User Manual of Telema MMT

• Using Telema MMT pocket PC application
  • Run Telema MMT in a pocket PC
  • Main menu
    • Explanation of icons:
  • Manage customer visits
    • Create customer visit for today
    • Create customer visit for other date in the future
    • Change scheduled customer visit
    • Delete customer visit
    • Sort customers
    • Display todays visits
  • Create orders

Using Telema MMT pocket PC application

Run Telema MMT in a pocket PC

Turn on your pocket PC.

Click "Start" and choose "Telema MMT" from the list of programs. The application will open in user selection window.

Choose your username and click  button at the bottom of the screen. The main window of the application will open.

Main menu

Tapping on icons in the main window you can navigate into different functions of the application.

Explanation of icons:

	Customers	opens list of customers where sales person can schedule customer contacts (visits)
	Products	opens product list with prices and stock situation at the time of last sync
	Documents	opens list of all documents and activities related to the sales person
	Gallups	list of gallups downloaded from server (currently inactive)
	Messages	tool for sending/receiving messages (currently inactive)
	Tasklist	list of scheduled customer contacts of the according date where sales person can manage the customer activities (visits, phone calls, make orders etc)
	Syncronization	tools to syncronize PDA with server - send orders, donload updates etc
	Exit	closes the application
	Settings	tools to set user optios and settings
	User	manage users
	User name	Name of currently active user
	Keyboard	Icon to activate on-screen keyboard
4.0.0.15	Version number	Number of Telema MMT version currently running

Manage customer visits

Open the Customer list by tapping  on the main menu.

The list shows customers' names and addresses, and wether a visit has been scheduled with them. Depending on settings it may contain full list of customers or just the customers of a particular agent if more than one agent uses the device (it is possible to set more than one user in the application).

Customer list is used to plan customer visits.

All customers who have a visit scheduled have an assterisk ( * ) in the Visit column in front of the customer name.

All customers whose visits are scheduled for today are shown in blue (in addition to the asterisk).

All other customers without asterisks do not have any visits scheduled.

Create customer visit for today

Tap on the Visit column in front of a customer name. The visit has been created when an asterisk ( * ) appears in the Visit column in front of the customer name. All customers whose visits are scheduled for today will be shown in blue.

Create customer visit for other date in the future

Select the customer with whom you would like to schedule a visit.

Tap  at the bottom of the screen. Calendar will open. Today's date is selected by default

Choose the desired date in calendar and tap "OK". An asterisk will appear in the Visit column in front of the customer name.

Change scheduled customer visit

Select the customer in the customer list window.

Tap  at the bottom of the screen. Calendar will open. The currently set date is marked with blue box.

Choose the new date in calendar and tap "OK". 

Delete customer visit

Option 1.

Tap the asterisk in front of the customer whose visit you would like to delete. When the asterisk disappears, the visit is deleted.

Option 2.

Select the customer whose visit you would like to delete (any customer with an asterisk)

Tap  at the bottom of the screen.

Tap "Yes" in the confirmation dialog window. When the asterisk disappears, the visit is deleted.

Sort customers

In the customers list window, tap on the column header to sort the customers by that column.

Tapping on the same column header again will sort the list in reverse order.

Display todays visits

In the customers list window, tap  at the bottom of the screen to display Today's tasklist.

Create orders