CT Mobile Control Panel 2.0: General

According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Application Setup record.

The General tab is intended to specify the main settings which are responsible for the CT Mobile app interface and the CLM package. The tab has the following sections:

ctm control panel general new

Before configuring settings, select user profile in the Set up profile list. After that, you will be able to configure settings for this profile on the General tab and all other tabs.

  • To configure settings for all users, select General settings profile.

  • Click Delete button to delete settings for a selected user profile.

Click Save to apply new settings.

Object Model Parameters

Person Account

Enable this attribute must be set if the client system uses the Person Accounts functionality. If enabled:

  • Person Accounts are displayed in the Contacts menu item and on the Contacts tab of the modules, except for the cases if the Reference object is selected in the Relate Contact to Multiple Accounts by Junction Object list.

  • Accounts are displayed in the Accounts menu item and on the Accounts tab of the modules.

Relate Contact to Multiple Accounts by Junction Object

Records of the selected object will be displayed on the Contacts menu item, on the Contacts tab in the Nearby Accounts module, and on the Contacts and Hierarchy View tabs in the Calendar module.

If the many-to-many relationship between the Account and Contact objects is not used in the system, please leave this field blank. For more information, refer to Reference Object.

Application Settings

Passcode

If enabled, the first time the user launches the CT Mobile app, the app will ask the user to set a personal passcode. Then, every time the user opens the app, a password will be required to access the app. When you enter the wrong passcode three times in a row, the database will be reset.

Quality of Attached Images

The ability to compress images used in the CT Mobile app.

The quality of the original image depends on the device type and its settings.

The attached images and taken photos may be compressed to reduce the amount of data sent to Salesforce. Hover over the slider to see the value:

  • 0%: the leftmost position, the maximum amount of compression, and minimum image size.

  • 100%: the rightmost position, no image compression, the functionality is disabled.

  • The default value is 50%.

Maps

Settings that may be used for the Maps widget on a record, in the Routes and Nearby Accounts modules.

Account Geolocation Field

To use geolocation, create a field with the Geolocation__c API name and with the Geolocation type on the Account object or Retail Store object in case of the CG Cloud integration. Then select this field in the Account Geolocation Field picklist.

If geolocation data is not specified, the account location will be retrieved from the Account Full Address field.

Account Full Address Field

Specify a field with the formula type to view the full address of the Account record. Create a new field with the Formula(Text) type on the Account object to contain City, Street, and other address info in one line. This field will be used to track geolocation data and build routes.

To correctly track geolocation data, a formula should not return any symbols, for example, in a case, if one of the mentioned in the formula fields is blank.

For example, to view the shipping city and shipping street, enter the following:

IF(
    NOT(
        ISBLANK(ShippingCity)
    ),
    ShippingCity & ", " ,
    ""
)
& ShippingStreet

Maps Type

Select one of the maps type to use:

  • Apple Maps

  • Google for iOS

  • Google for Android

  • Bing Maps

Options described below are available depending on the selected map type.

Google Maps iOS API Key

Obtain and enter your Google Maps API key for using Google Maps in the CT Mobile iOS app.

Google Maps Android API Key

Obtain and enter your Google Maps API key on this tab for using Google Maps in the CT Mobile Android apps.

Google Maps JavaScript API Key

Obtain and enter your Google Maps JavaScript API Key to track the geolocation of CT Mobile iOS users in real-time via the Geolocation Center in Salesforce.

Bing Maps Windows API Key

Obtain and enter your Bing Maps Windows API Key on this tab for using Bing Maps in the CT Mobile Windows app.

Background Location Tracking

If enabled, geolocation data continues to collect even if the CT Mobile app runs in background mode.

Tracking Interval (in seconds)

Set up the tracking interval of the geolocation data in seconds. If set to 0, the user’s current location will not be captured. Default value is 60.

Logs and Support

Debug Level

This attribute defines whether a Sync Log record should be created or not. Select an option:

  • Disabled: sync log record is not created

  • All: sync log record is created for each synchronization regardless of whether it was successful or not

    In this case, data storage can be overloaded.

  • Error: sync log record is created only in case of a sync error

Send database dump to

Choose where to send the customer’s database dump of the CT Mobile app. Select an option:

  • Salesforce.com

    The database dump will be attached to one or more Sync Log records in case of exceeding the size of 20 MB.

  • E-mail

    Specify the email to send the data logs and screenshots of synchronization errors.

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