3. Creating Vision Settings Records

After all the necessary record types are created, you can start configuring CT Vision settings for the CT Mobile app.

To create a new Vision Settings record:

Go to the Vision Settings tab → click New.

If the tab is missing, create a custom tab for the Vision Settings object.
In the New Vision Settings window, select the record type and click Next.
1. The following records are required for CT Vision operation:
  - Vision Visit
  - Vision Shelf
2. The following records extend the CT Vision functionality:
  - Vision KPI
  - Vision Hint
  - Vision Info
  - Vision Product List
  - Vision Account Object
    
    This setting should be configured in case you are not using the standard Account object in your data model
Specify parameters and click Save.
Repeat steps 2–3 to create all required and, if needed, additional Vision Settings records.

The setup is complete.