Working with Customer and Product Information on a Mobile Device

This chapter provides an overview of customer information in PeopleSoft Enterprise Customer Relationship Management (PeopleSoft Enterprise CRM) mobile applications and discusses how to:

Work with companies, consumers, contacts, workers and sites.
Work with tasks.
Work with product information.

Understanding Customer Information in PeopleSoft Enterprise CRM Mobile Applications

PeopleSoft Enterprise CRM mobile applications enable you to view customer information for one predefined business unit on mobile devices. The functionality that is available on the device may differ, depending on the device and the permissions and data distribution rules that are set by the administrator.

Note. Although the business units that PeopleSoft Enterprise Mobile Sales and PeopleSoft Enterprise Mobile Order Capture use can be different, their business units must be referenced to the same setID for product and customer. However, the setIDs for product and customer can be different.

Object	Actions Available
Company	View and update a company. Create a new company. Add contacts. View site information. Maintain notes and attachments. View, add or modify a phone number/pager, address, and email. View Account Team. View Account Plan. View Tasks. View Call Reports Financial Accounts (if the company is for "Financial Service" or "Insurance" industry market)
Person	View and update a consumer or contact. Create a new consumer or contact. View worker information (if the person is a worker). Add or modify an address, phone number, email, or pager number. View site information. Maintain notes and attachments. View associated customers. View, Add, or modify Tasks. View, Add, or modify Call Reports. Under the person's “Consumer” view, one can view Account Team, Account Plan, and (If market is Financial Service or Insurance) Financial Account.
Site	View the site. View the site name. View the site address.
My Contacts	Add a contact. View a contact. Remove a contact from My Contacts list on the Person detail page.

Understanding Tasks in CRM Mobile Applications

PeopleSoft Enterprise CRM Mobile applications enable you to create and view tasks. A task enables a relationship manager to plan and manage the day-to-day activities that are associated with managing an account. Tasks might include attending meetings, following up on prospects, or sending birthday cards to a valued customer.

Understanding Products in CRM Mobile Applications

PeopleSoft Enterprise CRM mobile applications enable you to view product information for one predefined business unit on mobile devices.

Note. PeopleSoft Enterprise Mobile Sales and PeopleSoft Enterprise Mobile Order Capture both use products for their transactions. While products are supported on the PDA, orders and quotes are supported only on the laptop computer.

Note. Although the business units that PeopleSoft Enterprise Mobile Sales and PeopleSoft Enterprise Mobile Order Capture use can be different, their business units must be related to the same setID for product and customer. However, the setID for product and customer can be different.

Object	Actions Available
Product	View product information. Search for products.

See Also

Product and Item Management

Working with Companies, Consumers, Contacts, Workers and Sites

The data distribution rules that are defined for the user ID and role determine the set of data that is loaded onto the mobile device.

For help with PeopleSoft Enterprise CRM mobile applications, return to this PeopleBook.

Note. If you enter invalid information in a company or contact record, or fail to enter required information, an error may occur during synchronization. Be sure that the information that you enter is valid for that object, and be sure to complete all required fields (marked with *).

This section discusses how to use companies, consumers, contacts, workers, and sites on a mobile device.

Note. You can't access the Relationship Viewer on a PDA.

See Also

PeopleTools PeopleBook: PeopleSoft Enterprise Components

Pages Used to Work with Companies, Consumers, Contacts, Workers, and Sites

Page Name	Object Name	Navigation	Usage
Company	RDM_COMPANY_2	Customers CRM, Add/Search Company, Company	Add, update, or view company information.
Person	RDM_PERSON	Customers CRM, Add/Search Person, Person	Add, update, or view consumer or contact information.
Call Reports	RDM_CALL_REPORT	Customers CRM, Add/Search Person, Call Report	Add or view call reports for a consumer or contact.
Worker	RDM_WORKER	Customers CRM, Add/Search Person. Select a worker.	View worker information.
Sites	RDM_SITE_2	Customers CRM, Add/Search Site, Site	View site information.
My Contacts	RDM_CONTACT_LIST	My Contacts	View a list of contacts for the mobile user.

Using Companies

Access the Company page.

The Company component:

Allows you to view, edit, add, or delete some company detail.
View Tasks, Call Reports, Account Team, and Account Plan.
Provides no view of company profile information.
Provides no access to edit roles, relationships, sites, purchasing options, attributes, or account information.
Provides no access to lookup or selection of currency type.
Provides no access to managing addresses, phone numbers, email addresses, or pager numbers for a site.
Supports global address formats.
Determines the default company currency from the user preferences.
When creating new company in mobile device, sets the default the company setID to the default setID, as determined by the user preferences.
When creating a new company, sets the company market to the mobile user's default market as determined by user's user preferences. If the market is not specified in user preference then “GBL” is the default value.
In configuring the Relationship Viewer company, you can only select views where the role of the company would be at the top of the tree.
In the 360-Degree View, you can click the link on the tree to transfer to a detail component, but you can't initiate any other actions such as background processing.

See Also

Defining Company Business Objects

Using Consumers and Contacts

Access the Person component.

The Person component:

Provides the user with access to view, edit, add or delete consumer and contact information.
Provides the user with access to view, edit, or add Task with the person.
Provides the user with access to view, edit, or add Call Report associated with the person.
Provide up to 10 user definable fields for the user to enter information for a person.

The information entered here can only be viewed by the user whose account they were created from. The information can be viewed from either online or mobile. The labels of those fields cannot be changed on mobile — they can be changed only from online Person page.
Provides the user with access to view, edit or add notes and attachments.
Enables the user to add a person to My Contacts list, or remove the person from My Contacts.
Does not provide the user with a view of consumer or contact profile information.
Does not provide the user with access to edit roles, relationships, user profiles, bill payees, or purchasing options.
Does not provide the user with access to employment or credit card information.
In the 360–degree view, the user can click the link on the tree to see a detail component, but you cannot initiate any other actions such as background processing.
Does not provide the user with access to lookup or selection of currency type.
Supports global address formats.
When the user creates a new Person and the role is consumer, the system defaults the setID to the default setID, as determined by the users preferences.
When the user creates a new Person, the system defaults the market to be the default market, as determined by the user's preferences. If no user preferences have been set up for the user account, then GBL (for global) is default the value.
In configuring the Relationship Viewer company, views can only be selected where the role of the consumer or contact is at the top of the tree.

Note. You can add a new contact to a lead or opportunity, but the contact will not appear in the mobile database until you add the contact in the connected application and perform a full synchronization.

Note. A person may have one or multiple roles among Contact, Consumer, or Worker roles. The Person Detail page displays different information based on the role of the person. On the Person Search page there is an indication of what role(s) a person has. If a user opens a person detail page and the person has multiple roles, the details that initially appear on the page are based on the setup in the person configuration section of the Mobile Customer Options page. However, the user can choose to open or add different role for the person from the initial person display page. Another set up parameter in “Person Configuration” determines which view will show when the user adds a new person.

Creating Call Reports

Access the Call Reports page.

Note. After creating a new Call Report on mobile device, you must perform an Upload Change or Update Business Data sync to upload the new Call Report. Only then will it appear in the corresponding page of the Person component.

General Information

Enter information that describes the event.

Notes Summary

Enter notes and attachments that relate to the event.

Contacts

View the list of contacts that attended the event and add contacts.

Follow Up Tasks

View the list of tasks associated with the event. When creating a new follow up task, you must first save the call report.

See Also

Working with Call Reports

Viewing Worker Information

Access the Worker page.

The Worker page provides view-only information for workers.

Using Sites on a Mobile Device

Access the Site page.

The mobile Site component:

Provides no editing capabilities.
Provides no phone number, email address, and pager information.
Provides no status and currency data.
Provides no company profile information.
Provides no site type (premise and super-premise).
Provides no installed services information.
Provides no purchasing options and attributes.
Provides a transfer to the parent company information.

See Also

Defining Site Business Objects

Using the My Contacts Page

Access the My Contacts page.

The My Contacts page:

Provides view access to all of the contact person(s) who are in this user's “My Contacts” list.

The My Contacts list is user specific. The list is generated either through online My Contacts management or being added to the list on mobile device using the Person page.
Provides no ability to import a contact to the My Contacts list.
Provide the ability to add or remove a contact into or from the My Contacts list by clicking the toolbar icon buttons on the Person page.

Note. Users can search contacts from the My Contacts list using various fields including Last Name, First Name, Title, Company(ies) the person representing, Phone, Email address, City, State, and Postal code. The last column, “Removed” indicates whether or not the person has been marked to be removed from the list on the mobile device. To remove a contact from the My Contacts list in the database, the user must run Upload Change or Update Business Data to upload to the server database.

Working with Tasks on a Mobile Device

This section illustrates how to manage Tasks on a mobile device.

Managing task details on a mobile device is essentially the same as on a tethered device. The only difference is that the mobile application has additional means by which the task details are accessed.

Note. After creating a task for a consumer or contact on mobile device, the user must perform an Update Business Data sync to upload the new task. Only then will it appear in the corresponding page of the Person component.

Pages Used to Manage Tasks

Page Name	Object Name	Navigation	Usage
My Tasks	RBM_TSK	My Tasks	View a list of the users tasks.
Task Details	RBM_TSK	My Tasks ,Select a task subject link. Leads ,Click the Tasks tab, Click the icon for a Task, Task Details Opportunities ,Click the Tasks tab, Click the icon for a Task, Task Details Sales Homepage ,Click the View Task button. Person ,Click the Tasks tab, Click the icon for a Task, Task Details My Calendar ,Select a calendar entry link.	Enter or maintain task details.
My Calendar	RBM_CALANDAR	My Calendar	View the users daily, weekly or monthly calendars.

Using the My Tasks Page

Access the My Tasks page.

The My Tasks page:

Provides a separate menu option to view tasks apart from their associated leads and opportunities.
Provides access to standalone and transaction-related tasks.
Provides no task deletion.

Task Details

Access the Task Details page.

The Task Details page:

Provides links to the associated lead or opportunity for each task.
Provides the ability to update tasks.
Provides the ability to add or view personal tasks.
Provides no task deletion.

If you select Completed or Cancelled from the Status drop-down list, or add a closed date, the task will be moved to task history for the sales transaction on the server upon synchronization.

My Calendar

Access the My Calendar page.

The My Calendar page:

Provides the user with daily, weekly and monthly calendar views.
Provides the user with access to task details.
Enables the user to add a task in the form of a calendar entry.

See Also

Working with Tasks

Working with Product Information on a Mobile Device

The dataset rules enable role-based filtering and distribution of data. You can determine what products are passed to the mobile device by defining data distribution rules based on datasets. The data set may differ depending on the mobile device.

Note. You should always verify the dataset rules by clicking the TEST SQL button. If you enter invalid product information, for example, a set of product ID range that is not in the database, no error will occur during synchronization. However, no product will be synchronized to the mobile device.

PeopleSoft delivers these data distribution rules for products:

Product range.

You can restrict the range of products that can be passed to the mobile device. For example, you can specify product IDs A1000–A2999.
Product group.

You can include products from a particular product group.
Product category.

You can include products from a particular product category.
All products by a setID.

You can include all products with a particular setID.
Products for businesses.

You can include any business products.
Products for consumers.

You can include any consumer products.
Configurable products.

You can include any configurable products.
Products by market.

You can include any products for a particular market.
Products that are based on a dynamically selected business unit.

You can include products for the business unit or setID for the person who is logged on to the mobile device.

Common Elements Used in this Section

	This icon is for information only and indicates that the selected product is part of a dynamic product package.
	This icon is for information only and indicates that the selected product is a configured product.

Using Products on a Mobile Device

Access the Details page.

The mobile Details page enables you to:

View product status.
View product image (if available).
View product attachment.

You can click an attachment file name link and save it to local file system.
View product group information.
View product relationship information.

Click the related product ID link under Product Relationship Detail page to transfer to that related product detail page.
View product ID.
View product description.
View unit of measure.
View currency.
View list price.
Determine if the product is a package.
Determine if the product is a configured product.
Enter product notes.

See Also

Product and Item Management