Performing Data Sync
Android and iOS
Data sync synchronizes all the records matching the configured Download Criteria and Advanced Download Criteria, including attachments. It also synchronizes events, related records, and child records. After the completion of data sync, the screen is refreshed to reflect the new changes.
1. From any screen in the Go app, tap the Sync icon.
After a successful sync, a confirmation message is displayed.
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Scheduled Sync: A full data sync, but only at a scheduled time configured by the administrators.
Smart Sync: Smart Sync is a way of triggering full sync, limiting the sync to a specific SFM. It is applied only to the SFM transactions where you create a new record or edit an existing record, thereby synchronizing only the objects used by the current transactions and the attachments.
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Windows
Data Sync synchronizes all the records matching the configured Download Criteria and Advanced Download Criteria, including attachments. It also synchronizes events, related records, and child records.
To sync data:
1. Click the Sync icon form the left navigation pane. The last synchronized date and time is displayed.
2. Click Sync Now.
After a successful sync, a confirmation message is displayed.
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Scheduled Sync — A full data sync, but only at a scheduled time configured by the administrators.
Smart Sync — Smart Sync is a way of triggering full sync, limiting the sync to a specific SFM. It is applied only to the SFM transactions where you create a new record or edit an existing record, thereby synchronizing only the objects used by the current transactions and the attachments.
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