By setting up the Sync Filter we define a condition for the CRM database entities (rows) which will be synced to your mobile device. Please bear in mind the capacity of mobile devices. In this example we set up a Sync Filter for a lead whose owner equals to Veronica Quek(in this example)
Select the entity from the list on the left, for which you want to define the Sync Filter. Then click the Sync Filter button.
Click the black little arrow next to the Lead to expand the box. Select “Add Condition”, and select the desired field. Then define the condition and add the value.
Don’t forget to click Save/Save & Close the changes.
To get the sync filter result on the view of the particular (e.g. Lead) entity.
Click on ‘Views ‘on the left hand side and select ‘Properties’ of the particular view and tick on ‘use Sync filter in online mode’.
If we need to apply sync filter for the views.eg: we set up a Sync Filter for a lead whose owner equals to Veronica Quek in the main entity sync filter and for the View we set up a sync filter for a lead whose Status Reason equals Qualified (in this example)
Double click on the View and select Edit Filter
Set the condition by clicking on the black arrow
In this case, Sync Filter is applied to Lead entity whose owner is xyz and the particular view displays only whose status reason=qualified for owner=xyz.
To access the brochure, enter the details
Copyright © 2023 – Infinite Computing Systems, Inc. | All Rights Reserved.