Activating CG Cloud in the CT Mobile app

To activate CG Cloud features in the CT Mobile app:

After performing the synchronization, the Retail Store records are available for viewing only in the Retail Stores menu item and on the Retail Stores tab in the Calendar, Nearby Accounts, and Routes modules.

To work with records, add the Retail Store object to offline objects and assign permissions to users.

If mobile users need the ability to create, edit, or delete records of CG Cloud objects, for example,Retail Store or Visit, it is necessary to make these objects available offline and assign permissions to users:

After performing the synchronization, mobile users can create, edit, or delete Retail Store and Visit records depending on the user permissions.

This setting is responsible for displaying related CG Cloud records in the same way as the regular custom related lists. So, on the Detailing tab, there can be sections with the related CG Cloud records and sections with the custom related list records if configured.

Administrators can customize the display of related CG Cloud records according to their type, such as Inventory Check, Promotion Check, or Other.

To create a new CTM Settings record:

The setup is complete.

Consider that the mobile users should have the appropriate permission for the CG Cloud objects listed below and required for proper operation of the CG Cloud features. Perform full synchronization to load all objects from the table to the mobile device.