Saving Data 

Use

You follow the steps described below to save business data that you have either created or changed.

 

Procedure

You can save business data in four ways:

1.       Select Save from the context menu for the tile in which you are working.

2.       Enter the shortcut keystroke CTRL + S

3.       Select Save from the Data menu.

4.       Select the Save  icon from the toolbar.

                 

If you have changed data and try to navigate to a new tile set, the mobile client application displays a message asking you whether you want to save your data. 

For more information about using context menus, see Context Menus.

 

Result

The system saves the data you have entered.

 

Example

You have just come from a strategy meeting to discuss your company’s spring marketing campaign. You need to enter details related to the campaign so that this information is available for the rest of the sales team. You select Marketing ® Details from the navigation bar. In the Marketing/Details tile set, you select New and begin entering the relevant information for the new campaign.

Once you have entered the data on the Marketing tile, select Save. The next time you synchronize with your company’s server, the system transfers the information related to the new campaign to the consolidated database.