Making Devices Known to CRM

Creating a new mobile theme

In Sage CRM, there are two predefined Sage CRM mobile themes.
A mobile theme is called a device in the Sage CRM UI.

Smartphones and tablets map to the Sage CRM Mobile theme.
IE mobile devices and Blackberries map to the Sage CRM Classic Mobile theme.

You can create a new theme by modifying an existing theme (device). For example, you might want to create an iOS theme and map all user agents for old versions of iOS to it.

In Sage CRM, click <My Profile> | Administration | Advanced Customization | Devices.
Click the theme (device) you want to modify.
Complete the following Device fields, and then click Save:


Field	Description
Administrative Description	Enter the theme description for system administrators.
User Description	Enter the theme description to be displayed to the users in the Sage CRM user interface.
XSL File Name	Enter the name of the Extensible Stylesheet Language (XSL) transformation file that converts Sage CRM output to a format compatible with the mobile device. For each device, a set of files is created in a folder in the following location: <Sage CRM installation folder>\WWWRoot\ Themes\XSL
Based On Device	Specifies the existing theme (device) on which the new theme is based. Use this list only if the device is not present in the Devices list located in <My Profile> \| Administration \| Customization \| <Entity> \| Screens.
HTTP Accepts	Specifies the unique markup language used by the target device.
HTTP Content Type	Specifies the markup language used by Sage CRM to reply to the device.
Supports HTML Frames	Specifies whether the device supports HTML frames.
Device Image Extension	Specifies the image file name extension to use with the device. For example, .jpg, .gif, .png.
Device Code Page	Specifies the character set to use with the device. For example, shiftjs or UTF-8.
Device Max Rows	Specifies the maximum number of rows that can appear in a grid.
Device CSS File	Specifies the Cascading Style Sheets (CSS) file to associate with the device.
Browser Type	Specifies the browser type supported by the device. HTML 4 delivers the normal desktop UI to the device. If you want Sage CRM to assign a browser type, select Other.