Managing Document Access for wMobile

Managing Document Access for wMobile

Our webinar focused on Managing Document Access for wMobile.

We reviewed the following topics in order to configure document access in wMobile:

  • Configuring Virtual File System Settings (VFS) in the Manager Console to grant access to document folder locations
  • Accessing existing email attachments and Linked Documents in wMobile
  • Setting up wMobile Desktop to enable users to upload Linked Documents

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Learn how to create, reassign, escalate and resolve cases in wMobile Desktop as well as how to create and use templates for common issues to save time creating new cases.

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wMobile User Group: Using wMobile Dashboards in Phone and Desktop

In this webinar, we reviewed the Dashboard functionality in both Phone and Desktop Edition.

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wMobile User Group: User Management in the wMobile Manager Console

In this wMobile User Group, we reviewed common tasks needed when staff changes and configuring user profiles and email accounts.

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wMobile User Group: Managing Opportunities and Projects in wMobile Desktop

In this webinar we reviewed creating Opportunities and Projects, using templates, converting an Opportunity to a Project, and the improvements in the Opportunity and Project list views.

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