Download 3 - Fellow Consulting AG

Fellow Consulting AG
Content
1. Introduction ............................................................................................................ 3
2. Installation ............................................................................................................... 3
2.1. System requirement ............................................................................................... 3
2.2. Where to get the software ...................................................................................... 3
2.3. Software installation............................................................................................... 4
3. User Manual ............................................................................................................. 5
3.1. First start ................................................................................................................. 5
3.1.1. Understanding about CRM Gadget icon ............................................................... 5
3.1.2. Getting started the application ............................................................................... 5
3.2. Main Menu ............................................................................................................. 6
3.3. Setting ..................................................................................................................... 7
3.3.1. Preferences ............................................................................................................ 7
3.3.2. Synchronize ........................................................................................................... 9
3.4. Modification flag................................................................................................. 10
3.5. Entering Transaction records ......................................................................... 11
3.6. Search for object records ................................................................................. 11
3.7. Search filters in object records ....................................................................... 12
3.8. Edit records ......................................................................................................... 12
3.9. Delete records..................................................................................................... 14
3.10. Create new records ......................................................................................... 15
3.11. Action buttons .................................................................................................. 16
3.11.1. Clone ................................................................................................................. 16
3.11.2. Log Call ............................................................................................................. 16
3.11.3. Visit Report ....................................................................................................... 17
3.12. Related objects ................................................................................................. 17
3.12.1. Insert Objects as relations.................................................................................. 17
3.12.2. Delete related objects ........................................................................................ 19
3.12.3. View related objects in record detail ................................................................. 19
3.13. Merge Contacts to address book ................................................................... 20
3.14. Facebook and Linked-­‐In ................................................................................. 21
3.15. Favorites (add, remove and view)................................................................ 22
3.16. Configuring email in contextual menu and sending a message to contact ......................................................................................................................... 23
3.17. Call a contact ..................................................................................................... 23
3.18. Calendar............................................................................................................. 24
3.19. Recently Viewed............................................................................................... 25
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