Offline Record Set / Offline Data Set - Example

You can define that only the companies and persons of a rep's Favorites are available on the device. In addition, you want persons (not defined as Favorites) of companies in the Favorites, and companies (not defined as Favorites) of persons in the Favorites to also be transferred.

To configure this:

  1. Define the following FI.Favorites filter:



    This filter identifies the company records that were added to the Favorites.

  2. Define the following FI.FIKP.FAV filter:



    This filter identifies the companies (not defined as Favorites) that are linked to a person in the Favorites.

  3. Define the following dataset for FI:



  4. Define the following KP.Fav filter:



    This filter identifies the company records that were added to the Favorites.

  5. Define the following KP.KPFI.FAV filter:



    This filter identifies the persons (not defined as Favorites) that are linked to a company in the Favorites.

  6. Define the following dataset for KP:



  7. Furthermore, define the following Dataset for MA if you want to transfer the appointments for these companies or persons: