on 06-11-2012 4:10 PM
Hello all ,
On IPAD i can see contacts & accounts that i create with my user, but i can not see the data which i didnt create.
On web UI i can see other contacts & accounts which is not created by me, is there a possible way to see all contacts&accounts on IPAD ?
So if there is an opportuniy on web which is created by me but contains some data which is not created by me(like competitor, contact,account) , i see their ID on IPAD like 000000529. But i want to see their name .
Is this possible ?
Solution is creating custom Distribution Model in DOE.
CRM Sales mobile app works offline. It means data is stored in device.
For example, CRM backend has 50,000 accounts in world wide, but you are sales person working on 50 customers in specific region of your country. You don't want to store other 49950 customers on your device. You need some custom rule to distribute data to your device.
Regards,
Masa
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ok i want to ask another question related to this.
when i create activiy, it creates on CRM side, but instantly disappears on device. i can only see it on recent section. no data comes on activiy section, how can this be possible ? i am sure it was working 2 weeks ago. download-upload customizing looks good.
Please check this. It is also valid for SAP CRM Sales app.
Bulk rule sends everything without rule.
I would like to know use case.
Role of user: Sales/ Sales Manager/ Marketing ??
Customer A has 50,000 accounts in their CRM system. Sales B handles 50 accounts he is responsible in Tokyo. Sales B needs to look at other 49,950 accounts in his device, because ... and follow-up action is ...
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