Setup: Difference between revisions

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;App
;App
:Switch to a different [[App_projects#Grouping_app_projects|app project]] available for the currently logged-in user.
:Switch to a different [[App_projects#Grouping_app_projects|app project]] available for the currently logged-in user.
=== My customizations ===
If the user has a created their own views, dashboards, or charts, they can be managed from here.
;My Views
:Manage the [[View#Private_views|Private Views]] you created using Advanced Find.
;My Dashboards
:Create or edit your [[Dashboard#Managing_private_dashboards_in_the_app|custom dashboards]].
;Private Charts
:Create or edit your [[Chart#Designing_charts_in_the_app|custom charts]].


=== Experience ===
=== Experience ===
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;Reminders
;Reminders
:When enabled, your mobile device will show you reminders of your upcoming CRM activities.
:When enabled, your mobile device will show you reminders of your upcoming CRM activities.
=== My customizations ===
If the user has a created their own views, dashboards, or charts, they can be managed from here.
;My Views
:Manage the [[View#Private_views|Private Views]] you created using Advanced Find.
;My Dashboards
:Create or edit your [[Dashboard#Managing_private_dashboards_in_the_app|custom dashboards]].
;Private Charts
:Create or edit your [[Chart#Designing_charts_in_the_app|custom charts]].


=== Synchronization ===
=== Synchronization ===


;Online mode
:Select when should online mode be used:
:* '''Always''' – app runs always in online mode
:* '''WiFi Only''' – app runs in online mode when the device is connected to internet via WiFi
:* '''Manual''' – user can switch between Online and Offline mode manually
:* '''Never''' – online mode is always switched off


;Auto sync
:Select when to run [[automatic synchronization]]
:* '''Never''' – auto synchronization is turned off
:* '''On Start''' – app syncs automatically at the start of the app
:* '''On Change''' – every time the user modifies something, the app will automatically sync the change
:* '''On Start & Change''' – combination of both


 
;Background sync




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