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Adding and Updating Records in Your Offline Edition

You can add or update records in your Offline edition and later upload them to Siebel CRM On Demand.

Before you begin. Make sure the time zone on your laptop or desktop computer is set to the same one used in your Siebel CRM On Demand application. For instructions on viewing your time zone in Siebel CRM On Demand, see Updating Your Personal Details.

Adding and updating records works the same way in your Offline edition as it does in the main application.

  • You can add records from the Create box in the left Action bar or wherever you see a New button on a page.
  • You can update records wherever you see an Edit button or an Edit link.

    TIP:  The Offline Status information on the left displays the number of changes you make while working offline.

Related Topics

Uploading Records From Your Offline Edition


Published May 2008