****** Software On Sailboats Pocket Sales Manager
****** Keywords: CRM software, mobile crm
Custom Templates
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If you use the Template Manager on a Desktop/Laptop PC to create a custom Template, it is a simple matter to copy that Template over to the Pocket PC.
1.Connect the Pocket PC to the Desktop PC using your usual link mechanism and make sure that ActiveSync is up and running and that the Desktop and Pocket PC are communicating with one another.
2.Start the Windows Explorer product on the Desktop PC and use it to 'drag-and-drop the custom Template from the PC directory Program Files\Software On Sailboats\Templates to the directory My Documents\Templates on the Pocket PC
3.Use the Tools->Templates menu selection on the Pocket PC to select and load the new custom Template into the Pocket Sales Manager
***** Software On Sailboats Desktop Sales Manager v6
***** Keywords: Keywords: CRM software, mobile crm
***** Copyright 2006, all rights reserved.