Oracle CRM On Demand Connected Mobile Sales Administration Guide
What's New in This Release
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Overview of Oracle CRM On Demand Connected Mobile Sales
About Oracle CRM On Demand Connected Mobile Sales
Requirements for Using Oracle CRM On Demand Connected Mobile Sales
Supported Mobile Devices
Using Application Composer
About Application Composer
Selecting Items
About the Application Composer User
Signing On to Application Composer
Signing on to Application Composer Using SSO
Signing on to Application Composer Using an Application Composer User ID
Selecting Record Types
Selecting Available Fields
About Web Links
Filters and Lists in Application Composer
About Lists
About View Mode Filters
Customizing Layouts
Customizing Layouts for Lists and Detail Records
Customizing Search Fields
Enabling Lead Conversion
Enabling Email for Contacts
Clearing the Cache
Resetting Customizations
Configuring Offline Mode
Tracking Application Usage
Modern Theme Icons Customizations
Configuring the RSS Feed for Account News
Configuring the Display of Analytics Reports
Enabling the Reports Icon on the Client Device
Configuring Reports to Display on the Client Device
Configuring the Display of Contact Photos
Installing Oracle CRM On Demand Connected Mobile Sales on Mobile Devices
Installing Oracle CRM On Demand Connected Mobile Sales on iOS Devices
Installing Oracle CRM On Demand Connected Mobile Sales on Android Devices
Configuring Oracle CRM On Demand Connected Mobile Sales
Privileges for Oracle CRM On Demand Connected Mobile Sales
Enabling Modification Tracking
Record Types, Fields, and Customization
Limitations Affecting All Supported Mobile Devices
IP Address Restrictions
Using Oracle CRM On Demand Connected Mobile Sales
About the Oracle CRM On Demand Connected Mobile Sales Interface
Signing on to Oracle CRM On Demand Connected Mobile Sales
Using Single Sign-On
Using User ID and Password Sign-On
About Offline Mode
Installing the iOS Oracle Enable Offline Profile
Activating Offline Mode
Using List-Detail Record Types
Using List Screens
Searching Lists for Records
Using Detail Screens
Working with Leads
Qualifying Leads
Rejecting Leads
Archiving Leads
Converting Leads
Using the Calendar
Creating a Follow-Up Appointment
Displaying All, Completed, and Open Appointments
Displaying All, Completed, and Open Tasks
Calendar and Contact Synchronization (iOS Only)
Finding Clients Near Your Location
Using Attachments
Searching the Calendar for Records
Displaying Analytics Reports
User Interface Differences Between Supported Devices
Managing Advanced Screen Settings
Understanding Error Messages
