Field Ops CRM · Help
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Working offline

How the app saves without signal, and what the sync status means.

The app keeps your accounts, contacts, tasks and activity on your phone. Everything you add or change saves there first and uploads when you have signal.

To sync straight away, pull down on a list, or go to More and tap Sync now. Changes your admin makes, like switching a feature on or off, reach your phone when it syncs.

Don't delete the app while changes are waiting to upload: they're only on your phone until they sync.