When creating or editing CRM information (objects), the application displays icons to indicate important information.
For each opportunity, the SAP server calculates the chance of success and shows an icon indicating the chance-of-success percentage.
When you create a new object or modify an existing one, 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 only in the device database. The SAP server replies in one of three ways:
- Accepts the changes. The pending icon disappears.
- The pending icon changes to a yellow triangle. You can ignore (remove warning) or manually fix the issues.
- The pending icon changes to the red error icon. You must fix or undo the changes.
If multiple users simultaneously update a record, the most recent valid change is updated on the SAP system.
| Icon | Description |
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Pending changes. If you are 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. You cannot edit an object with pending changes. |
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Yellow triangle indicator – 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.
To clear the warning messages, open the fact sheet, highlight the messages, press the Menu key, then select Clear Messages. If you fix the issues, the object is pending until synchronized with the SAP server. Note: If a contact contains warning messages, the warning messages also appear on the account associated with the contact and all contacts associated with that account.
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Red error icon – the 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 fix the errors, open the fact sheet, highlight the error messages, press the Menu key, then select Fix It, which opens the Edit screen. To cancel the new object creation or to revert the data edits to an existing object, highlight the error messages, press the Menu key, then select Cancel Changes. If a record is rejected because of incorrect login information, the application displays a window in which to enter your correct password. After you enter the correct login information, you must manually edit the affected record again and save it. |