Filters

You can add filters to

While offline data set filters are only executed on the server all other filter types must also be executable on the client.

Sometimes, custom filters defined for some records can prevent the CRM.pad application from synchronizing these records with the CRM.pad server, when these records are linked from other infoareas. To ensure that such linked records are synchronized with the CRM.pad device inspite of the preventive filters defined, set the Sync.IncludeLinkedData to true. For more information, see Sync Parameters.

For example, you may have set a filter to prevent the loading of a specific company record. And if the CRM.pad user adds this company to his favourites and then triggers a synchronization with the server. The Favourites infoarea is synchronized with the CRM.pad device, but the Company records are not loaded and the favourites will be pointing to an empty record.