Invoices List of invoices To save the newly created lead tap on the floppy disk image button in the title frame The lead is immediately created and stored in the local database The CRM lead is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings fy Mobile HM Q lt 11 11 Orders page
55. ive 1230 00 Active 50 00 Active 984 00 Active 505 00 Active 235 00 Active 50 00 Page 71 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 13 1 Quote detail page The quote detail page displays detailed information about the selected quote The user can edit the record by modifying the content of the fields as required Products List of products scaig Cust Activities ustomer PDV soft co List of activities Name Helmet quote pink 25 Leads List of leads Currency EURO Opportunities Price List Wholesale List of opportunities TotalAmount E 505 00 Quotes List of quotes Discount 10 00 a Invoices Discount 0 00 List of invoices Freight 505 00 Orders List of sales orders Cases Street 3rd evenue List of cases City New York Settings App settings Country US EN E H D El About ZIP Postal Code 11125 To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute Di Mobilecreu Q lt 2015 08 03 Page 72 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Get Products Activate Quote To save the modified data and update the CRM quote tap on the floppy disk image button in the title frame The quote is immediat
56. ize can be modified by the user in the settings page During the synchronization process the app response may be slower due to the heavy data processing that the synchronization process requires It is recommended to do the synchronization process when the user is not using the device Important note To assure a successful synchronization do not lock the screen prevent the device to lock the screen as well or put the device to sleep until the synchronization animation has stopped 2015 08 03 Page 91 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 12 How to connect to CRM server In order to be able to connect to a CRM server the user has to check if following conditions are met 1 Contact your administrator and check if the CRM server has a publicly visible and running CRM server service The application is connecting to this service to get data from CRM server 2 Get the URL path to the CRM server service including the company identification Crm ServerUrl Url link to the CRM server s web service used to connect and communicate with the users CRM server NOTE 1 Be aware that the field is case sensitive 2 The format how to type the url http s lt host gt lt port gt lt company gt the application will modify the link internally and add the common end tail XrmServices 2011 Organization svc Example https crm cn s eu 1234 CrossNationalSolutions
57. ka Info Map Shows map Stefanikova 708 Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products 933771155 List of products Activities List of activities emailSelenka def com Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices Ee Lem EISE iid CE A amp 2015 08 03 Page 37 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 6 2 Contact detail edit page Contact detail edit page displays information about a specific contact The user can edit the record by modifying the content of the rows To save the modified data and update the CRM contact tap on the floppy disk image button in the title frame The contact is immediately modified and stored in the local database The CRM contact is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings Mobile CRM e D Contact Map Customer PDV soft co N Shows map Last Name Selenka Calendar Shows agenda First Name Jozef Accounts List of accounts Mobile Phone Contacts Business Phone 933771155 List of contacts E mail emailSelenka def com Products List of products Fax Activities ist of activities Web Site Leads List
58. l page The product detail page displays detailed information about the selected product By default the user is allowed only to view the product details To save the changes made to the product tap on the floppy disk icon The product is immediately modified and stored in the local database The CRM product is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings 2015 08 03 Page 41 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM gt A HC_product1 Map Name t Shows map Product ID Calendar Shows agenda Product type Accounts List of accounts Standard costs Contacts List price List of contacts Quantity on hand Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 11 7 2 Create new product To create new product tap on the plus icon and product detail page with new blank record will be displayed The user can edit the record as required Currently not available 2015 08 03 Page 42 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM gt A HC_product1 Name Sho
59. mail Example vinapuk gmail com Crm Login Example Viet cns com Crm Password Re Password CrmServerUrl Example https crm cns com CBCompany When tapped on Next button an account will be created in the Connect Bridge server for the user and a summary is displayed When any error occurs during creating the users account user is notified by a warning message 11 18 2 Existing account To use an already existing CRM account associated with the existing CB account the user can use the Existing account button When tapped the user is requested to fill in missing details that will be used to identify and verify the account e CRM Login Login name used to log into the users Dynamics CRM server We suggest the user to type in also the domain The login name has to be type in the Same way as the CRM server requires e Password the password used to log into the Connect Bridge account e Re Password field for retyping the Connect Bridge account password to make Sure that the password is correct 2015 08 03 Page 86 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Account Wizard Crm Login Example Viet cns com Crm Password Re Password When all fields are filled tap on the Next button to verify the account and user credentials of the user When successfully verified the user account is set as default account currently used account When any error occurs
60. modify the opportunity by changing the data in the specific fields 2015 08 03 Page 54 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM a Opportunity Info Map Sh i S ows map Topic 1 0 Dal licenses Calendar Customer Isac Selenka Shows agenda Accounts Currency EURO List of accounts Price List Wholesale Contacts List of contacts Revenue System Calculated Products Est Revenue 235 00 List of products S Rating Warm Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute L Mobile CRM 2015 08 03 Page 55 93 Connecting L Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Pick Action Won Close Canceled Close Out Sold To save the modified data and update the CRM opportunity tap on the floppy disk image button in the title frame The opportunity is immediately modified and stored in the local database The CRM opportunity is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected de
61. ms Map Search text Sh ma SE E Jozef Selenka emailSelenka def co Calendar ged LEE Sh d ows agenda Otakar Zeleny zeleny def com Accounts ga List of accounts Jozef Rybarik Rybarik contoso com Contacts List of contacts Stanislav Branko branko contoso com Products List of products Jozef Hrubsa SECH emailHrubsa Hrubsa com Activities List of activities Martin Hadaka emailHadaka def com Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 75 OHHORGOF ER 2015 08 03 Page 33 93 Connecting Software Connect Bridge f2 Mobile CRM Map Shows map ES Calendar KOW Shows agenda Accounts List of accounts Mobile CRM Android Tablet User Manual CH Contacts Total of 6 items S Jozef Selenka Stanislav Branko Jozef Hrubsa 11 6 1 Contact detail page Connecting Software emailSelenka def com branko contoso com Contact detail page contains information about a specific contact The basic information about the contact displayed on the info page are contact address contact phone number and contact email The contact detail page also contains data about entities that are associated with currently displayed contact Each entity type has its own pivot page with the list of associated entities Currently Mobile CRM shows associated contacts emails phone calls tasks faxes letters and appointments 2015 08 03 P
62. n menu List of available data settings e Products user is able to hide or display the Product entity from the main menu e Activities user is able to hide or display the Activities entity from the main menu e Opportunities user is able to hide or display the Opportunities entity from the main menu e Invoices user is able to hide or display the Invoices entity from the main menu e Quotes user is able to hide or display the Quotes entity from the main menu e Orders user is able to hide or display the Orders entity from the main menu e Cases user is able to hide or display the Cases Incident entity from the main menu e Leads user is able to hide or display the Leads entity from the main menu 2015 08 03 Page 82 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 17 About page The about page contains information about the application The information contain the current application version contact email and company logos The user can contact the support from the about page by tapping the envelope in the title frame When the envelope button is tapped the user has to choose what email account to use in order to send the email When appropriate email account is selected email editor page is opened and the user can type the content of the email to be sent to the support MobileCRM gt Products Version List of products Connect Bridge Mobil
63. nfirm the selected action When the user confirms the action a phone call is initiated To send email to the contact select the email address from the list and tap on the envelope icon in the main title frame or tap on the envelope in the list When the icon button is tapped default email editor is opened and the user can type the email content 2015 08 03 Page 35 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices Jozef Selenka Info Stefanikova 708 Kosice 905 01 933771155 emailSelenka def com Connecting Software Mobile CRM Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts B ejaj ER Products List of products Activities List of activities Leads List of leads ajaja Opportunities List of opportunities F Quotes List of quotes fa Invoices List of invoices 2015 08 03 Jozef Selenka Info Stefanikova 708 Kosice 905 01 933771155 emailSelenka def com Page 36 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM af Jozef Selen
64. ng on the item The user can use filter to look for a specific account by typing a search string into the search box under the title frame The user can sort the list of accounts according to personal preference To sort the list choose the preferred sort type and the list will be sorted 2015 08 03 Page 25 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software PA Mobile CRM Accounts Total of 5 items Map Search text Shows map PDV soft co 3rd evenue 102345 Chicago Calendar g Shows agenda Dust amp Cover Stefanikova Kosice Accounts VinaTalk Park evenue 87 New York List of accounts Contacts Martin Volac List of contacts Grunstrasse 12 102345 Ste Isac Selenka Products Holeho 124 Bratislava List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices A B Mobile CRM Accounts Total of 5 items Map p Shows map PDV soft co 3rd evenue 102345 Chicago Calendar g Shows agenda Accounts List of accounts 2015 08 03 Page 26 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 5 1 Account detail page Account detail page contains information about a specific account The basic account information displayed on the info page are account address account phone number and accoun
65. o install the app visit Google Play store and start typing the app name After a search box with the typed in text appears tap on the search button In the list of apps find the CB Mobile CRM app and tap on the app to view the details Tap on the install button from the menu The app is going to be downloaded and installed into the device 5 Updating the app In order to be able to update the app the app has to be installed on the device already The Google Play store will inform the user about available update for the CB Mobile CRM application The update is managed by the Google Play store and should start automatically when the user enabled this functionality or manually when the user chooses to update the app from the store 6 Memory and disk space requirements Mobile CRM app uses a local database file stored in the devices internal storage To ensure all data are successfully stored into the database file during synchronization operation the device must have enough free space It is recommended to have at least 512 Mb of disk space available on the device The application uses a small amount of the devices memory to store the currently displayed data and images during the application run It is recommended to have at least 512 Mb of memory available on the device to provide smooth application run 2015 08 03 Page 6 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 7 Security
66. ounts Fax Contacts Web Site List of contacts Products List of products Street 3rd evenue Activities City Chicago List of activities Country Leads List of leads ZIP Postal Code 102345 Opportunities S SS Post office box List of opportunities Quotes Province List of quotes Invoices List of invoices To save the newly created account tap on the floppy disk image button in the title frame The account is immediately created and stored in the local database The CRM account is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings fy Mobile HM Q lt 2015 08 03 Page 32 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 6 Contacts page Contacts page contains information about the available CRM contacts To display details about a specific contact select the contact from the list by tapping on the item The user can use filter to look for a specific contact by typing a search string into the search box under the title frame A search box appears and the user can type in the search string The user can sort the list of contacts according to personal preference To sort the list choose the preferred sort type and the list will be sorted MobileCRM 3 Ge Total of 6 ite
67. pending on the users predefined settings Di Mobilecrau Q lt 11 9 2 Create new opportunity To create new opportunity tap on the plus icon and opportunity detail page with new blank record will be displayed The user can edit the record as required 2015 08 03 Page 56 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM a Opportunity Info Map Shows ma S 2 j Topic 10 Dal licenses Calendar Customer Isac Selenka Shows agenda Accounts Currency EURO List of accounts Price List Wholesale Contacts List of contacts Revenue System Calculated Products Est Revenue 235 00 List of products S Rating Warm Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices To save the newly created opportunity tap on the floppy disk image button in the title frame The record is immediately created and stored in the local database The CRM Opportunity is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings D I Mobilecrem CG lt 2015 08 03 Page 57 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software
68. plication pages The list of available entity pages can be modified on the settings page by choosing the type of entities that the user wants to see on the menu Some of the pages are displayed by default and cannot be hidden by the user To navigate to a specific page tap on the page name in the list of pages Pages displayed by default e Dashboard e Map e Scan Code e Calendar e Contacts e Accounts e Settings e About 10 2 Main menu Items order The user is able to change the default order of the items displayed on the main menu to fit personal preference To change the order of the items go to Settings On the page tap on the Reorder items button After tapping on the button a page where the reordering is done appears The user has to specify the preferred order for all of the items and then confirm the setup by tapping on OK button 2015 08 03 Page 12 93 Connecting Lay Cn tt DR eat nn gt oTtware Connect Bridge Mobile CRM Android Tablet User Manual List of quotes Invoices List of invoices Orders List of sales orders Cases List of cases About App description List of quotes Invoices List of invoices Orders List of sales orders Cases List of cases About App description 2015 08 03 Sync Option Max Size of Attachment in Kb All v Account Wizard Theme Map and Location Ser On Background Agent Off w Delete Data Default order Dashboard WET Cal
69. r the title frame 11 8 1 a Filter data by typing a search string into the search box When filtering data using this option type in a search string into the search box under the title menu The list of activities is filtered and only activities that match with the search string appear 2015 08 03 Page 44 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Activities Map Shows map ay Offer from the marketing department Calendar 2 9 2015 9 50 AM 2 9 2015 9 50 AM O Sow agende Check status of delivery EE 2 3 2015 9 50 AM 2 4 2015 9 50 AM List of accounts 11 8 1 b Filter data by tapping on the magnifying glass When filtering data using this option tap on the magnifying glass icon A context menu with search condition appears and the user can choose what type of activity to display as well as set the due date condition for the activities To apply the selected search condition tap on the Filter button When tapped the list of activities is filtered and only activities that match with the search condition appear When the filtered activities contain too many data the user can narrow down the list by additional filtering of the records by using the magnifying glass filter method 2015 08 03 Page 45 93 Connecting Software Mobile CRM Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products List of produc
70. rows To save the modified data and update the CRM account tap on the floppy disk image button in the title frame The account is immediately modified and stored in the local database The CRM account is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings MobileCcRM Q lt Account Account Name bw soft co N Shows map E mail isac isac com Calendar Shows agenda Main Phone 987456321 Accounts Fax Contacts Web Site List of contacts Products List of products Street 3rd evenue Activities City Chicago ist of activities Country Leads List of leads ZIP Postal Code 102345 Opportunities S Ss Post office box List of opportunities Quotes Province List of quotes Invoices List of invoices 11 5 3 Create new account To create new account tap on the plus icon in the application title in the list of available accounts page and account detail edit page with new blank record will be displayed The user can edit the record as required 2015 08 03 Page 31 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM GC a Account Map Account Name PDV soft co Shows map E mail isac isac com Calendar Shows agenda Main Phone 987456321 Accounts List of acc
71. t email The account detail page also contains data about entities that are associated with currently displayed account Each entity type has its own pivot page with the list of associated entities Currently Mobile CRM shows associated contacts emails phone calls tasks faxes letters and appointments Mobile CRM e PDV soft co Info hex Map K Shows map 3rd evenue e Di a Calendar Shows agenda a P Chicago a Accounts List of accounts 102345 Contacts List of contacts Products 987456321 List of products Activities List of activities e 2 isac isac com Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices S Se List of invoices To display details about any associated entity swipe to the left or to the right in the list The app is going to navigate to a new page with details about the selected item 2015 08 03 Page 27 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM PDV soft co Contacts Map K Si S ieee ass Search text Calendar Jozef Selenka 9 shit Shows agenda emailSelenka def com Accounts List of accounts Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities E Contacts as List of contacts E WM Quotes List of quotes Invoices List of invoices 11 5 1 a Acco
72. tails about a specific activity select the activity from the list by tapping on the item Mobile CRM Se Activities Total of 35 items Map Search text Shows map a Call the boss Calendar 2 2 2015 9 50 AM 2 5 2015 9 50 AM Completed Shows agenda ay Re business trip Accounts 2 4 2015 9 50 AM 2 4 2015 12 50 PM Open List of accounts Offer from the marketing department 2 9 2015 9 50 AM 2 9 2015 9 50 AM Open Contacts List of contacts email to lawyer 2 3 2015 9 50 AM 3 4 2015 9 50 AM Open Products 3 List of products Appointment with customer order128 2 2 2015 9 50 AM 4 3 2015 9 50 AM Open Activities List of activities Workshop 2 2 2015 9 50 AM 2 2 2015 12 50 PM Completed Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices Meeting with Mr Mark 2 4 2015 9 50 AM 2 4 2015 12 50 PM Weekly meeting 2 3 2015 9 50 AM 2 3 2015 1 50 PM email to lawyer 2 3 2015 9 50 AM 2 4 2015 9 50 AM Appointment with customer order128 Open Open Open EIEIEIEIEIR List of invoices 2 2 2015 11 50 AM 2 2 2015 12 50 PM Open 11 8 1 Activity filter Mobile CRM application supports filtering of activities to help the user identify and search for specific activities in the list There are two possibilities for the user to filter the data e Filter data by tapping on the magnifying glass e Filter data by typing a search string into the search box unde
73. the entity by selecting the specific entity from the list Open the details about the entity and select the notes tab When any notes about the specific entity exist a list of all notes is displayed To add a new note to a specific entity tap on the plus icon in the title frame of the entity A popup page is displayed and the user can type in the note regarding the current entity When finished typing tap on OK button The note is immediately added to the entity and stored in the local database The CRM note is added via an insert query when online mode is selected or an insert query is stored in the local database and prepared 2015 08 03 Page 78 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software to be executed during the synchronization when offline mode is selected depending on the users predefined settings 11 16 Settings page To change the application settings and customize the displayed entities tap on the settings page in the main menu When tapped the settings page is opened and user is able to modify the application settings Currently the Mobile CRM application settings page has two pivot pages where the user can view and modify the application settings e General settings e Data settings 2015 08 03 Page 79 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM i Settings Gener
74. the start menu of windows phone device To enable the background agent functionality go to the Settings page from the main menu of the Mobile CRM app Navigate to the Background Agent switch and turn the switch to ON position A message is going to be displayed and the user has to accept in order to start the background agent When the user declines the Background Agent switch will be set to OFF position 2015 08 03 Page 89 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Warning Background agent enables to use TOAST notifications and updates Tiles pined to start for CB MobileCRM Do you want to allow toast notifications Cancel When the user enabled the Background Agent the agent is going to update the Mobile CRM tile that was pinned to the start page and display a Toast message in regular intervals usually every 30 minutes this depends on the Windows Phone 8 operating system The Toast message as well as the Tile is going to display the number of appointments that are scheduled to start within the next 30 minutes from the time the background agent has returned its latest results NOTE If there is no appointment scheduled to start within the next 30 minutes from the time the background agent has returned its latest results no Toast message is displayed and the Tile is set to default state no number of records is displayed 2015 08 03 Page 90 93 Conne
75. tion when offline mode is selected depending on the users predefined settings D I Mobile HM Q lt 11 14 Cases page Cases page contains information about the available CRM cases incidents To display details about a specific case select the case from the list by tapping on the item The user can use filter to look for a specific case typing a search string into the search box under the title frame The user can sort the list of cases according to personal preference To sort the list choose the preferred sort type and the list will be sorted 2015 08 03 Page 74 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices Orders List of sales orders DBSBSDRHEIDER EF Settings App settings About App description ojo amp L Mobile CRM Products List of products Activities List of activities Leads List of leads 2015 08 03 Mobile CRM Total of 5 items Search text Chain too tight PDV soft co Package damaged Dust amp Cover Decals printed wrong VinaTalk Broken main shaft PDV soft co Flat tires Dust amp Cover Total of 5 items d Package damaged Dust amp Cover Decals printed wrong VinaTalk Connecting Software Normal High Normal High High High
76. tored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings Di Mobilecreu Q lt 11 12 2 Create new invoice To create new invoice tap on the plus icon and invoice detail page with new blank record will be displayed The user can edit the record as required 2015 08 03 Page 69 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software Mobile CRM gt af Invoice Info Products List of products Activities Customer Martin Volac ist of activities S Name CB Gateway license Leads List of leads Currency EURO Opportunities Price List Wholesale List of opportunities TotalAmount E 3 00 Quotes List of quotes Discount 10 00 DREI Invoices Discount 3 00 List of invoices Freight 13 00 Orders List of sales orders Cases Street Bukova 26 List of cases City Bukovec Settings App settings Country Slovakia J000 About ZIP Postal Code To save the newly created invoice tap on the floppy disk image button in the title frame The invoice is immediately created and stored in the local database The CRM invoice is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings
77. ts Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices rm Connect Bridge Mobile CRM Android Tablet User Manual Activities Total of 35 items Activity View Due Filter Search text Call the boss 2 2 2015 9 50 AM 2 5 2015 9 50 AM Re business trip 2 4 2015 9 50 AM 2 4 2015 12 50 PM Offer from the marketing department 2 9 2015 9 50 AM 2 9 2015 9 50 AM email to lawyer 2 3 2015 9 50 AM 3 4 2015 9 50 AM Appointment with customer order128 2 2 2015 9 50 AM 4 3 2015 9 50 AM Workshop 2 2 2015 9 50 AM 2 2 2015 12 50 PM Meeting with Mr Mark D Connecting Software Completed Open Open Open Open Completed Mobile CRM Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 2015 08 03 A Activities Total of 35 items Activity View Due All Phone Call Fax Letter Search text Email Call the boss 2 2 2015 9 50 AM 2 5 2015 9 50 AM z Task Re business trip 2 4 2015 9 50 AM 2 4 2015 12 50 PM Service Appointment Offer from the marketing department 2 9 2015 9 50 AM 2 9 2015 9 50 AM Appointment email to lawyer 2 3 2015 9 50
78. unt detail page functionality The basic account information displayed on the info page allow the user to execute a specific action associated with the displayed details To edit the address of the current account select the address item from the list and tap on the pen icon in the main title frame or tap on the house icon in the list When the icon button is tapped the application navigates to account edit detail page where the user can edit the account details To make a phone call to the contact person for current account select the phone number from the list and tap on the telephone icon in the main title frame or tap on the telephone icon in the list When the icon button is tapped the application tries to make a phone call using skype A message is shown to the user to confirm the selected action When the user confirms the action a phone call is initiated To send email to the contact person for the current account select the email address from the list and tap on the envelope icon in the main title frame or tap on the envelope in the list When the icon button is tapped default email editor is opened and the user can type the email content 2015 08 03 Page 28 93 Connecting Software Connect Bridge Mobile CRM Android Tablet User Manual Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads List of le
79. ws map Product ID Calendar Shows agenda Product type Accounts List of accounts Standard costs Contacts List price List of contacts Quantity on hand Products Activities ist of activities Leads List of leads Opportunities List of opportunities List of quotes Invoices List of invoices To save the newly created product tap on the floppy disk image button in the title frame The product is immediately created and stored in the local database The CRM product is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings D I Mobile HM Q lt 11 8 Activities page Activities page contains information about the activities The user can choose to view all activities including the activities of other users or display only the user owned activities These settings can be changed on the settings page There are several activity types listed in the list of activities Each activity type has its own icon to identify the type of activity Currently supported activities displayed in the list are e Appointments e Tasks e E mails e Phone calls 2015 08 03 Page 43 93 Connecting fey re Softwa Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software e Faxes e Letters e Service appointment To display de
80. y the user on the settings page Default theme is set to dark as it saves the battery of the device White theme causes higher battery consumption due to the bright colours used When theme is changed by the user the Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices ot Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices 2015 08 03 Workshop 2 2 2015 9 50 AM 12 50 PM Call the boss 2 2 2015 9 50 AM 12 50 PM Appointment with customer order128 2 2 2015 11 50 AM 12 50 PM Appointment with customer order Os 687 2 2 2015 11 50 AM 12 50 PM Workshop 2 2 2015 9 50 AM 12 50 PM Call the boss 2 2 2015 9 50 AM 12 50 PM Appointment with customer order128 2 2 2015 11 50 AM 12 50 PM Appointment with customer order Os 687 2 2 2015 11 50 AM 12 50 PM gt 10 18 Page 11 93 Connecting fey Software Connect Bridge Mobile CRM Android Tablet User Manual Connecting Software 11 Main menu Main menu contains the list of available ap

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