Homepage

The home page buttons allow the following functionality:

offline homepage

Record Contact: Record a call with a named or unnamed customer.

Record Meeting: Record a meeting with named and unnamed customers.

Contact Manager: Displays a list of all saved and draft contact records with edit, merge and delete options.

Upload Contacts: With an active Internet connection, upload contacts to actisCRM so that they can be completed and used for reporting purposes.

Download Data: With an active Internet connection refresh the geography data.

Exit/Reconnect: Exit actisCRM Offline or reconnect to the application once an Internet connection is established.

Status: Indicates whether actisCRM Offline is being used online or offline.

Settings: Change language and other application settings.

Important: Making changes to the settings may adversely affect system performance. Tap Reset to return to the defaults.