CRM Extension · Dynamics CRM · Resco Mobile CRM

Resco Mobile CRM: Linked Sync Filter

Firstly, let’s talk about Sync Filter. Sync Filter in Resco Mobile CRM works similarly to Outlook’s Offline Filter by specifying a Search Filter (Criteria) of data to be brought offline.

As part of Sync Filter’s search filter, you can specify a Link Entity criteria, eg. all Active Accounts which Primary Contact is owned by current user.
In this scenario, primary contact is the link entity criteria. However, the Link Entity criteria is ignored by Resco Mobile CRM unless Linked Sync Filter is enabled for the Project or Entity.

Download Woodford Guide http://www.resco.net/mobilecrm/downloads/WoodfordGuide.pdf

Cheers,
Sy

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