Cell Phone User Manual

Dashboard
Wireless Mobile Guide 3–13
Dashboard
You can define the Dashboard you want displayed on your mobile device from
your desktop.
To select a Dashboard for your mobile device:
1. From your desktop, open My CRM | Dashboard.
2. Select the Dashboard you wish to view on your mobile device from the
Dashboard drop-down list.
The Dashboard Content page is displayed.
3. Click on the Edit Dashboard Details button.
The Dashboard Details page is displayed.
4. Select Set As Mobile Dashboard and then click on the Save button.
The Dashboard you have selected will be displayed when you view the
Dashboard from your mobile device.
Please refer to the User Guide for more information on creating and adding
content to dashboards.
To view a Dashboard from your mobile device:
1. Select the My CRM button if you are not already in the My CRM context.
2. Select Dashboard from the list in the context area.
Your preferred Dashboard is displayed.
Dashboard content