crm gadget android

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Fellow Consulting AG Ludwigstr. 21/Theresienstr. 6-8 80333 Munich Tel: +49 (0) 89 288 90 571 Fax: +49 (0) 89 288 90 45 Web: www.fellow-consulting.de Android Gadget Training

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Mobile App CRM Gadget for Oracle CRM on Demand Android

TRANSCRIPT

Page 1: CRM Gadget  Android

Fellow Consulting AG Ludwigstr. 21/Theresienstr. 6-8 80333 Munich

Tel: +49 (0) 89 288 90 571 Fax: +49 (0) 89 288 90 45Web: www.fellow-consulting.de

Android Gadget Training

Page 2: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

Index

2

1. Customizing the template1.1 Overview1.2 Load and save configuration1.3 Select entity1.4 Add more pages1.5 Show workspaces

2. Synchronizing

3. Adding3.1 Add Account

4. Search4.1 Searching

Page 3: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

1. Preferences

Page 4: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

1.1 Overview

Set up your Oracle account here

Page 5: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

1.2 Configure Preferences - Connection

Type in you OOD – login user name

Type in your OOD – password

Page 6: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

1.2 Configure Preferences - Transactions

Transactions for the tabs

Page 7: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

1.2 Configure Preferences - Filters

Filter configuration for example accounts

Choose Owner-Filter like in OOD

Page 8: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

2. Synchronizing

Page 9: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

2. Synchronizing

Start synchronisation

progress

Page 10: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

2. Synchronizing

Press Synchronize

Page 11: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

2. Synchronizing

Synchronisation progress

Page 12: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

3. Adding

Page 13: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

3.1 Add Account

Page 14: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

3.1 Add Account

For adding new account, press

„Menu“ at Andriod device

Menu will appear

Pressing „New“ add a new account

Page 15: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

4. Search

Page 16: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

4.1 Searching

Pressing „Search“ for searching in data sets ..

Menu will appear

For search, press „Menu“ at Andriod

device

Page 17: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

4.1 SearchingType your search

text there

Page 18: CRM Gadget  Android

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

Where People work together

18

Contact

Fellow Consulting AGLudwigstr. 21/Theresienstr. 6-880333 Munich

Phone: +49 (0) 89 28890 571Fax: +49 (0) 89 28890 45eMail: [email protected]