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1. 13 12 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 2015 08 03 Page 58 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software Customer VinaTalk gt Name CB server software quote Currency EURO Price List Wholesale gt TotalAmount 1230 00 Discount 10 00 Discount 0 00 Freight 1230 00 Ship Parkers evenue 5 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 fal F Alao 09 34 4 Appointment ki 2015 08 03 Page 59 80 Connecting L Software Connect Bridge Mobile CRM Android User Manual Connecting Software Pick Action 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 immediately 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 d e OF atla 4 09 34 ad Appointment f e 13 12 2 Create new quote To create new quote tap on t
2. 09 34 lt Appointment p d 2015 08 03 Page 35 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 7 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 e Faxes e Letters e Service appointment To display details about a specific activity select the activity from the list by tapping on the item E F ala7 f 08 13 Activities GW Total of 35 items Search text Call the boss WEN 30 01 2015 08 04 Completed Re business trip 01 02 2015 08 04 01 02 2015 Open Offer from the marketing 06 02 2015 08 04 06 02 2015 Open email to lawyer 31 01 2015 08 04 01 03 2015 Open Appointment with 30 01 2015 08 04 31 03 2015 Open Workshop 30 01 2015 08 04 Completed Meeting with Mr Mark 01 02 2015 08 04 01 02 2015 Open 2015 08 03 Page 36 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 7 1 Activity filter Mobile CRM ap
3. Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software Pla C F l51 4 08 45 ad Opportunity Info Topic 10 Dal licenses Customer Isac Selenka Currency EURO Price List Wholesale Revenue IY System Calculated Est Revenue 235 00 Rating Warm 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 a OQ F allao F 09 34 lt Appointment ki d 2015 08 03 Page 45 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 9 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 F al51 4 08 43 al51 08 44 Leads BC Total of 5 items Leads 4 To
4. Q F alao F 09 34 Appointment f d 2015 08 03 Page 41 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 8 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 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 F al51 08 44 d D e F de ig 08 45 lt Opportunities fe Total of 5 items ad Opportunities Total of 5 items da 10 Dal licenses 235 00 Isac Selenka Warm Search text 10 Dal licenses 235 00 Isac Selenka Warm 100 tires for dirtbike 2350 00 Dust amp Cover Hot 3 CB server licenses 568 00 VinaTalk Warm 15 Cal licenses 1500 00 Isac Selenka Warm 56 Bike frames 356 00 PDV soft co WEI Ei ER Ei d E Ei E Boge PT oa e a R Warm ESE PT tbe ict t LI kx gt Sym 4 English UK gt w 4 13 8 1 Opportunity detail page The opportunity detail page displays detailed information about the selected opportunity The user can modify the opportunity by changing the data in the spe
5. Software Connect Bridge Mobile CRM Android User Manual Connecting Software Total of 5 items Total of 5 items Search text Chain too tight PDV soft co Normal Package damaged Dust amp Cover High Decals printed wrong VinaTalk Normal Package damaged Dust amp Cover High Decals printed wrong VinaTalk Normal Broken main shaft PDV soft co High E Ei no d E Ed E Flat tires Dust amp Cover SP beh dt bid bey gd BHW t ch Ech icbbpb a 53 K 4 English UK gt Sym A nglish UK e 4 13 13 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 2015 08 03 Page 62 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software Title Broken main shaft Customer PDV soft co Subject Priority High Satisfaction Neutral Status Reason In Progress 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 e D b k 09 34 Appointment ki 2015 08 03 Page 63 80 Connecting L Software Connect Bridge Mobile CRM Android User Manual Connecting Software Pick Action 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
6. A Wed e nn TEE 11 SO EI AYSIU EE 13 12L Main Meng Iems d EE 14 13 Functionality description EE 15 Lot MapD ME 15 EES Call COGS aC EE 18 13 3 Calendar e LEE 19 13 4 Accounts DAG TEE 21 13 4 1 Account detail e TEE 22 13 4 1 a Account detail page functionality sssssessssssnrrsnrnrrrnrrrnnnrrrnnrerenrennne 23 e Ee eene e Ee fe Le 25 TDA Ce ace MCW EE EE 25 EE EE 28 13 5 1 Contact detail page EEN 29 13 5 1 a Contact detail page fupnconaltv NENNEN EEN NEEN 29 13 5 2 Contact detail edit Dade NEEN NEEN EEN NENNEN ENEE 31 1 Ce ace MCW COMIC e 31 2015 08 03 Page 2 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software KE Dee Tee te 33 13 6 1 Product detail e e TEEN 33 152652 Creare NEW PROG UC EE 34 Ie Activites 9 AC LEE 36 e a ls eg Ae TEE 37 13 7 1 a Filter data by typing a search etring cece eee eeeeeeeeeaeeeeeaaeeeeeeeneeees 37 13 7 1 b Filter data by tapping on magnifying Oase 37 TD Pee CL VIE e Tee e 39 135 7 gt Create NEW EEN ee EE 41 EEGENEN et er A ee er er rer cr re 42 13 9 1 Opportunity detail PaCS ee 42 E Create new opport nily EE 44 Te CAG S e LC 46 13 9 1 Lead e ge e TEE 46 WS Cl Cale NeW e EE 48 EE EE Ee 49 13 10 1 Order detail EE 50 13 10 2 Create new ee EE 52 Loet INVOICES e TEE 53 e a E Ba TY Ole detall e TE 54 13 112 Create NEW INVOICE eege EE Ee 56 ie e ee 57 13 12 1 Quote detail e e EE 58 WD er E Wh Cate NeW e e 60 E Wee ase Le EE 61 13 13 1 C
7. Opportunities List of opportunities Accounts List of acCCorlg Quotes List of quotes Contacts List of coacta p Invoices List of invoices Products List of proin AT BID Orders List of sales orders Activities List of actrities Cases List of cases Leads List of leads i ist of lea Settings App settings Opportunities List of opportunities About App description Quotes 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 QF ala7 4 08 05 Mobile CRM If a 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 2015 08 03 Page 8 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software d E F alao f 09 34 ad Appointment e 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 og F uh49 4 09 34 ad Appointment a 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 action
8. York USA 33541 2288446637 andrewscott gmail com Page 24 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 4 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 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 F atla G 08 10 Account f Account Name VinaTalk E mail andrewscott gmail Main Phone 2288446637 Fax Web Site Street Park evenue 87 City New York Country USA ZIP Postal Code 33541 Post office box Province 13 4 3 Create new account Mobile CRM supports several ways how to create new account The user can create new account via QR code or by manually creating a record 2015 08 03 Page 25 80 Connecting Software Connect Bridge Mobile CRM Android User Manual ae 7 43 Accounts QA Add Item Scan QR Code Martin Volac Gr trasse 12 PDV soft co VELEL Park evenus Connecting Software To create new acco
9. bei 4 Settings bei General Data Online Mode Wifi Only Products Auto Sync Enabled OFF Activities Sync Option All Records per Item 100000 Leads Max Size of 1000 Attachment in Kb Opportunities Account Wizard Open Wizard Quotes Theme Light Invoices Map ON Background Agent Orders GENERAL GENERAL 13 15 1 General settings description The first pivot page on the settings page is General settings where all settings regarding the application can be modified 13 15 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 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 13 15 1 b Auto Sync The user can choose when to process the synchronization or submit queries directly to the CRM server To enable this functionality the user has to enable Auto Sync When enabled a combo box is displayed with following options gt On start the synchronization is executed only when the application starts 2015 08 03 Page 67 80 Connecting Software Connect Bridge Mobile CRM Android User
10. can edit the record as required 2015 08 03 Page 52 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software F alas fA 10 45 Info Customer VinaTalk gt Name Akasa CPU cooler Currency USD b Price List Total Amount 120 00 Discount 12 00 Discount 10 00 Freight 120 00 Ship Street 5th evenue 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 F al49 09 34 Appointment ki d 13 11 Invoices page Invoices page contains information about the available CRM invoices To display details about a 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 53 80 Connecting Software Connect Bridge Mobile CRM Android User Manual F alaa 2 11 15 Invoices Total of 5
11. 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 2015 08 03 Page 75 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 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 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 a error message is displayed in case a problem occurs d F dl Lf 12 12 Fa Account
12. 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 11 Look amp feel 11 1 Themes The user can also choose from two application themes e Dark theme e Light theme 2015 08 03 Page 11 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software The themes can be changed by 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 application has to be restarted in order to apply the settings OQ F alao EA 09 43 QF adlar Mobile CRM 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 2015 08 03 Rat 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 Page 12 80 Connecting Software Connect Bridge Mobile CRM Android User Manual 12 Main m
13. items Search text 125 00 Active 25 00 Bike prices PDV soft co Go Pro camera prices Isac Selenka Active a t Sym 13 11 1 Invoice detail page The invoice detail page displays detailed i Bike prices PDV soft co Go Pro camera prices Dal Cal license prices Dust amp Cover Active Dust amp Cover Micheline tires 100 00 VinaTalk Active Isac Selenka CB Gateway license 3 00 Martin Volac Active 1 Dal Cal license prices 5 00 qwe Connecting Software Invoices Total of 5 items 125 00 Active 25 00 Active 5 00 Active LEE LEE HHH H RW ich WW fa Wf fa mi e 4 Sea 4 English UK gt el nformation about the selected invoice The user is able to edit the record as required by changing the content of the fields 2015 08 03 Page 54 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software dk lt q Invoice Info Info Customer PDV soft co Name Bike prices Currency EURO Price List Wholesale gt TotalAmount 125 00 Discount 10 00 Discount 3 00 Freight 135 00 Ship Street 3rd evenue 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 fal F Alao 09 34 4 Appointment P 2015 08 03 Pa
14. tap on the day in the Week view that was loaded 13 4 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 tapping on the item The user can use filter to look for a specific account by typing a 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 e kA dag 08 08 F al47 08 09 Accounts Accounts be Total of 5 items Total of 5 items Search text PDV soft co PDV soft co 3rd evenue 102345 Chicago 3rd evenue 102345 Chicago Dust amp Cover Stefanikova 905 01 Kosice VinaTalk Park evenue 87 33541 New York Martin Volac Grunstrasse 12 102345 Vienna Isac Selenka 1 2 3 4 5 6 de 8 9 0 Holeho 124 905 40 Bratislava a u ia m EP Pb bor gd BHW t E Wb bd ei e We Sym k 4 English UK gt w 4 el 2015 08 03 Page 21 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 4 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 account email and account website The account detail page also contains data about entities that are associated with currently displayed a
15. 30 01 2015 08 04 11 04 05 00 Call the boss Call the boss 30 01 2015 08 04 11 04 30 01 2015 08 04 11 04 06 00 Appointment with customer Appointment with customer 30 01 2015 10 04 11 04 30 01 2015 10 04 11 04 07 00 Appointment with customer orde Appointment with customer orde 30 01 2015 10 04 11 04 30 01 2015 10 04 11 04 GE Workshop Call the boss 30 01 2015 08 04 30 01 2015 08 04 Weekly meeting 0900 31 01 2015 08 04 12 04 i 10 00 email to lawyer Appointment with H Appointment with 31 01 2015 08 04 08 04 30 01 2015 10 04 30 01 2015 10 04 11 00 Weekly task 31 01 2015 08 04 12 04 aye 12 00 Fix issue 157 SZ data 08 08 Calendar Month January 2015 Tue Wed Thu 1 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 2015 08 03 Page 20 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 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
16. Info Stefanikova 708 Kosice 905 01 933771155 emailSelenka def com 2015 08 03 Info Stefanikova 708 Kosice 905 01 933771155 emailSelenka def com Info Stefanikova 708 Kosice 905 01 933771155 emailSelenka def com Page 30 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 5 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 OQ F ala7 bg 08 12 Contact bi Customer PDV soft co Last Name Selenka First Name Jozef Mobile Phone Business Phone 933771155 E mail emailSelenka def c Fax Web Site Street Stefanikova 708 Kosice 13 5 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 31 80 Connecting Soft
17. Manual Connecting Software gt On change the synchronization and submitted queries are executed when any entity is successfully modified by the user modified and saved 13 15 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 13 15 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 13 15 1 e Max Size of attachment in Kb Option to restrict the size of attachment that is downloaded to the device Attachments are not available yet 13 15 1 f Account wizard Option to manage user account Description of the functionality is described in separate chapter later in this document 13 15 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 13 15 1 h Map Option used to enable or disab
18. O1 HC_product2 35 00 HC02 HC_product3 2225 00 HC03 HC_product4 K 340 00 HC_pd1 HC_product5 400 00 HC_KRK07 13 6 1 Product detail page The product detail page displays detailed information about the selected product By default the user is allowed only to view the product details 2015 08 03 Page 33 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software p k O F ala7 Fi 08 13 ad HC_product1 Name Product ID Product type Standard costs List price Quantity on hand 13 6 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 34 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software O F ala7 4 08 13 4 HC_product1 Name Product ID Product type Standard costs List price Quantity on hand 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 a OQ F h49 F
19. Software F alsi 08 44 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 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 OQ F 49 K 09 34 st 4 Ka Appointment e e 13 9 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 48 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software F al5i 08 44 Topic Mailed interest on CB server Company Name PDV Soft Last Name Choo First Name Alan E mail alanchoo pdv Ve soft com Mobile Phone 456823028 J Business Phone A Rating d Job title Web site 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 a
20. TE 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 77 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 19 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 Pla C F ala7 pa 08 05 a Mobile CRM SC 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 d
21. Wizard Crm Login Example Viet cns com Crm Password Re Password Crm ServerUrl Example https crm cn Return Demo Account can not be modified Please create new Account 13 18 Background Agent The background agent is used to enable Toast messages and update main Tile on 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 2015 08 03 Page 76 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software in order to start the background agent When the user declines the Background Agent switch will be set to OFF position Warning Background agent enables to use TOAST notifications and updates Tiles pined to start for CB MobileCRM Do you want to allow toast notifications 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 NO
22. a Connecting Software Connecting Software Connect Bridge Mobile CRM Android User Manual Summary This document describes the Android 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 29 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 User Manual Connecting Software Table of Contents Re 5 A IM St OG aud NC Ooo cree pty umane sets oatnia eoue nose oemieaeeemamen eecceneiiee nec ceeesceeramncateces 5 SRO Eeer 5 3 1 Minimal recommended bardware NNN ENER ENER ERR ERNENEN NNN NNN EEN NEEN ENNEN ENEE 5 e a UE e EE 6 5 Updating Ne ap EE 6 6 Memory and disk space regulremente 6 L i eee ee ee ee eee eee ee 7 EE EE 7 7 1 1 What is e el tege nn el e EE 7 7 2 Web service security gege de EE RAR SEET EE dd 7 EE eegen e E he EE 7 o Supported Ee Ee EE 7 Basi aD Daly Ube E 8 1 APSE Tie e E Dn EE 11 E LOOK EE EE 11
23. act displayed on the info page are contact address contact phone number contact email contact website and account related to the contact 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 emails phone calls tasks appointments quotes invoices orders and opportunities O F al47 EA 08 11 O F ala7 4 08 11 Jozef Selenka N ad Jozef Selenka Info E mail Info mail Stefanikova 708 Stefanikova 708 Kosice Kosice 905 01 905 01 933771155 933771155 emailSelenka def com emailSelenka def com To display details about any associated entity swipe to the left or to the right side in the list The app is going to navigate to a new page with details about the selected item 13 5 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 2015 08 03 Page 29 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software the icon button is tapped the application navigates to contact edit detail page where the use
24. ase detail PAGS EE 62 13 13 2 Create REES 64 13 14 Notes add notes read notes 65 Mee CURING SID e 66 13 15 1 General settings Oescripoton een 67 Ee BER ONNE el 67 E Re e AUO OV EENG 67 e ak Pogo jens i ree ee ee ee ee ee 68 13 15 1 d Records per CIN eege 68 13 15 16 Max SIze 0f attachment IN Etgen gege Eege 68 SC e Kn Deg ACCOUNT WIZI EE 68 2015 08 03 Page 3 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software e E Be ORK ann EN 68 KE HR e EE 68 E RN RW Background AG En EE 68 13 15 1 j Delete DEG EE 69 13 15 2 Data settings description EEN 69 E ADOI EE 70 13 17 Account wizard page geg 70 E d fer L Cereale NEW Le een EE 71 E Ze e Ee ne Ee EE 73 13 17 Modify EE 74 RG Pens BICK TONT AG E E E AE er re 76 13 19 Synchronization PuncHonaltty NEEN NEEN EEN 78 14 HOW to CONMeCE to ET 79 15 dE 80 15 1 I cannot connect to my CRM server NNN NENNEN ENER NN NN NNN NN ENEE NEEN E 80 2015 08 03 Page 4 80 Connecting Software Connect Bridge Mobile CRM Android 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 smart phone devices running Android operating system Tablets Phones This document provides a general overview of the application and its functionality The c
25. ay 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 69 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 16 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 OQ F dl39 bg 12 11 About DK Version V1 4 Connect Bridge Mobile CRM Connect fey Bridge Developed by Connecting Software Connecting L software www connecting software com Contact support connecting software com Privacy Policy 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 Mi
26. 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 synchronization when offline mode is selected depending on the users predefined settings OF ala9 4 09 34 Appointment f e 13 13 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 64 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software A F dla Lg 12 07 Title Broken main shaft Geiger PDV soft co Subject Priority High Satisfaction Neutral Status Reason In Progress 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 E F alao f 09 34 Appointment P 13 14 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 the ent
27. ccount Each entity type has its own pivot page with the list of associated entities Currently Mobile CRM shows associated contacts emails phone calls tasks appointments quotes invoices orders and opportunities DZ data 08 09 DZ data 08 09 VEREIS VinaTalk N Info Info Park evenue 87 Park evenue 87 New York New York USA USA 33541 33541 2288446637 2288446637 andrewscott gmail com andrewscott gmail com To display details about any associated entity swipe to the left or to the right side in the list The app is going to navigate to a new page with details about the selected item 2015 08 03 Page 22 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 2 all 48 pq 10 04 VinaTalk NX Contacts Search text Martin Hadaka emailHadaka def com 13 4 1 a Account 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 tele
28. cific fields 2015 08 03 Page 42 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software C F l51 pa 08 45 Opportunity Info Topic 10 Dal licenses Customer Isac Selenka Currency EURO Price List Wholesale Revenue IY System Calculated Est Revenue 235 00 Rating Warm 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 bE Q F al49 09 34 4 Appointment ki 2015 08 03 Page 43 80 Connecting L Software Connect Bridge Mobile CRM Android User Manual Connecting Software F Ae D 08 45 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 depending on the users predefined settings d OF alao f 09 34 a Appointment P d 13 8 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 44 80
29. crosoft Dynamics CRM Disclaimer It is 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 13 17 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 the internet If the user needs help tap on the info icon next to the Create new account button and web browser with step by step guide on how to create new account is displayed 2015 08 03 Page 70 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software E F also f 12 11 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 o Existing Account Modify Current Account 13 17 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 2015 08 03 Page 71 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software A F al39 bf 12 12 Account Wizard Email Example vinapuk gmal SN Crm Login Example Viet cns com Crm Password Re Password Crm Serv
30. d 2015 08 03 Page 27 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 5 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 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 DZ data 08 11 kel SES 2 FA dl 41 7 08 11 Contacts fe Contacts BR Total of 6 items Total of 6 items Search text Jozef Selenka Jozef Selenka emailSelenka def com emailSelenka def com Otakar Zeleny Stanislav Branko zeleny def com branko contoso com Jozef Rybarik Jozef Hrubsa Rybarik contoso com emailHrubsa Hrubsa com Stanislav Branko branko contoso com Jozef Hrubsa 1 E bs bob o S be emailHrubsa Hrubsa com wert m D fe Martin Hadaka q y R emailHadaka def com ESE PT rb e ES n t Wb Wei e We WW 4 English UK gt i Sym JE 2015 08 03 Page 28 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 5 1 Contact detail page Contact detail page contains information about a specific contact The basic information about the cont
31. e 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 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 79 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 15 Troubleshooting 15 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 i
32. e appears The user has to specify the preferred order for all of the items and then confirm the setup by tapping on OK button m 12 15 em 12 15 d Settings Fl Ley Reorder items Default order User specified order Data Products C Activities C Leads C Opportunities C Map Scan Code Calendar Accounts Contacts Products Activities Leads Opportunities Quotes Quotes q Invoices J Orders g Cases 7 Main menu Invoices Orders Cases Settings About 2015 08 03 Page 14 80 Connecting fey Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 Functionality description 13 1 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 in the search string into the search bar located the title frame Displayed pushpins will be filtered and only pushpins containing the search string will be displayed QF ala7 A 08 06 KN KIK Satelite Green Mailed interest on CB server Mailed interest on CB server Mailed interest on CB server Te Mailed interest on CB server a for 2 K he s TE WW WW a Nortl United States KN Atlant a Ocea Mexico South EN Pacific GoogleOcean f Google s G i and E Google c 2015 Google Imagery 2015 NASA Page 15 80 2015 08 03 Connecting Software Connect Bridge Mobile CRM Android Us
33. e 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 el F afl 47 ua 08 14 Activities Qn le Total of 35 items AE Activities GW Total of 35 items O F ala7 bf 10 15 Activities Qn mte Total of 35 items Activity Activity Activity View View View All Due Due Due Phone Call Fax Overdue a Letter Search text Today confirm or 01 02 2015 08 Tomorrow en confirm Email 01 02 20150 Task Fix issue 31 01 2015 0 Service Appointment Call the boss 30 01 2015 08 04 Completed Fix issue 1 Next 7 Days 31 01 2015 08 en Re business trip 01 02 2015 08 04 01 02 2015 Open Next 30 Days Offer from the marketing S Finish repi Finish rei Appointment 06 02 2015 08 04 06 02 2015 Open 4 30 01 2015 08 Next 90 Days ed 30 01 2015 zupu ompetrea email to lawyer Next 6 Months 31 01 2015 08 04 01 03 2015 Open Next 12 Months 2015 08 03 Page 38 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 7 2 Activity detail page Each activity detail page displays information about a specific activity type Each activity type has different layout according to the content of the activity The user can edit the record by modifying the content of the rows E F lor f 12 53 Regardi
34. e user the user is allowed or prohibited to edit the order Not yet available 2015 08 03 Page 50 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software F alas k 10 45 Info Customer VinaTalk gt Name Akasa CPU cooler Currency USD Price List gt Total Amount 120 00 Discount 12 00 Discount 10 00 Freight 120 00 Ship Street 5th evenue 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 G F Alao 09 34 4 Appointment ki 2015 08 03 Page 51 80 Connecting L Software Connect Bridge Mobile CRM Android User Manual Connecting Software E R atlas kA 10 47 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 synchronization when offline mode is selected depending on the users predefined settings 49 wg 09 34 13 10 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
35. ected 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 F al49 09 34 Appointment ki d 13 12 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 A search box appears and the user can type in the search string 2015 08 03 Page 57 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 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 OQ F al 44 pa 11 16 OF alae fA 11 16 Quotes fj Total of 5 items Quotes WC Total of 5 items Search text Helmet quote pink 25 505 00 PDV soft co Active Boots quote Lether 15 235 00 Dust amp Cover Active CB server software 1230 00 VinaTalk Active Helmet quote blue 10 50 00 Martin Volac Active Bike frame quote 120 984 00 PDV soft co Boots quote Lether 15 235 00 Dust amp Cover Active KELLER UE SP Pech Pt bid R Active gd BHW 1 LUUT Kx sec K 4 English UK gt Sym gas i
36. efined 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 synchronize 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 78 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 14 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 sensitiv
37. enu Connecting Software Main menu contains the list of available application 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 Map e Scan Code e Calendar e Contacts e Accounts e Settings e About SZ al47 08 05 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 2015 08 03 F das oo Mobile CRM SC List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices Orders List of sales orders Cases List of cases Settings App settings About App description Page 13 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 12 1 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 and select the page Data On the page tap on the Reorder items button After tapping on the button a page where the reordering is don
38. er Manual Connecting Software SS Ada 4 09 48 Map Satelite AE Finland Iceland Sweden 1 Norway I United W I Kingdom bey E A gao L CN ud N se E ae Germ n Ukraines N Semans FA d Ae Kazakhstan K dr a nr Italy AN A A EEN Spain YOR NA L j Turkey p a aS A 5 K Algeria Libya Egypt d d po ae _ Saudi Arabia LLLLILLLIL he iebhL EP ELL ich Zee a e u S e FXeCvenm ae We Sym e z 4 English UK gt wg 4 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 2015 08 03 Page 16 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software F ala7 A 08 06 Pick Action 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 o
39. erUrl Example https crm cn Next 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 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 2015 08 03 Page 72 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 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 sim
40. ge 55 80 Connecting L Software Connect Bridge Mobile CRM Android 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 stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings OQ F th 49 4 09 34 Appointment e e 13 11 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 56 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software F Alaa 11 15 Invoice Info Info Customer PDV soft co Name Bike prices Currency EURO gt Price List Wholesale Total Amount 125 00 Discount 10 00 Discount 3 00 Freight 135 00 Ship Street 3rd evenue 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 sel
41. he 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 60 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software ei 111 44 ta 1 d d Info Customer VinaTalk gt Name CB server software quote Currency EURO Price List Wholesale gt TotalAmount E 1230 00 Discount 10 00 Discount 0 00 Freight 1230 00 Ship Street Parkers evenue 5 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 synchronization when offline mode is selected depending on the users predefined settings F al49 09 34 Appointment ki d 13 13 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 by 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 61 80 Connecting
42. ity 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 2015 08 03 Page 65 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 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 9 22 13 15 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 66 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software F al39 LZ 12 10 QF dl 40 ba 12 10 Settings
43. le the map functionality as well as Localization service When turned off the Map page will not be displayed in the main menu 13 15 1 i 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 This is not yet available 2015 08 03 Page 68 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 15 1 j 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 13 15 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 main 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 displ
44. n Example Viet cns com be U 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 during the account verification the user is notified by error message 13 17 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 2015 08 03 Page 74 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 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 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
45. n 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 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 2015 08 03 Page 17 80 Connecting L Software Connect Bridge Mobile CRM Android User Manual Connecting Software e F fl 40 m E Satelite Mlynsk Pezinsk 5098 74 via Route 2 and Route 503 6 min without traffic toli te X Zamocky park Malacky TO AEE VINOHRADSKE VINOHRADSK START NAVIGATION via Route 2 and Pezinsk 6 min without traffic via Kuku nova and Pezinsk 6 min without traffic 2015 Google Map data 2015 Google 13 2 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
46. nd prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings F al49 09 34 Appointment ki d 13 10 Orders page 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 by 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 49 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software F Alas kA 10 46 Orders f Total of 5 items Q F alas pg 10 45 Orders E Total of 5 items Search text Platinum Oil Bottles 23 00 PDV soft co Active Akasa CPU cooler 120 00 VinaTalk Active DAL licenses 120 00 Isac Selenka Active Desulfators KA15 K 1000 00 Martin Volac Active RC helicopters Trex450 25 00 PDV soft co Akasa CPU cooler 120 00 VinaTalk Active KELLER oS S e a u a m e bid bey gd BHW Active t ch Ech icbbpb a 53 K d English UK gt Sym A nglish UK e 4 13 10 1 Order detail page The order detail page displays detailed information about the selected order Depending on the access rights of th
47. nfo 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 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 80 80
48. ng Regarding Subject Workshop To Subject confirm order 10 157 Scheduled Start 18030 2015 8 4 Cc iue Dalk Feb 1 2015 11 4 Subject Call the boss i Scheduled End Jan 30 2015 11 4 Duration 1 Regarding Description Priority Low d send a fax to confirm customer order number 10 1578 Description New opportunity for Sales team contact me asap OF alao 4 12 55 S Appointment fm Regarding Regarding To Subject Check status of deliv Subject Appointment with cu de Due Date Feb 1 2015 8 4 Scheduled Start Jan 30 2015 10 4 Subject Marketing departmer g aep Duration Scheduled End Jan 30 2015 11 4 Regarding Description Priority Low Description Check the state of the delivery Received documents from marketing department 2015 08 03 Page 39 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software Regarding Subject Workshop Priority Low j Due Date Feb 1 2015 11 4 Duration 0 Description business meeting with Mr Mark from PDV soft company 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 for each activity tap on the additional actions icon A context menu appears and the user can choose the action to execute F al49 09 34 Appointment To save the modified data and upda
49. ontent 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 device running Android operating system V3 2 or newer There is no other specific requirement on the hardware all devices running Android V3 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 256 MB Free disk space 1 GB Display resolution WVGA 800 x 480 Touch screen technology Wi Fi 3G Processor 1 GHz 2015 08 03 Page 5 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 4 Installation To install the app visit Google Play app store and type the app name into the search box 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 a
50. phone icon in the main title frame or tap on the telephone icon in the list When the icon button is tapped the application shows a message 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 the user is prompted to choose an email client that should be used to send the email After the user chooses the email client email editor is opened and the user can type the email content 2015 08 03 Page 23 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software To navigate to website for the current account select the website from the list and tap on the info icon in the main title frame or tap on the info icon in the list When the icon button is tapped the user is prompted to choose in what browser to display the page if more than one browser is available or opens the default browser and displays the page F al47 4 08 09 KA O F ala7 bg 08 10 po fl O F al47 pg 08 10 VinaTalk NIFI lt VinaTalk A VinaTalk Kes Info Park evenue 87 New York USA 33541 2288446637 andrewscott gmail com 2015 08 03 Info Park evenue 87 New York USA 33541 2288446637 andrewscott gmail com Info Park evenue 87 New
51. plication 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 typing a search string e Filter data by tapping on magnifying glass 13 7 1 a Filter data by typing a search string When filtering data using this option type in a search string into the search box under title menu The list of activities is filtered and only activities that match with the search string appear DZ h47 pg 10 13 Activities GW Total of 35 items confirm order 10 1578 01 02 2015 08 04 01 02 2015 Open Fix issue 157 31 01 2015 08 04 01 02 2015 Open Finish report N5 30 01 2015 08 04 Completed E ia D a o o A a So Gi fan fel m e pa ee ee fe p SESE PT ai fg DP Tt bi bd Wd bh e We d i Sym z 4 English UK gt 4 13 7 1 b Filter data by tapping on magnifying glass When filtering data using this option tap on the title frame 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 2015 08 03 Page 37 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software When th
52. ply 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 13 17 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 2015 08 03 Page 73 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software e CRM Password Password used to login to the users CRM server e Re Password field for retyping the password to make sure that the password is correct d OQ F EAT 12 12 Fa Account Wizard Crm Logi
53. r 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 shows a message 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 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 the user is prompted to choose an email client that should be used to send the email After the user chooses the email client email editor is opened and the user can type the email content To navigate to website for the current contact select the website from the list and tap on the info icon in the main title frame or tap on the info icon in the list When the icon button is tapped the user is prompted to choose in what browser to display the page if more than one browser is available or opens the default browser and displays the page To show detail about related Account select the account detail from the list and tap on the account icon in the main title frame or tap on the account icon in the list When the icon button is tapped the app navigates to the account detail F LA 08 12 KA C F ala7 f 08 12 OQ F d t 08 12 Jozef Selenka N a Jozef Selenka A Jozef Selenka ex
54. s tap on the additional actions button d E F alao f 09 34 lt Appointment fd The content of the displayed page is visible under the title frame 2015 08 03 Page 9 80 Connecting Software Connect Bridge Mobile CRM Android User Manual KN 2 i 47 E 08 05 Mobile CRM Gig 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 Connecting Software 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 2015 08 03 Accounts Total of 5 items Page 10 80 Connecting L Software Connect Bridge Mobile CRM Android User Manual Connecting Software 10 First time run When the application is run for the first time local database is created in the applications internal 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 OQ F al46 E 08 05 The application is run for the
55. tal of 5 items Search text Alan Choo Hung Pham alanchoo pdvsoft com phamhung seta com Hung Pham phamhung seta com Jackie Nguyen jackienguyen jracing com Ippoe Makunouchi makunouchilppoe techcorp com E a Ei ER Ei eee Ondrej Kabela okabela studio com ci W IE m PT bid o p ESE PT o a e ES n t Wb Wei e We Sym 4 English UK gt eg 4 13 9 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 The Lead detail page supports sending email and making direct call To send email tap on the email icon next to the email field To make a call tap on the telephone icon next to the mobile phone or business phone field 2015 08 03 Page 46 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software OQ F al51 14 08 44 Topic Mailed interest on CB server Company Name PDV Soft Last Name Choo First Name Alan E mail alanchoo pdv Ve soft com Mobile Phone 456823028 Business Phone A Rating d Job title Web site 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 de S e fl 49 Ke 7 09 34 4 Appointment ki 2015 08 03 Page 47 80 Connecting L Software Connect Bridge Mobile CRM Android User Manual Connecting
56. te 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 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 F Alao kA 09 34 Appointment a 2015 08 03 Page 40 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 7 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 A F dlar va 08 14 Pick Action Appointment Email Fax Letter Phone Call S Appointment Task 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
57. the Scan Code button and a page with the camera feed appears 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 18 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software mem 7 26 me 7 39 lt Scan Code lt Scan Code Create Account Create Contact 13 3 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 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 2015 08 03 Page 19 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software F al47 08 06 KEE HS Aas gg 08 07 HS Aan 08 07 Calendar Calendar Calendar Agenda All Day Workshop Workshop 30 01 2015 08 04 11 04
58. unt by scanning a QR code tap on the advanced actions icon in the application title in the list of available accounts page and tap on Scan QR Code A page with camera feed appears Scan the desired QR code and after code is scanned account detail edit page with prefilled fields will be displayed The user can further edit the record and save or discard the action as required To create new account manually tap on the advanced actions icon in the application title in the list of available accounts page and tap on Add Item and account detail edit page with new blank record will be displayed The user can edit the record as required 2015 08 03 Page 26 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software SS dlar 08 10 Account bei Account Name VinaTalk E mail andrewscott gmail Main Phone 2288446637 Fax Web Site Street Park evenue 87 City New York Country USA ZIP Postal Code 33541 Post office box Province 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 F th 40 fA 09 34 Appointment p
59. utomatically when the user enabled this functionality 6 Memory and disk space requirements Mobile CRM app uses a local database file stored in the devices isolated 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 128 Mb of memory available on the device to provide smooth application run 2015 08 03 Page 6 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 7 Security 7 1 Application sandbox 7 1 1 What is application sandbox Application sandbox is used to store local data on an Android phone All I O Operations are restricted to 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 ser
60. ver 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 internal 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 The Mobile CRM application is designed to work with Android devices Any tablet or phone device running Android V3 2 or never 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 80 Connecting Software Connect Bridge Mobile CRM Android 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 two parts e The title frame e The page content E F ala7 f 08 05 Mobile CRM SC GL Man Cu Shows map List of leads Calendar Shows agenda
61. ware Connect Bridge Mobile CRM Android User Manual Connecting Software OQ F al47 4 08 12 Contact bei Customer PDV soft co Last Name Selenka First Name Jozef Mobile Phone Business Phone 933771155 E mail emailSelenka def c Fax Web Site Street Stefanikova 708 Kosice 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 predefined settings E F alao f 09 34 Appointment p d 2015 08 03 Page 32 80 Connecting Software Connect Bridge Mobile CRM Android User Manual Connecting Software 13 6 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 the 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 F ala7 G 08 13 Products Total of 5 items Search text HC_product1 25 00 HC

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