RESCO MOBILE CRM USER GUIDE Access your CRM data on any mobile platform ipad, iphone, Android, Windows Phone or Win XP/Vista/7/8
Contents Synchronization... 1 1.1. How to synchronize your device... 1 1.2. Sync Troubleshooting... 2 Setup screen... 3 2.1. Turn on/off standard entities... 4 2.2. Online Mode... 5 2.3. Map + Dashboard... 6 2.4. List Buttons... 7 2.5. Max Attachment... 8 2.6. Max Sync Record... 9 2.7. Sync Login (background sync)... 10 2.8. App Login... 11 2.9. Use CRM Email... 12 2.10. Reminder... 13 About... 14 Online/Offline mode... 15 Dashboard... 16 Map... 17 6.1. Enabling map... 17 6.2. Filtering map... 18 6.3. Searching map... 19 6.4. Current location... 20 6.5. Satellite vs. Aerial map view... 21 Navigation... 22 7.1. Navigation (tablets)... 22 7.2. Navigation (smartphones)... 23 7.3. Filtering records... 24 7.4. Searching records... 25 Activities... 26 8.1. Add new activity... 26 8.2. Convert Appointment to Opportunity... 27 8.3. Convert Appointment/Call to Case... 28 8.4. Complete Appointment or Call... 29 8.5. Cancel Appointment or Call... 30 8.6. Set Call to Made... 31 8.7. Set Call as Received... 32 8.8. Cancel Call... 33 Tourplan... 34 9.1. Switch views... 34 9.2. Create new appointment... 35 Accounts... 36 10.1. Switch to Map View... 36 10.2. Add new Account... 37 10.3. Edit account... 38 10.4. Browse account fields... 39 Contacts... 40 11.1. Switch to Map View... 40 11.2. Add new Contact... 41 11.3. Edit account... 42 11.4. Browse contacts fields... 43 Leads... 44
12.1. Switch to Map View... 44 12.2. Add new Lead... 45 12.3. Edit Lead... 46 12.4. Browse leads fields... 47 12.5. Qualify Lead... 48 12.6. Disqualify lead... 49 Opportunities... 50 13.1. Add new Opportunity... 50 13.2. Edit opportunity... 51 13.3. Browse opportunity fields... 52 13.4. Convert Opportunity to Won... 53 13.5. Convert Opportunity to Lost Out Sold... 54 13.6. Convert Opportunity to Lost - Canceled... 55 Quotes... 56 14.1. Add new Quote... 56 14.2. Edit quote... 57 14.3. Browse quote fields... 58 14.4. Get products from opportunity to draft of a quote... 59 14.5. Activate quote... 60 14.6. Set quote to Won... 61 14.7. Set quote to Lost... 62 14.8. Cancel the quote... 63 Orders... 64 15.1. Add new Order... 64 15.2. Edit order... 65 15.3. Browse order fields... 66 15.4. Get products from opportunity to an order... 67 15.5. Complete order... 68 15.6. Complete order partially... 69 15.7. Cancel order... 70 Invoices... 71 16.1. Add new invoice... 71 16.2. Edit invoice... 72 16.3. Browse invoice fields... 73 16.4. Get products from opportunity to an invoice... 74 16.5. Set invoice to Paid Fully... 75 16.6. Set invoice to Paid Partially... 76 16.7. Cancel invoice... 77 Products... 78 17.1. Add new product... 78 17.1. Edit product... 78 17.2. Browse product fields... 78 Cases... 79 18.1. Add new case... 79 18.2. Edit case... 80 18.3. Browse case fields... 81 18.4. Resolve case... 82 18.5. Cancel case... 83
1 Synchronization 1.1. How to synchronize your device 1. Tap the sync button. 2. Fill in the following information: Url: The address where the Dynamics CRM server is located. Please enter only the server address. E.g. https://crm.resco.net/, or https://resco1.crm.dynamics.com User Name: The name you are using to connect to your organization s CRM server Password: The password you are using to connect to your organization s CRM server Domain: Domain name. If you do not know the domain name, ask your network administrator Organization: The organization friendly name (as shown in the right upper corner bellow the user name, when logging to your organization s CRM server through Internet Explorer) Type: Connection type. If you do not know what kind of connection your CRM server requires, ask the CRM server administrator or integrator Save password: the app will save your password and you won t be prompted to insert it again when you sync the app next time.
1.2. Sync Troubleshooting 1. Windows Phone limitation Active Directory sync method is not supported on Windows Phone 7 due to limitations set by 2. Connect to on-premise server using internet facing To connect to the Dynamics CRM using Internet Facing Deployment you should enable anonymous authentication for web services. Please follow the instructions in the very last section ('To enable anonymous authentication') from this article http://technet.microsoft.com/enus/library/gg674936.aspx. 3. Still cannot connect for the first time Please check whether: information you entered to the synchronization dialog is correct. you entered the correct url address (http:// or https://). you have the permissions to access the Dynamics CRM server. Otherwise please contact your Dynamics CRM server administrator or integrator. 2
Setup screen Setup screen was designed to set up the appearance and functions of the Resco Mobile CRM application. IMPORTANT NOTE: You have to hit the save button and restart the application in order to see new changes. 3
2.1. Turn on/off standard entities Choose which entities can be accessed from your mobile application by turning them ON or OFF. This option is not a synchronization filter. All standard entities will be synchronized with your device but only those that are switched ON will be visible and accessible. 4
2.2. Online Mode 4 options to choose from: Always app runs always in online mode WifiOnly app runs in online mode when the device is connected to internet via WiFi Manual user can switch between Online and Offline mode manually Never online mode is always switched off 5
2.3. Map + Dashboard Turn ON or OFF the map and the dashboard views. 6
2.4. List Buttons Turn ON or OFF the default buttons such as edit, more, call or email. 7
2.5. Max Attachment Set maximum size of each attachment file. The value inserted is in Bytes. 8
2.6. Max Sync Record Set maximum amount of records that will be synced for each entity. IMPORTANT NOTE: If you don t see all your contacts, accounts, leads, etc. you need to increase this number. If you have 12.000 contacts for instance and this value is set to only 10.000, there will be 2.000 contacts missing in your app. 9
2.7. Sync Login (background sync) If this button is switched off, the sync popup window won t be displayed each time you will sync your app. The app will do the background sync and you will still be able to use your app even while it synchronizes with your CRM server. 10
2.8. App Login If this is set to ON, the app will require the login information each time it is launched. 11
2.9. Use CRM Email If this is set to ON, emails sent from Mobile CRM will be sent using your Dynamics CRM server. If this is set to OFF, emails sent from Mobile CRM will be sent using the default email client of your mobile device. 12
2.10. Reminder If this is set to ON, your mobile device will show you push reminders regarding your own CRM activities. 13
About In this screen, you can check out the current version of your app. If you ever encounter any technical problem, you can access the Send log view where you can email the log information to our technical support team. 14
Online/Offline mode The app can run in Online or in Offline mode: Online mode you always access real-time data from your CRM server. Any change you make (create new account, edit order, delete contact etc.) is instantly reflected on your CRM server as well. Active mobile Internet connection or WiFi is necessary. Offline mode the application stores the Dynamics CRM data in the local database of your device. If you don t have internet connection access, you will still be able to access your data. The changes that you make (create new account, edit order, delete contact etc.) will be reflected on your CRM server after you will hit the synchronize button. 15
Dashboard The dashboard in standard app shows orders on a pie chart, opportunities on a bar chart and cases on a bar chart. Dashboard can be configured with Woodford to show any custom charts, Iframes or entity records. Dashboard is only available for tablet devices. 16
Map You can see the overview of all your accounts, contacts and leads on a map. This map is interactive. You can change location, zoom in, zoom out or select any item with your finger. When you select a record you can view, edit or delete fields associated with this record. 6.1. Enabling map The map is working with latitude and longitude fields not with the actual addresses of the records. If you do not see any records on the map, it is because you don t have these fields filled. It is also possible to use button to capture GPS position of a record when the mobile device is at a target location. 17
6.2. Filtering map Map can be filtered to view: All (accounts + contacts + leads) accounts are red, contacts are green, leads are yellow Accounts Contacts Leads 18
6.3. Searching map Searching the map is dynamic. You see partial results while typing the keyword you are searching for. Records that do not match the searched string will become semi-transparent. 19
6.4. Current location The arrow button will zoom in your map into your current location. This is also a default view when you select map from the homepage. 20
6.5. Satellite vs. Aerial map view Satellite button can be used to switch between aerial and satellite map view. 21
Navigation 7.1. Navigation (tablets) The app has a 3 column layout. You have a home screen with several buttons to choose from. Most of these buttons represent standard Dynamics CRM entities. When you select an entity, the screen will be split into two columns. Home page is visible in the first column and records for the selected entity are visible in the second column. The second column is called view column. You can use the search column to search for particular records or filter the records, if the filtering option is available for selected entity. There is a plus button in the upper right corner of the second column that can be used to add a brand new record. If you select to create a new record, the third column will appear and you will have to input the details about the new record. You have to hit the save button located in the upper right corner. If you choose one of the records, the third column will appear. Third column is also referred to as form column. You can see the details of the selected record there. There is a back button in the upper left corner of the third column. If you tap the back button, the third column will be closed. 22
7.2. Navigation (smartphones) The app has a 1 column layout. You have a home screen with several buttons to choose from. Most of these buttons represent standard Dynamics CRM entities. When you select an entity, you will see the records for the selected entity. This is a view column. You can use the search column to search for particular records or filter the records, if the filtering option is available for selected entity. There is a plus button in the upper right corner of the second column that can be used to add a brand new record. If you select to create a new record, you will have to input the details about the new record. You have to hit the save button located in the upper right corner. If you choose one of the records, the form column will appear. You can see the details of the selected record there. There is always a back button located in the upper left corner of the view and the form tab. 23
7.3. Filtering records The map, activities and tourplan views can be filtered. The filter icon is located in the view column next to a search bar. You can filter the map view to see only accounts, contacts, leads or all of them. You can filter activities according to activity type, view, due date and sort. You can also filter the tourplan to see all appointments, my appointments or my completed appointments. These are only standard filters that are already included in the free version of Mobile CRM app. Professional apps can have highly customized filters on any entities. 24
7.4. Searching records You can use the search functionality in all records or entities except for a dashboard view. You can find the search bar in the view column in the upper part. Search is dynamic meaning that the Mobile CRM app will show temporary search results according to the string that you have typed. 25
Activities 8.1. Add new activity Follow these steps to create a new activity: 1. Select Activities from the home screen. 2. Hit the + button in the upper right corner and select the type of activity that you want to add (Appointment, E- mail, Phone Call, Service Activity or Task). If you do not see the list of all activities, you have to turn of the filter of activities to all first. 3. Fill in the necessary fields. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server 26
8.2. Convert Appointment to Opportunity Follow these steps to convert the appointment to opportunity: 1. Select Activities from the home screen. 2. Select the appointment that you want to convert and hit More button. 3. Tap the button in the upper right corner and choose Convert to Opportunity. 4. Fill in the necessary fields and hit Save button in the upper right corner of the pop-up window. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 27
8.3. Convert Appointment/Call to Case Follow these steps to convert the appointment or call to case: 1. Select Activities from the home screen. 2. Select the activity that you want to convert. You can choose only Appointment or Call activity. Hit More button. 3. Tap the button in the upper right corner and choose Convert to Case. 4. Fill in the necessary fields and hit Save button in the upper right corner of the pop-up window. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 28
8.4. Complete Appointment or Call Follow these steps to complete the appointment or call: 1. Select Activities from the home screen. 2. Select the activity that you want to mark as completed. You can choose only Appointment or Call activity. Hit More button. 3. Tap the button in the upper right corner and choose Complete appointment. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 29
8.5. Cancel Appointment or Call Follow these steps to cancel the appointment or call: 1. Select Activities from the home screen. 2. Select the activity that you want to cancel. You can choose only Appointment or Call activity. Hit More button. 3. Tap the button in the upper right corner and choose Cancel appointment. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 30
8.6. Set Call to Made Follow these steps to set the call to Made : 1. Select Activities from the home screen. 2. Select the call activity that you want to set as made. Hit More button. 3. Tap the button in the upper right corner and choose Set as Made. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 31
8.7. Set Call as Received Follow these steps to set the call to made : 1. Select Activities from the home screen. 2. Select the call activity that you want to set to received. Hit More button. 3. Tap the button in the upper right corner and choose Set as Received. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 32
8.8. Cancel Call Follow these steps to cancel the call activity: 1. Select Activities from the home screen. 2. Select the call activity that you want to cancel. Hit More button. 3. Tap the button in the upper right corner and choose Cancel Call. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 33
Tourplan 9.1. Switch views Appointments will appear when you select the Tourplan from the home screen. You can filter the Tourplan to see All Appointments, My Appointments or My Completed Appointments. You will also have 4 views to choose from: Agenda shows list of appointments for the day selected. You can switch between the days using the arrows or you can slide with the fingers. Day shows appointments on a daily calendar. You can switch between the days using the arrows. Week shows appointments on a weekly calendar. You can switch between the weeks using the arrows. Month - shows appointments on a monthly calendar. You can switch between the months using the arrows. 34
9.2. Create new appointment You have 2 options to create a new appointment from the tourplan view: 1. Hit the + button located in the upper right corner of the tourplan view. Fill in the necessary fields and hit the save button in the upper right corner. 2. In the Day, Week or Month view, hold your finger for a while on the time that you want your appointment to start. Move up or down to properly place your appointment. Fill in additional fields and hit the save button in the upper right corner. 35
Accounts 10.1. Switch to Map View You have an option to view the account on the map. Select Accounts from the home screen. Select an account. Tap the Map button located on the upper left corner of the accounts view column. 36
10.2. Add new Account Follow these steps to create a new account: 1. Select Accounts from the home screen. 2. Hit the + button in the upper right corner. 3. Fill in the necessary fields. You can also add address when you change the tab at the bottom of the screen. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server 37
10.3. Edit account Follow these steps to edit the accounts fields: 1. Select Accounts from the home screen. 2. Select the account that you need to edit and hit More. 3. Tap the Edit button located in the upper right corner. 4. Change the fields that you need to. You can switch between Info, Address and Notes tabs in the lower tab panel. 5. Hit the save button located in the upper right corner. 6. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server 38
10.4. Browse account fields Follow these steps to browse the accounts fields: 1. Select Accounts from the home screen. 2. Select the account that you want to browse and hit More. 3. You see the basic info about the account. In the lower tab panel you can switch between several tabs to see more related info: Info Map Contacts Quotes Orders More (Invoices, Activities and Notes) 39
Contacts 11.1. Switch to Map View You have an option to view the contact on the map. Select Contacts from the home screen. Select a contact. Tap the Map button located on the upper left corner of the contacts view column. 40
11.2. Add new Contact Follow these steps to create a new Contact: 1. Select Contacts from the home screen. 2. Hit the + button in the upper right corner. 3. Fill in the necessary fields. You can also add address when you change the tab at the bottom of the screen. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server 41
11.3. Edit account Follow these steps to edit the contacts fields: 1. Select Contacts from the home screen. 2. Select the contact that you need to edit and hit More. 3. Tap the Edit button located in the upper right corner. 4. Change the fields that you need to. You can switch between Info, Address and Notes tabs in the lower tab panel. 5. Hit the save button located in the upper right corner. 6. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server 42
11.4. Browse contacts fields Follow these steps to browse the contacts fields: 1. Select Contacts from the home screen. 2. Select the contact that you want to browse and hit More. 3. You see the basic info about the account. In the lower tab panel you can switch between several tabs to see more related info: Info Map Contacts Quotes Orders More (Invoice, Activities, Notes) 43
Leads 12.1. Switch to Map View You have an option to view the lead on the map. Select Leads from the home screen. Select a lead. Tap the Map button located on the upper left corner of the leads view column. 44
12.2. Add new Lead Follow these steps to create a new Lead: 1. Select Leads from the home screen. 2. Hit the + button in the upper right corner. 3. Fill in the necessary fields. You can also add address when you change the tab at the bottom of the screen. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server. 45
12.3. Edit Lead Follow these steps to edit the leads fields: 1. Select Leads from the home screen. 2. Select an active lead that you need to edit and hit More. 3. Change the fields that you need to. You can switch between Info, Address, Activities and Notes tabs in the lower tab panel. If you cannot edit any field, you have selected an inactive lead which cannot be edited. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server. 46
12.4. Browse leads fields Follow these steps to browse the leads fields: 1. Select Leads from the home screen. 2. Select the lead that you want to browse and hit More. 3. You see the basic info about the lead. In the lower tab panel you can switch between several tabs to see more related info: Info Address Activities Notes 47
12.5. Qualify Lead Follow these steps to qualify the leads: 1. Select Leads from the home screen. 2. Select the lead that you want to qualify and hit More. 3. Tab the button in the upper right corner. 4. Select Qualify. 5. Edit options you have and hit Save button in the upper right corner of the pop-up window. 6. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server. 48
12.6. Disqualify lead Follow these steps to disqualify the leads: 1. Select Leads from the home screen. 2. Select the lead that you want to qualify and hit More. 3. Tab the button in the upper right corner. 4. Select one of the options (Disqualify Lost, Disqualify No Contact, Disqualify Not Interested, or Disqualify Canceled). 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server. 49
Opportunities 13.1. Add new Opportunity Follow these steps to create a new opportunity: 1. Select Opportunities from the home screen. 2. Hit the + button in the upper right corner. 3. Fill in the necessary fields. You can also add products when you change the tab at the bottom of the screen. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server 50
13.2. Edit opportunity Follow these steps to edit the opportunity fields: 1. Select Opportunities from the home screen. 2. Select the opportunity that you need to edit and hit More. 3. Change the fields that you need to. You can switch between Info, Products, Activities and Notes tabs in the lower tab panel. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server. 51
13.3. Browse opportunity fields Follow these steps to browse the opportunity fields: 4. Select Opportunities from the home screen. 5. Select the opportunity that you want to browse and hit More. 6. You see the basic info about the account. In the lower tab panel you can switch between several tabs to see more related info: Info Products Activities Notes 52
13.4. Convert Opportunity to Won Follow these steps to convert the opportunity to won : 1. Select Opportunities from the home screen. 2. Select an active opportunity that you want to convert. Hit More button. 3. Tap the button in the upper right corner and choose Won Opportunity. Deactivated opportunities cannot be converted. If you don t see any button in the upper right corner and you cannot edit any fields in the opportunity, it means that the selected opportunity is deactivated. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 53
13.5. Convert Opportunity to Lost Out Sold Follow these steps to convert the opportunity to Lost Out Sold : 1. Select Opportunities from the home screen. 2. Select an active opportunity that you want to convert. Hit More button. 3. Tap the button in the upper right corner and choose Lost Out Sold. Deactivated opportunities cannot be converted. If you don t see any button in the upper right corner and you cannot edit any fields in the opportunity, it means that the selected opportunity is deactivated. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 54
13.6. Convert Opportunity to Lost - Canceled Follow these steps to convert the opportunity to Lost Canceled : 1. Select Opportunities from the home screen. 2. Select an active opportunity that you want to convert. Hit More button. 3. Tap the button in the upper right corner and choose Lost Canceled. Deactivated opportunities cannot be converted. If you don t see any button in the upper right corner and you cannot edit any fields in the opportunity, it means that the selected opportunity is deactivated. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 55
Quotes 14.1. Add new Quote Follow these steps to create a new Quote: 1. Select Quotes from the home screen. 2. Hit the + button in the upper right corner. 3. Fill in the necessary fields. You can also add shipping address and products when you change the tab at the bottom of the screen. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server 56
14.2. Edit quote Follow these steps to edit the quote fields: 1. Select Quotes from the home screen. 2. Select the quote that you need to edit and hit More. 3. Change the fields that you need to. You can switch between Info, Ship, Products and Notes tabs in the lower tab panel. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server. 57
14.3. Browse quote fields Follow these steps to browse the quotes fields: 1. Select Quotes from the home screen. 2. Select the quote that you want to browse and hit More. 3. You see the basic info about the quote. In the lower tab panel you can switch between several tabs to see more related info: Info Ship Products Notes 58
14.4. Get products from opportunity to draft of a quote Follow these steps to get the products from opportunity to quote automatically: 1. Select quotes from the home screen. 2. Select draft of a quote that you want to get products for. You can see whether a quote is a draft, closed or active in the bottom right corner of each quote record. Hit More button. 3. Tap the button in the upper right corner and choose Get Products. 4. Select an opportunity and choose Select. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 59
14.5. Activate quote Follow these steps to activate a quote: 1. Select Quotes from the home screen. 2. Select draft of a quote that you want to activate. You can see whether a quote is a draft, closed or active in the bottom right corner of each quote record. Hit More button. 3. Tap the button in the upper right corner and choose Activate quote. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 60
14.6. Set quote to Won Follow these steps to set the quote to won : 1. Select Quotes from the home screen. 2. Select an active quote that you want to set to won. You can see whether a quote is a draft, closed or active in the bottom right corner of each quote record. Hit More button. 3. Tap the button in the upper right corner and choose Won Quote. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 61
14.7. Set quote to Lost Follow these steps to set the quote to Lost : 1. Select Quotes from the home screen. 2. Select an active quote that you want to set to lost. You can see whether a quote is a draft, closed or active in the bottom right corner of each quote record. Hit More button. 3. Tap the button in the upper right corner and choose Lost Quote. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 62
14.8. Cancel the quote Follow these steps to cancel the quote: 1. Select Quotes from the home screen. 2. Select an active quote that you want to cancel. You can see whether a quote is a draft, closed or active in the bottom right corner of each quote record. Hit More button. 3. Tap the button in the upper right corner and choose Cancel Quote. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 63
Orders 15.1. Add new Order Follow these steps to create a new Order: 1. Select Orders from the home screen. 2. Hit the + button in the upper right corner. 3. Fill in the necessary fields. You can also add shipping address and products when you change the tab at the bottom of the screen. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server 64
15.2. Edit order Follow these steps to edit the order fields: 1. Select Orders from the home screen. 2. Select an order with status new that you want to get products for. You can see whether the order has status of new, complete, partial or no money in the bottom right corner of each order record. Hit More button. 3. Change the fields that you need to. You can switch between Info, Ship, Products and Notes tabs in the lower tab panel. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server. 65
15.3. Browse order fields Follow these steps to browse the orders fields: 1. Select Orders from the home screen. 2. Select the order that you want to browse and hit More. 3. You see the basic info about the order. In the lower tab panel you can switch between several tabs to see more related info: Info Ship Products Notes 66
15.4. Get products from opportunity to an order Follow these steps to get the products from opportunity to order automatically: 1. Select Orders from the home screen. 2. Select an order with status new that you want to get products for. You can see whether the order has status of new, complete, partial or no money in the bottom right corner of each order record. Hit More button. 3. Tap the button in the upper right corner and choose Get Products. 4. Select an opportunity and choose Select. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 67
15.5. Complete order Follow these steps to complete the order: 1. Select Orders from the home screen. 2. Select an order with status new that you want to complete. You can see whether the order has status of new, complete, partial or no money in the bottom right corner of each order record. Hit More button. 3. Tap the button in the upper right corner and choose Complete Order. 4. Select an opportunity and choose Select. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 68
15.6. Complete order partially Follow these steps to complete the order partially: 1. Select Orders from the home screen. 2. Select an order with status new that you want to get products for. You can see whether the order has status of new, complete, partial or no money in the bottom right corner of each order record. Hit More button. 3. Tap the button in the upper right corner and choose Complete Partially. 4. Select an opportunity and choose Select. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 69
15.7. Cancel order Follow these steps to Cancel Order: 1. Select Orders from the home screen. 2. Select an order with status new that you want to get products for. You can see whether the order has status of new, complete, partial or no money in the bottom right corner of each order record. Hit More button. 3. Tap the button in the upper right corner and choose Cancel Order. 4. Select an opportunity and choose Select. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 70
Invoices 16.1. Add new invoice Follow these steps to create a new Invoice: 1. Select Invoices from the home screen. 2. Hit the + button in the upper right corner. 3. Fill in the necessary fields. You can also add shipping address and products when you change the tab at the bottom of the screen. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server 71
16.2. Edit invoice Follow these steps to edit the invoice fields: 1. Select Invoices from the home screen. 2. Select an invoice with status new that you want to get products for. You can see whether the invoice has status of new, complete, partial or canceled in the bottom right corner of each invoice record. Hit More button. 3. Change the fields that you need to. You can switch between Info, Ship, Products and Notes tabs in the lower tab panel. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server. 72
16.3. Browse invoice fields Follow these steps to browse the invoices fields: 1. Select Invoices from the home screen. 2. Select the invoice that you want to browse and hit More. 3. You see the basic info about the invoice. In the lower tab panel you can switch between several tabs to see more related info: Info Ship Products Notes 73
16.4. Get products from opportunity to an invoice Follow these steps to get the products from opportunity to invoice automatically: 1. Select Invoices from the home screen. 2. Select an invoice with status new that you want to get products for. You can see whether the invoice has status of new, complete, partial or canceled in the bottom right corner of each invoice record. Hit More button. 3. Tap the button in the upper right corner and choose Get Products. 4. Select an opportunity and choose Select. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 74
16.5. Set invoice to Paid Fully Follow these steps to set invoice to Paid Fully : 1. Select Invoices from the home screen. 2. Select an invoice with status new that you want to set to Paid Fully. You can see whether the invoice has status of new, complete, partial or canceled in the bottom right corner of each invoice record. Hit More button. 3. Tap the button in the upper right corner and choose Paid Fully. 4. Select an opportunity and choose Select. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 75
16.6. Set invoice to Paid Partially Follow these steps to set invoice to Paid Partially : 1. Select Invoices from the home screen. 2. Select an invoice with status new that you want to set to Paid partially. You can see whether the invoice has status of new, complete, partial or canceled in the bottom right corner of each invoice record. Hit More button. 3. Tap the button in the upper right corner and choose Paid Partially. 4. Select an opportunity and choose Select. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 76
16.7. Cancel invoice Follow these steps to Cancel Invoice: 1. Select Invoices from the home screen. 2. Select an invoice with status new that you want to get products for. You can see whether the invoice has status of new, complete, partial or canceled in the bottom right corner of each invoice record. Hit More button. 3. Tap the button in the upper right corner and choose Cancel Invoice. 4. Select an opportunity and choose Select. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 77
Products 17.1. Add new product New product cannot be added using Mobile CRM. This is a server-side restriction. You have to use the desktop client to add a new product. 17.1. Edit product Products cannot be edited using Mobile CRM. This is a server-side restriction. You have to use the desktop client to edit products. 17.2. Browse product fields Follow these steps to browse the invoices fields: 1. Select Products from the home screen. 2. Select the product that you want to browse and hit More. 3. You see the basic info about the product. 78
Cases 18.1. Add new case Follow these steps to create a new Case: 1. Select Cases from the home screen. 2. Hit the + button in the upper right corner. 3. Fill in the necessary fields. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server 79
18.2. Edit case Follow these steps to edit the case fields: 1. Select Cases from the home screen. 2. Select a case and hit More button. 3. Change the fields that you need to. You can switch between Info, Activities and Notes tabs in the lower tab panel. 4. Hit the save button located in the upper right corner. 5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server. 80
18.3. Browse case fields Follow these steps to browse the cases fields: 1. Select Cases from the home screen. 2. Select the case that you want to browse and hit More. 3. You see the basic info about the case. In the lower tab panel you can switch between several tabs to see more related info: Info Activities Notes 81
18.4. Resolve case Follow these steps to resolve the case: 1. Select Cases from the home screen. 2. Select an open case and hit More button. 3. Tap the button in the upper right corner and choose Resolve Case. 4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 82
18.5. Cancel case Follow these steps to cancel case: 1. Select Cases from the home screen. 2. Select an open case and hit More button. 3. Tap the button in the upper right corner and choose Cancel Case. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server. 83