Additional Information

This topic has a list of additional information that may be useful for CRM.pad users.

Below are some of such useful information:

Timeout

Your administrator can define a timeout for your session. If a timeout has been defined, you are logged out of CRM.pad when switching to another application and CRM.pad is idle for this amount of time. In this case you need to log on to the application again.

Lost Server Connection

You may be unable to establish a connection with your server even though an internet connection is available.

In this case, only the message "Please wait, data is loaded" is displayed after logging on (instead of the Overview). Try to switch to an info area (e. g. Persons) from the menu. If data is displayed, this indicates that you can access the offline data stored locally on the device.

Error Messages

Error messages, e. g. that you cannot save a record because a mandatory field does not contain data, are displayed at the top of the screen:



You can display more information. Tap on to display additional details:



Tap on Send Report to send the details by e-mail, e. g. your administrator.

Conflicts

You can edit data without a connection to your server. Your changes are stored locally, and synchronized automatically once the online connection is available again. However, sometimes data cannot be updated, e. g. because your administrator changed your access rights and you are no longer permitted to update a specific record.

In this case, the affected record (and its child records) is stored locally and marked as blocked.

You are informed about the synchronization conflict and can try to fix the problem or contact your administrator.

Once the problem has been fixed, tap on Retry All to synchronize all pending records.

Defining Log File Content

If you encounter problems with CRM.pad, your administrator can ask you to activate specific log file content in your iPad settings.

Note: As activating log file content can impact on performance, only change these settings when asked to do so by your administrator.

Contact your administrator for further information.