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With this mobile application, you can access many of the main functions of the system that have been tailored to business on-the-run. These include managing accounts, contacts, and activities; and viewing personalized reports. Changes made on your Android™ device are automatically updated in the system, over the Internet, online and in real time. |
In the Application and User Management work center, ensure that for each mobile work center view to be accessed on a mobile device, the user of the mobile device is assigned the related desktop work center view. For further information on how to assign access rights to mobile users, refer to the User and Access Management document in the administrator section of the online help. Eleven reports have been designated for mobile use in the standard system: Leads by Status, Sales Effectiveness Scorecard, Lead Conversion Rate, Opportunity Pipeline Analysis, Sales Reps by Revenue Won, Sales Reps by Revenue in Pipeline, Average Sales Cycle, Pipeline Analysis for Next 12 Months, Pipeline Health Scorecard, Pipeline Funnel, and Sales Summary (Current Year).
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Device Prerequisites This application has been optimized for use on Samsung Galaxy S™ and HTC Desire™ smartphones. Other Android devices should be able to run this application if they meet or exceed these minimum requirements:
Installation If your device meets the above requirements, you can proceed to install the application by downloading the application directly from the Android Market™.
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For information on how to operate your mobile device, refer to the device manufacturer's documentation. |
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When you edit data in the application, you must manually save changes (touch the device's menu button and choose Save. If you use the device's back button before you save your changes, you may lose all unsaved data. |
Use the filters on the Feed overview to select the feed updates you wish to view: All, System, People, or Private. To create a new feed update, press the menu button and choose New. To post your new update, choose Save and Close. Choose an update to view details. From the details view you can comment on the update and open mentioned items.
You cannot mention people or items, send private updates, or tag feed updates created on your Android device. |
You can display, edit and create accounts.
In the Accounts view, a yellow or red light next to an account indicates the status of the account in the system: a yellow light indicates that the account is in preparation and the red light indicates that the account is blocked. A yellow or red light does not stop you from processing the account on your mobile device.
In the overview, account address information and communication details are displayed in the General tab. Use the device’s menu button to display available actions.
Using the Contacts and Activities tabs, you can search for, display, and edit related contacts or related activities for the account. Select the contact or activity to open an overview. Here you can access contact information and communication details, as well as activities related to this specific contact, or to the account in general.
Choose ERP Docs to view sales quote or sales order documents generated by your SAP ERP system. Note: this tab does not contain any data unless your system has been configured to integrate sales documents from your SAP ERP system.
You can display, edit and create opportunities and leads.
In the Opportunities and Leads views, you can access worklists of opportunities and leads.
Select one to check the details, change data, or create related follow-up activities and documents.
You can also, for example, accept or decline a lead that has been assigned to you, create an opportunity from a lead, change the chance of success, or status, of an opportunity, or follow feed updates for a lead or opportunity.
For opportunities, choose ERP Docs to view sales quote or sales order documents generated by your SAP ERP system. Note: this tab does not contain any data unless your system has been configured to integrate sales documents from your SAP ERP system.
You can display, edit and create contacts.
Contact address information, communication details, and activities are displayed in the overview. Use the smartphone's menu button to change a contact’s general data or Add to create a contact by entering the contact's name, address, communication details and more.
If you create a new contact for an existing account, you can search for and select the account ID of the account in the Account/Partner field.
If there is a photo of the contact in the system, it is automatically displayed.
You can display, edit and create activities.
In the overview, use the menu button and select Edit to change an activity. The system proposes values for many of the fields, for example: organizer, dates and times, category, and priority. You can manually change these values and search for and select other values, such as the account and the contacts for the activity.
You can display, edit and create appointments.
In the Today’s Appointments view, you can review and edit your appointments for the current and next day.
Select a report to open the report and display it in graph form. In the graph view, you can select each bar to view its values and description.
Use the menu button to edit a report and then sort and filter it. You can also zoom in (magnify) or switch between graph and table display.