Synchronizing Data

By default, data is stored locally on your device when working with CRM.pad.

If you add or edit data, these changes need to be synchronized with the main CRM database.

New data added on your device is synchronized automatically at regular intervals. The interval depends on the technology you are using, e. g. WIFI: every five minutes, 3G: every hour, EDGE: every two hours.

When synchronizing automatically, only data is transferred. Changes to your configuration are not synchronized; to update your configuration, you need to start the synchronization process manually.

To synchronize data manually:

  1. Switch to the (Sync) area in the control center.
  2. Select one of the following options:
    • Update Data: Only records are synchronized.
    • Update Configuration: Changes to your configuration are transferred from the server to your device.
    • Full Data Synchronization: All data and your configuration is synchronized bi-directionally. This is also called a full synchronization.

      Your administrator can define that you need to carry out a full synchronization at regular intervals. If you do not perform a full synchronization in this case, you are unable to log on to the application. You are reminded by CRM.pad.

    • (Change Language): Switches your application to a different language. Carry out a full synchronization to ensure language change is applied.
Note: Synchronizing data manually can be time-consuming, depending on the volume of data transferred. Remember this when working abroad (roaming fees).