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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
Synchronization Problems
Synchronization Problems
Learn about synchronization problems and how to solve them.
Synchronization Conflicts
Users can work offline when no server connection is available.
Synchronization Timeout
Time-consuming single requests can occur during data synchronization.
Full Synchronization Terminates Due to the Timeout
If the full synchronization terminates, probably a timeout occurred for one of the datasets.
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
Synchronization Conflicts
Synchronization Timeout
Full Synchronization Terminates Due to the Timeout
Server Problems
Lost Server Connection
Quick Add Related Error and Conflict Handling
"Language Mix"