SageCRM for Sage Accpac ERP - Taking It To The Next Level

Summary:

The purpose of this whitepaper is to provide instruction on how to configure a Blackberry Pearl 8100 to be used with SageCRM on-premise.

 For step by step instructions with pictures please download the associated pdf file here.

Assumptions:

There are a few settings that need to be verified and checked.  Please note that these suggestions are not officially supported by Sage Accpac or SageCRM Technical Support and have not gone through Q.A.  I have used these settings with SageCRM 6.2 and SageCRM 6.1.  I have NOT tested these settings on earlier versions of SageCRM. 

Additionally, these settings have not been tested on any other device and SageCRM has not been certified or Q.A.’ed  to work with any other Blackberry device other than the Pearl 8100.  For any updated information please reference the official SageCRM product documentation “SageCRM Wireless Mobile Guide.pdf” which can be found on the SageCRM CD under the documentation folder.  However, you are welcome to try these settings on other Blackberry devices you may find varying levels of success with other Blackberry devices.

Prerequisites:

SageCRM 6.2 or 6.1 with Mobile access included with the license key and a Blackberry Pearl 8100 with internet access.

Installation Instructions:

Here is a summary of the steps required to be completed to test if your Blackberry Pearl 8100 will work with SageCRM.

Step 1: What is required within the SageCRM license key?
Step 2: What to configure inside of SageCRM?
Step 3: What has to be configured on your BlackBerry Pearl 8100 to get the full functionality of SageCRM?
Step 4: What is the correct URL to use within the BlackBerry Pearl 8100 to connect to SageCRM?
Step 5: What other BlackBerry’s does this work on?

Step 1: What is required within the SageCRM license key?

1. You will need to verify that your license key includes Mobile (PDA/WAP).  To do this
   go to Administration | System | System Behavior.
2. Look at the License Key block and verify that your licnese key includes Mobile(PDA/WAP access).

 Step 2: What to configure inside of SageCRM?

1. Once the license key is verified and valid go into user setup and allow your users access to SageCRM via the option of PDA/WAP access.  Navigate to Administration | Users | Users | [selected_user_record].
2. The PDA/WAP Access value must be set to True for the specific user.
3. Then click on the Save button to commit the changes to the database.

Step 3: What has to be configured on your BlackBerry Pearl 8100 to get the full functionality of SageCRM?

1. From the home page of your BlackBerry device select the Browser option.
2. Next select the Menu button, then select the Options, Figure 1. (see the PDF for images)
3. Within Figure 2, match your Browser Configuration by selecting (checking) the highlighted options.
   
   Support JavaScirpt
   Allow JavaScript popups
   Support HTML Tables
   Use Foreground And Background Colors
   Use Background Images
   Support Style Sheets
   
4. Within Figure 3, make sure the highlighted values are selected.
   
   Style sheets media type = Handheld
   Show Images = On WML & HTML Pages
   Emulation Mode = BlackBerry
   Content Mode = WML & HTML

Step 4: What is the correct URL to use within the BlackBerry Pearl 8100 to connect to SageCRM?

This is a sample url that you might have to connect too.

https://northamerica.sagecrm.com/sagesoftware128lvujkh/eware.dll/do?

https://[server_name]/[instance_name]/eware.dll/do?

The server name in the above example is “northamerica.sagecrm.com”, replace this with your server name. Then in the above example the instance name is “sagesoftware128lvujkh”, replace this with your instance name.

PLEASE NOTE you MUST type in the full URL for the browser to work with SageCRM correctly.  Which MEANS that the forward slash eware.dll forward slash do question mark (/eware.dll/do?) must be included in what you type into the browser of the Blackberry device.

Step 5: What other BlackBerry’s does this work on? And does it work on them?

Currently I have tried these settings on a BlackBerry 8700.  No, it does NOT work fully.  The page loads, the login works, however the drop downs do not work so you can not navigate through the SageCRM.  I have also tried this on the AT&T Curve 8310 and these settings seem to work.  I have been able to navigate around and use the drop downs.  I have not tried any OTHER BlackBerry’s have been tried.

PLEASE REMEMBER that these settings are what I have found that makes these devices work correctly.  The additional devices that are mentioned above have not been tested or Q.A.’ed and as such are NOT supported by the Sage Accpac or SageCRM Technical Support Teams.  

The End