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Using the Offline EditionThe Offline edition of Siebel CRM On Demand lets you do much of your work, such as adding accounts, updating opportunities linked to accounts, marking tasks as completed, and setting up appointments, while you are disconnected from the Internet. To do so, you copy or download the records from Siebel CRM On Demand to your computer. When you download records, you can limit the records to include, based on criteria you set up. After downloading, you can view or update those records as well as create new records while working offline. The interface is similar to the main Siebel CRM On Demand application, but it offers a subset of the functionality that the main application has. When you reconnect to the Internet, you can upload the new record information to your company's Siebel CRM On Demand application. The process of keeping both sets of records consistent is called synchronization. NOTE: To use the Offline edition, you must have the Enable Offline Access privilege. | |||
Published May 2008 |