Data Status Indicators

When creating or editing CRM information (objects), the application displays icons to indicate important information.

For opportunities, the SAP server calculates their chance of success and displays an icon indicating the chance-of-success percentage with each opportunity.

When you create a new object or modify an existing objects, the changes are placed in a pending state and wait for the SAP server to accept the changes. Until accepted by the SAP server, the changes are stored in the device database only. The SAP server replies in one of three ways:
  • The SAP server accepts the changes. The pending icon disappears.
  • The pending icon changes to yellow triangle. You can choose to ignore (remove warning) or manually fix the issues.
  • The pending icon changes to red error icon. You must fix or undo the changes.

If multiple users update a record simultaneously, the last valid change is updated on the SAP system.

Data Status icons
Icon Description
CRM Pending Changes for Windows Mobile Pending changes. If working offline, any new or updated information goes into a queue until the device goes online. The Mobile Sales application tags information in the queue with a Pending Changes icon. When an object has pending changes, you cannot edit it.
CRM Warning Icon Yellow triangle indicator. SAP server indicates warning messages associated with the data. You can ignore the messages or manually fix them. If you do not make the required edits to fix the warning, the warning remains. Edit the object to fix the issues that caused the warnings. To remove the warning, open the fact sheet, then select Menu > Remove Warning. If you fix the issues, the object is pending until synchronized with the SAP server.
CRM Error Icon Red error icon. SAP server has rejected the new or updated object. You must fix or undo the changes to clear the error. View error messages in the object's fact sheet. Select the message to view its details. To undo the changes, select Menu > Undo Changes, or fix the errors by editing the object, then save it.

If a record is rejected because of incorrect login information, the application displays a window for you to enter your correct password. After you enter the correct login information, you must manually edit the affected record again and save it.

Related reference
Troubleshooting