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Mobile Express Setup

In the January 29, 2010 release notes, our clients will be informed of the new feature available to them. Please refer to the wiki page they will be refered to here: Mobile Express

There are no additional fees to utilize this option.  (Announced in May 2010 update.)

So what is it? It is a quick way for all their users to search and view their database from any web enabled mobile device. They will not have ability to edit, add or delete information or perform Advance finds. They will be able to access their saved views and have Read-Only access with quick searching and viewing capabilities.  The test location is availble at https://greenville.422x.com/m. Use the regular CRM admin login credentials and see the ease of this application.

The process to set up the Mobile client is as follows:

  1. Log in to the appropriate instance of Continuum CRM.
  2. Go to Settings/Customization/Customize Mobile Express
  3. Add the following Available Entities to the Selected Entities column:
    1. Bulk Email Send
    2. Interest
    3. Opportunity
    4. Organization/Group
    5. Person
    6. Person Organization
    7. Task
  4. Highlight each of the Entities and click Edit. You will then determine the Fields and order for each entity according to the following guidelines:
    1. Bulk Email Send
      1. Name
      2. From Name
      3. From Type
      4. Send Date
      5. Subject
      6. Deliverability Rate
      7. Open Rate
      8. Click Through Rate
      9. Bounce Rate
      10. Campaign
      11. Campaign Activity
      12. From Id
      13. Owner
      14. Status
      15. Type
    2. Interest
      1. Interest Category
      2. Interest Value
      3. Opportunity
      4. Owner
      5. Status
    3. Organization/Group
      1. Organization Name
      2. Address 1:Street 1
      3. City
      4. State/Province
      5. Address 1: Zip/Postal Code
      6. Main Phone
      7. Email
      8. Web Site
      9. ID Code
      10. Owner
      11. Organization Type
      12. Organization Control
      13. Organization Category
      14. Organization Classification
      15. Organization Number
      16. Organization Rating
      17. Organization Size
      18. Staff Assigned
      19. Status
    4. Opportunity
      1. Interested Person
      2. Entry Term
      3. Opportunity Type
      4. Opportunity Status Category
      5. Opportunity Status Value
      6. Application Type
      7. Academic Major
      8. Second Academic Value
      9. Campus
      10. Decision Plan
      11. Missing Items
      12. Enrollment Status
      13. Opportunity Classification
      14. Opportunity Rating
      15. Owner
      16. Status
    5. Person
      1. Nickname
      2. First Name
      3. Middle Name
      4. Last Name
      5. Prior Last Name
      6. Address 1: Street 1
      7. Address 1: Street 2
      8. City
      9. State/Province
      10. Address 1: Zip/Postal Code
      11. Address 1: Country/Region
      12. Address 1: County
      13. Mobile Phone
      14. Home Phone
      15. Email
      16. Gender
      17. Birthday
      18. Religious Preference
      19. Parent Organization
      20. High Score
      21. Username
      22. Password
      23. Staff Assigned
      24. Geomarket
      25. Opportunity ID
      26. Description
      27. Owner
      28. Status 
    6. Person Organization
      1. Person
      2. Organization
      3. Currently Attending
      4. GPA
      5. Self Reported GPA
      6. Class Rank
      7. Class Size
      8. Rank Percentile
      9. Self Reported Rank
      10. Credits Completed
      11. Transcript Received
      12. Final Transcript?
      13. Graduated/Completed
      14. Degree Diploma
      15. Last Attended
      16. Owner
      17. Status
    7. Task
      1. Regarding
      2. Subject
      3. Activity Category
      4. Activity Value
      5. Created On
      6. Description
      7. Staff Assigned
      8. Activity Status

                

5.  After adding the fields and updating the order for each entity, highlight the "Selected Entities" and select Publish.

6.  Log in to the client's mobile account to verify the set up.

                


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