Download Connecting Software CB Mobile CRM
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 Page 4/81