Install & User guide - Fellow Consulting AG
Contents
1. CRM4Mobile for iPhone Install amp User guide FELLOW CONSULTING AG amers people wort together Content 1 Introduction 2 Application Installation A Install via iTunes from your computer B Install via App Store into iPhone 3 User Manual 3 1 First start Preferences A Understanding about CRM Gadget icon B Getting started the application 3 2 First start Synchronizing 3 3 Working on transactions A Previewing transaction records B Searching transaction records C Updating transaction record details D Deleting transaction records E Creating transaction records 4 Understanding about Custom layout 5 Today 6 Previewing application version About FELLOW CONSULTING AG 1 Introduction This document is the user manual for CRM Gadget user in iPhone It shows you how to install and use the application CRM Gadget is also available for PC 1Pad amp Android phone You can use Oracle CRM On Demand on your iPad online offline mobile The software is a Mobile Client for Oracle CRM on Demand for iPhone CRM4Mobile allows you to maintain your CRM data offline for example on customer site or on travel You can synchronize the record changes you did to your Oracle CRM On Demand These ways you save a lot of time and are more flexible With application you can maintain your CRM data like Accounts Contacts Opportunities and Activities with a smart and easy to use user interface no need for expensive and time2. Kundenanalyse 13 00 Kundenanalyse 14 00 Kundenprasentation Requirements Compatible with 10 00 Kundenprasentation iPhone iPod touch and iPad 3 Requires iOS 4 2 or later sce AA 5 09 00 Kundenpr sentation Rated 4 7 Connect your iPhone with computer 8 After download is finished run the application by double click on it 9 Synchronize to install B Install via App Store into iPhone You already knew that there is an icon in iPhone that can be linked to Apple application store It is not so different from the first method that we can install CRM4Mobile via iTunes So here you just open your iPhone press the App Store icon and then you will see the page that full of applications released online What you need to do is typing the CRM4Mobile in search column This screenshot is the result after searching Sreenshot after searching CRM4Mobile in App Store iPod gt 9 44 AM re crm4mobile FELLOW CONSULTING lt p mere peropte wort together Click INSTALL button to run installation in your iPhone You have to enter your apple account ID and password in order to download iPod gt 9 45 AM info iPhone Apple ID Password d CRM4Mobile Daniel Jordan No Ratings i Cancel CRM4Mobile Oracle CRM on and on the IPhone and IPad Sync C ata and work offline indicates PRONE and Pae 19 00 raksmey_tom yahoo com s Telekom 2G 3 User
3. Merge Address Book you just set to ON for OFF is disabled Then all contact will go into your Address book automatically after sync Reinit database If you replace your current login with a new one what you will do is to reinit database This means you clear all the old data in your old login It is very useful to do that because the data will get mixed when your sync is finished To do that you just go Advanced Preferences and slide down then you will see the Redinit database button with the red colour Press on it and choose OK to confirm deletion For more information see advanced preferences configuration Screenshot Are you sure you want to reinit database Ok Cancel porns soor MET Note Before you can synchronize all data you want from Oracle On Demand or create a new data to Oracle it is very important to set up the Preference correctly If you are a new businessman with this application you will have to read this user guide carefully to understand the workflow In 3 1 is only a guide for to understand how to configure Preference Next step you will know how to get synced your data with CRM4Mobile for iPhone FELLOW CONSULTING D mere peropte mort bogether 3 2 First start Synchronizing As you see the CRM4Mobile in iPhone has a Task bar with many icons In each icon for example Preferences has its task to configure So after you set up the preferences you need to synchronize to get data from server Th
4. Manual 3 1 First start Preferences A Understanding about CRM Gadget icon If is already installed in your iPhone there will be an icon as the following screenshot See Application Installation for more information about how to install application CRM4Mobile Gn gt gt Safari Videos FELLOW CONSULTING AG Peropte wort bogether B Getting started the application Slide all icons to find the CRM4Mobile icon Press your finger on the icon to run the application Before you can use this application you need to set up in preferences It normally appeared its interface when you firstly start Preferences configuration reTerences Advanced URL ausomxdsa https secure ausomxdsa crmondemand com Login pt fellow de 16 jbraun Password Preferences URL It is oracle on demand web address For example https secure ausomxapa crmondemdand com Login It is your CRM on demand username Password It is your CRM on demand password Test click the Test button to make sure that you are connected to the Oracle server and your log in is correct If the connection is connected is message will display that Connection test successful Advanced Preferences configuration There is also an advanced setting for you to configure your transactions The transaction can be enabled or disabled in this setting The transactions in advanced setting are called Filters What you need to know is abo
5. Related Items ome 11 00 AM Testing OCRM Appointment 08 12 2010 ni _ Vv NS lt cawymvd93Szs BFL Leasing gt Account FELLOW CONSULTING D mere propte work together B Searching transaction records custome prospect Parner There is a search column for you to search all records in Account list There are also four statuses to be easy to search If your account is prospect press on prospect to search These are only account statuses You need to find out more about other transaction records C Updating transaction record details After the records are viewed user might want to edit some information on them The information can be updated in iPhone by editing the existing records You can update records in the following steps 1 Go to transaction 2 Press on records 3 Press a record to view the record details 4 Press Edit button on upper right corner Service Service Reque Edit Cancel Service Request Done Service chenda test service re Service Number Number 7 28 2011 Subject chenda test service re 8 2011 Type Subject Priority Oo d 7 28 11 8 09 AM Time Type Status gt Priority i Chase Bank and ATM gt gt How to Press the field column to edit data information Press Done button to finish editing Press Cancel button if you don t want to change any information FELLOW CONSULTING D amers people work together D Deleting transaction
6. Today s Activities 2 Description test 4 53 PM Big Mango Bar Call gt Start Time 7 29 11 10 11 AM Date End Time 7 29 11 10 10 AM time vei st today gt Type j a iL Today s Contacts 1 Status reenact person chenda chhean i N ia Test Phat Pad26 7b iL chenda chhean gt COS mere peopie woe together 6 Previewing application version About Application is updated to a new version every bug is fixed So clients can update their application with new release No need to worry about bug If you don t what application version you are using you will need to preview it 1 Open your CRM4Mobile 2 Press More on task bar 3 Press About then you will see the version es Task gt R Campaign gt A Contact gt Sa Lead gt CRM4Mobile sa Opportunity gt Version 1 10 J Custom Layouts gt 4 Today gt www fellow consulting de About gt
7. consuming training The link feature allows you to easily relate all kinds of data together You can also establish relationships between Accounts Contacts and Opportunities and use quick search to view or find all relevant data in only one window and use the Link to close your data loops It is life your business is in your hand 2 Application Installation CRM4Mobile can be installed in the following ways A Install via iTunes from your computer If you are using 1Tunes in your computer it is easy to find any application that you want CRM4Mobile is also available for you to download Here the guide of how to install it by using iTunes from your computer Run your iTunes Click iTunes store In search column type CRM4Mobile Click on the iPhone Apps with the last update ee Screenshot for step 1 to 4 a Edit View Controls Store Advanced Help iTunes sEm GIO gt 4 w a Q crm4 mobile A App Store Podcasts iTunes U Did you mean 2rmobile Power Search gt iPhone Apps see aii gt CRM4Mobile FILTER BY MEDIA TYPE Business Updated 26 July 2011 FREE ns All Results Home Sharing gt EJ Apps Y GENIUS p dis iTunesU Y PLAYLISTS A itunes DJ iPad Apps see aii gt te 90 s Music Developers aoa gg Classical Music usiness Fellow Consulting AG gt Updated 26 July 2011 ig Music Videos r FREE 5 ki My Top Rated ig Recently Added ig Recent
8. e synchronize log will display as soon as you press on Synchronize button Follow the following steps for the the first synchronize set up preferences see 3 1 for how to set up preferences press Synchronize button on task bar press Start button wait untill synchronizing is finished you can go to any transaction on task bar to see your records ee ee Look at these sreenshots to understand the steps WONniIze Send Report Percent w Reading Activity data completed 5 0 57 Click Stop jski button to 11 29 29 Reading User fields JV interrupt Synchronize 64 items 11 29 33 Sending Account data Synce log Ay 11 29 36 Error code SOAP ENV gt 11 29 33 Sending Activity data J 1 item 11 29 37 Reading Account data 11 29 37 Reading Activity data Sync log shows you what it is doing error message sync time and number of records have been reading If sync log show you the Error message you just press Send Report button on the upper right corner to send error report to CRM supporter FELLOW CONSULTING AG mere propte work together 3 3 Working on transactions Transactions are divided into 8 in CRM4Mobile for 1Phone They are sene REMUS These transactions are on task bar Appointment Account Task Campaign Contact Press More icon on task bar to view these transactions for Lead Custom layout and Today see 4 5 Opportunity All transactions have the exactl
9. ew one too It is simple to create a new record as you see in the screenshot Before creating a new record user should think in which transaction the record is For example a record is in Lead Contact or Account If it in Account go to Account and press the add button on the upper right corner Then you will get a new account layout to add your data Synchronization is needed after you update and create the record in order to store your data in Oracle on demand The later you can synchronize them again on what you did today You just set up in preference with new data base so that you can download all data from Oracle It 1s the same between transactions to transactions to record a record If you want to add more field please see 4 understanding about custom layout Screenshot New Account More Account List Account Name JA Account Type 2 A 9 Aachner Gratike Modi N i gt gt centrale D Location E Augsburger AG yF Buchhaltung AVIA IS GmbH Main Phone Hamburg Steps 1 Ifyou want to create in account then you will have to go to account In account list has an add button Press the add button to create new account Complete the values in account name account type Press Done button to finished and save your record Press Cancel button if you don t want to create oot ee FELLOW CONSULTING AG 4 Understanding about Custom layout Have you ever thought that default fields are not enough fo
10. ly Played Ki Top 25 Most Played iTunes Store Search Results for crm4mobile Explore Features Help Manage emere peopie wot together 5 Click Free App button to download 6 Enter your Apple ID and Password Screenshot for step 5 amp 6 File Edit View Controls Store Advanced Help iTunes cleas l WBw ah FN Jumi Q crmamobite LIBRARY A App Store Podcasts iTunes U Jd Music il Movies App Store gt Business gt Fellow Consulting AG E TV Shows Podcasts CRM4Mobile YN Radio Sign In to download from the iTunes Store inti To create an Apple Account click Create New Account ae Description e tunes Store CRM4Mobile Oracle CRI Y SHARED i Home Sharing Fellow Consulting AG We If you have an Apple Account from the iTunes Store or MobileMe for example enter your Apple ID and password Y GENIUS oe H Te What s New In Ve i Apple ID chendachhean gmail com Harnple steve me com Y PLAYLISTS m fixed many memory leakg Password eeeee iTunes DJ ree OPP better synchronization e E 90 s Music EJ This app is designed for both a E Classical Music iPhone and iPad BE Music Videos Category Business ie My Top Rated Updated 26 July 2011 B Recently Added Sane Pea bee Screenshots iphone iPad E Recently Played Size 1 4 MB m Bea Ee Developer Daniel Jordan 17 40 Information an Kunden Fellow Consulting AG 12 00 Kundenanalyse 10 00
11. r you and you need more fields to add more values in your records Sometimes you also want to delete the existing field If so Custom layout is very important for you You can add and delete the fields as you need Steps 1 Press More on task bar 2 Press Custom Layouts Task gt R Campaign gt A Contact gt Sg Lead gt ss Opportunity gt Custom Layouts gt 4 Today gt About gt 3 Ifyou want to add more fields in contact press contact 4 Press Add New Field Custom Contact Layout Reset Last Name Contact Type Work Phone Work Fax Email Job Title Add New Field _ FELLOW CONSULTING D amers people work together 5 Choose your required fields Contact Layout Add Field Account 4 Department Mr Ms 6 Press the red button to delete the field Custom Contact Layo Ut Reset Last Name Work Phone Contact Type Work Fax Job Title ORS Add New Field 5 Today The activity can be viewed with appointment If you want to see your today activity you just add a record into Appointment and set the today start and end time The appointment will display in Today so that you can easily know what thing you have to do today There are so many records in appointment Today can automatically show you the today records appointment Appoint Appointment Edit Subject test today
12. records Deleting a record automatically deletes some records linked to the record you are deleting For example if you delete an account any linked notes are also deleted All the steps are not so different from how to update the records If you understand how to edit deleting is not a problem for you However you need to follow some steps below again to delete records Please refer to Updating transaction record detail so that you can reach step 5 1 Go to transaction 2 Press on record 3 Press a record to view the record details 4 Press Edit button on upper right corner 5 Find the Delete button and press on it to delete service Service Reque Edit cancel Service Request Done Service Number Number 7 28 2011 Subject chenda test service re 7 28 2011 Type Subject Priority D Opened 7 28 11 8 09 AM Time Type Status gt Priority b Cancel Service Request Chase Bank and ATM gt Status gt Account Id Chase Bank and ATM gt Contact Id Are you sure you want to delete gt Delete ServiceRequest Delete ServiceRequest Cancel FELLOW CONSULTING D mere propte work together 6 There will be a message to confirm your deletion 7 Press Delete to delete your record 8 Press Cancel if you don t want to delete the data E Creating transaction records If you don t have the record you will need to create one If you have more customer you also need to create a n
13. ut Filters Filters can be Account filters Appointment filters Campaign filters Contact filters Lead filters Opportunity filter Service request filters FELLOW CONSULTING D It is the same between filters to filters For example Account filters have a field to enable or disable In account owner filter has picklists for you to choose if you want to synchronize All Accounts My Team Accounts or only My Accounts Last Modification filter is a filter that allows you to choose time of the records to synchronize If you want to sync only records for last week you will need to check on Last week More than Last week you can also choose Last Month Last Year and All time See screenshot for more detail Preferences Advanced URL ausomxdsa https secure ausomxdsa crmondemand com Login pt fellow de 16 jbraun Password Test Preferences Advanced i Contact gt es Lead gt S Opportunity gt Service Request gt Other Merge Address ma aA ELELE Advanced Account Filters Preferences Advanced Filters Qp IHi Account A Appointment gt Campaign gt Contact gt Lead gt Opportunity gt Service Request gt Enabled gt N Owner Filter Sss All Accounts v My Team Accounts My Accounts Last Modification Filter lt All v Last Year emere peopie wot together Other than filter is Merge Address Book If you want to enable
14. y the same interface to be viewed edited deleted and created It is not complicated for users to use this application for their business The following activities are showing you how to work with customer records You might want to do something other than previewing this application Changing something is available on this application It is like you are carrying a computer It is faster more comfortable and easier to use A Previewing transaction records To view transaction records you need to press on one of transactions on task bar For example Account then the account record appears With many of records press one for record detail If you are on account transaction records the record detail will be Account name Account type Location Main phone etc For some records the related items are added Press related item to view related item detail You can see all records unless the data has been successfully synchronized 1 go to one of transaction e g Account 2 Press on record 3 Verify the record details Account List account List Account Detail Eait Account Berg Gr bH Name 4 r A y n Account Anan Aachner Grafike Modi B f Zentrale gt Records E Location O Augsburger AG gt F f Buchhaltung Main 49 69 24452700 gt AVIAIS GmbH gt _ Hamburg K Main Fax 49 692 4452909 gt Berg GmbH gt Web Site www BergGmbH od de gt Berg PR Agentur Buchhaltung Priorit ee
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