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wMobile Desktop Browser Preview

wMobile Desktop Browser Preview. Desktop Browser Background. wMobile customers use mobile web UI as a lightweight desktop access point to GoldMine wMobile Desktop Browser UI aims to serve this need while leveraging the web infrastructure developed for the mobile web UI

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wMobile Desktop Browser Preview

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  1. wMobileDesktop Browser Preview

  2. Desktop Browser Background • wMobile customers use mobile web UI as a lightweight desktop access point to GoldMine • wMobile Desktop Browser UI aims to serve this need while leveraging the web infrastructure developed for the mobile web UI • wMobile Desktop Browser UI will be delivered to all existing and new wMobile customers as part of regular software maintenance and with no additional cost • wMobile will remain at the same per license price point • wMobile Desktop Browser will require no additional servers or software

  3. Desktop Browser Login Screen • Users connect to a saved web bookmark from any PC or Mac browser • Users connect with their GoldMine user name and password licensed for wMobile • Users can chose either the mobile or desktop browser as they see fit

  4. Desktop Browser Contact Search • Users can search by any combination of fields with any search operators • Users can preview searched records • Users can select one or multiple records and record activities from the search screen • User can chose to view the full contact record

  5. Desktop Browser Contact Detail • Users see the same contact record as they see in full desktop version • All custom fields are automatically displayed in the Browser UI • Contact detail tabs behave as in the desktop UI • All field drop downs options are supported

  6. Desktop Browser Slide Out Pane • Previously viewed records are accessed through a slide out pane on the left of the screen for quick navigation to previously viewed contacts • Filters and Groups are activated from the slide out pane

  7. Desktop Browser Scheduling • Scheduling and completing activities is done in the same screen layout as the desktop UI

  8. Desktop Browser Calendar • Daily, Weekly and Monthly calendars are available • Users can drag and drop to reschedule activities • Users can view others calendars and schedule according to security permissions

  9. Desktop Browser Activity List • Open and closed activities can be viewed in filterable list views • Activities can be managed and completed from the list • Users can quickly move activities forward a set number of days

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