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Transcript
CB Mobile CRM – iPhone User Manual
Connecting Software
12.16 Settings page ...........................................................................................67
12.16.1 General settings description .................................................................68
12.16.1.a Online Mode ................................................................................68
12.16.1.b Auto Sync ...................................................................................68
12.16.1.c Sync Option.................................................................................68
12.16.1.d Records per item ........................................................................69
12.16.1.e Max. size of attachment in kB .....................................................69
12.16.1.f Account wizard ............................................................................69
12.16.1.g Theme ........................................................................................69
12.16.1.h Map and Location Services..........................................................69
12.16.1.i Background Agent .......................................................................69
12.16.1.j Delete Data .................................................................................69
12.16.2 Data settings description ......................................................................70
12.17 About page ..............................................................................................71
12.18 Account wizard page .................................................................................72
12.18.1 Create new account .............................................................................73
12.18.2 Existing account..................................................................................75
12.18.3 Modify Current Account ........................................................................76
12.19 Background Agent ....................................................................................78
12.20 Synchronization functionality......................................................................79
13 How to connect to CRM server ...........................................................................80
14 Troubleshooting ...............................................................................................81
14.1 I cannot connect to my CRM server ..............................................................81
2015-06-17
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