Telema Products.MMT » User Manual of Telema MMT

User Manual of Telema MMT

Last modified by sven on 2011/08/04 09:16

Using Telema MMT pocket PC application

Run Telema MMT

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 window

Explanation of icons:

customers 

Customers

opens list of customers where sales person can schedule customer contacts (visits)

products

Products

opens product list with prices and stock situation at the time of last sync
documentsDocuments

opens list of all documents and activities related to the sales person

gallups

Gallups

list of gallups downloaded from server (inactive)

messages

Messages

Menu for sending/receiving messages. (inactive)

todayTodaylist of scheduled customer contacts of the according date where sales person can manage the customer activities (visits, phone calls, make orders etc)
communicationCommunicationtools to syncronize PDA with server - send orders, donload updates etc

exit

Exitcloses the application
settingsSettingstools to set user optios and settings

user

User

manage users

User name

Name of currently active user

keyboard

Keyboard

Icon to activate on-screen keyboard
4.0.0.12

Version number

Number of Telema MMT version currently running

 

Manage customer visits

Tap on "Customer" button. Customer list opens.

Create customer visit for today

Tap on the visit column in front of the 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 turn blue.

Create customer visit for other date in the future

Select the customer to whom you would like to schedule a visit. Tap the "+" button at the bottom of the screen. Calendar will open. Choose the desired date in calendar and tap "OK". An asterisk will appear in the Visit column and the customer will stay black.

Change scheduled customer visit

Select the customer in the customer list window, tap on the "+" button at the bottom of the screen. Calendar will open where 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 on the "-" button 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 on ">" button to display only today's visits list.

Create orders

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Created by sven on 2011/08/03 12:06