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CRM Pad Administrator Guide
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Using this help
Notices
Documentation PDFs
Support
Introduction
System Requirements
Documentation PDFs
Prerequisites
Rights
Restrictions
Installation and Setup
Mobile Services and IIS 7.0
Registering the Server
Authentication
Performance Considerations
Monitoring CRM.Pad Synchronization and Performance
Configuring CRM.pad
CRM.designer
Users and Configurations
Web Configuration Parameters and Layouts
Data Model
Offline Record Set / Offline Data Set
Using JSON
Login Page
Start Page
Menus
Buttons
Actions
Info Areas
Control Center
URLs and URIs
Images
Legacy Forms
Forms
Documents
Displaying a Web Page
Search
Displaying Record Details
Time Zones
Basic Features
Calendar
Insight Board
Contact Times
Reports
Pictures
QR Codes / vCard Scanner
Surveys/Questionnaires/Portfolios
Quick Add
Circle of Influence (CoI)
Interests/Characteristics
Queries and Analyses
Enterprise Features
Google Analytics Integration
MobileIron Support
Spotlight Search Support
Sending Email to Multiple Activity Participants
Additional Information
CRM.Intelligence
Synchronizing Favourites and Related Data
Executing Server Workflows with Parameters
Preventing Duplicates
Troubleshooting
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Additional Information
Troubleshooting
Troubleshooting
In this topic you find information on how to solve known issues.
Adding a Debug Page
You can add a menu item that displays a debug page.
Defining Error Messages
If a request was rejected by the server, by default, an error message is displayed. You need to analyze the log file to identify the problem.
General Checks
Learn about the general checks in case any problem occurs.
Problems concerning Rights
Learn to troubleshoot rights issues.
Connection Problems
Learn to troubleshoot server connections issues.
Login Errors
Learn to troubleshoot login errors.
Performance Problems
Learn to troubleshoot performance problems.
Synchronization Problems
Learn about synchronization problems and how to solve them.
Server Problems
Learn how to identify and solve server problems in CRM.pad.
Lost Server Connection
It can happen that a user cannot establish the connection to the server although an internet connection is available.
Quick Add Related Error and Conflict Handling
When a user is working offline, it might occur that some of the data entered causes a server error. Unfortunately, the user is not aware of that fact, the conflict only occurs in online mode during synchronization.
"Language Mix"
Learn to troubleshoot language and region settings.
Additional Information
CRM.Intelligence
Synchronizing Favourites and Related Data
Executing Server Workflows with Parameters
Preventing Duplicates
Troubleshooting
Adding a Debug Page
Defining Error Messages
General Checks
Problems concerning Rights
Connection Problems
Login Errors
Performance Problems
Synchronization Problems
Server Problems
Lost Server Connection
Quick Add Related Error and Conflict Handling
"Language Mix"