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#1 2012-04-30 16:20:31

davidbattin
New member
Registered: 2012-04-30

Customer records

I have uploaded the products and catalogue details fine. Have uploaded the customer file but no records have been downloaded from the cloud. I have checked all the mappings and they appear correct. what have i done wrong?

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#2 2012-04-30 16:43:55

admin
Administrator
Registered: 2008-02-09

Re: Customer records

By default, an iPad should see all customer records.

However, if you've set up a rep restriction (in your cloud account) for a particular iPad then only the customer records relating to that rep are downloaded to the iPad.

If no customers are appearing then I would suspect a rep restriction has been set up. In this instance, clear the restriction in the cloud account then force a full download in the Download Manager within Sales Presenter.

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