Defining a user agent

If you want to map a new user agent that's not yet listed in Sage CRM, you must first define the user agent and then map it to the most appropriate UI theme.

When a new device attempts to connect to Sage CRM, it sends its user agent and Sage CRM adds it to the list of defined user agents if it isn't already included. But suppose you don't yet have the device; each of your users will get one next month, and you need to configure Sage CRM in preparation. Because the device can't send its user agent, you must obtain the user agent from the Internet and enter it into Sage CRM.

1. In Sage CRM, click <My Profile> | Administration | Advanced Customization | Devices.
2. Click the UI theme to which you want to map the user agent.
3. Enter the user agent in Type a new user agent, then click add.
4. Click Add. The user agent is mapped to the UI theme (device).