Options

Account Details
You can view details of the logged in user under the Account Details section, such as User ID, Name, Email Address and User Type. It is always best prac...
Mon, Feb 22, 2021 at 4:24 PM
Change Password
The current password must be known in order to choose a new one. It is strongly recommended to store the password in a safe place to avoid being locked out...
Mon, Feb 22, 2021 at 4:47 PM
Manage Collateral
Summary This option allows the user to manually check for new content to sync or to delete the previously synced ones. Content Sync The con...
Mon, Feb 22, 2021 at 5:05 PM
Manage Offline Cache
Calls from the current day in the diary are automatically cached, or in other words a copy of the call is downloaded onto the device for use in Offline Mode...
Mon, Feb 22, 2021 at 5:10 PM
Miscellaneous Settings
Misc. Settings contain additional settings to tailor the app to your preference. Remember last used Sales History Order Type By default this option...
Mon, Feb 22, 2021 at 5:18 PM
Version Number
The version number is available on the bottom right corner of the Option menu. This information is useful when raising a support request with the helpdesk t...
Mon, Feb 22, 2021 at 5:19 PM