CRM offline mode on mobile is essential for users who work in areas with limited internet. This mode will ensure that your productivity runs smoothly and allows you to record, update transactions, record activities offline and synchronize data after returning online.

The explanation below will discuss everything including configuring and accessing data offline to dealing with data synchronization issues. See the whole steps below.

A. How to Configure Offline Mode

1. Log in to your Mobile CRM account.
2. Click the “Other” menu, then select the Account menu in the Settings section.
   
3. Then scroll down the Account settings page until you find Offline mode. Click the following option to continue.
   
4. Then you will see the following options. If you choose Automatic, the application will automatically switch to offline mode when no internet connection is detected and sync data as soon as the connection is re-established. If you choose Always online, the application will remain completely online, requiring an internet connection for all actions. Then if you choose Always offline, the application operates in offline mode regardless of internet availability and you must manually sync data when you are back online.
   
5. After that, select the mode according to your preference. Confirm your choice, and the app will adjust its functions based on the settings you choose.

B. How to Access and Manage Offline Mode

The Offline Mode feature comes with a new dedicated page called ‘Unsynchronized Data’. On this page, you can manage all data created or updated while offline. This page ensures that your data is stored securely and that synchronization is smooth once an internet connection is available. Follow these steps to access and manage the Unsynchronized Data page:

1. Open your Mobile CRM application.
2. Then go to the Other menu, then select the Unsynchronized Data tab.
   
3. On this page, you can manage Unsynchronized Data for the Contact, Company, Deals, Tasks, Note, Products, and Live location tabs.
   
   

   - Currently, the tabs that can be managed and synchronized are Deals and Tasks.
   - The Contact and Company tabs will remain hidden until the offline feature is ready for now.

4. Check the data listed on each tab. Unsynchronized data will be stored here until the internet connection is restored.
   
   

   You can also find a shortcut to 'review' the Unsynchronized Date via the following notification.
   

5. When an internet connection is available, the application will automatically synchronize the stored data..
   
   

   You may experience ‘failed sync data to server’, and there are several possible causes:
   - Poor internet connection.
   - The field condition is updated, for example not required → becomes required.
   - There may be changes made online while the user is offline (for example User A edits Deal XXX while offline, at the same time User B edits Deal XXX while online).
   - Data is deleted by another user while online.

C. How to Handle ‘Failed Data Synchronization’

When working offline, certain conditions can cause sync failure when the app comes back online. Here are the steps to resolve the issue.

1. Bad Internet Connection
   The system will continue to attempt to automatically synchronize the data. If automatic synchronization fails, you can manually synchronize via the Unsynchronized Data page.
   
2. Column Updated (e.g., Not required → Required)
   If the admin has updated a column, for example, from ‘Not required’ to ‘Required’, then the sync will fail if the ‘Required’ column is empty.
   Resolution to the problem:
   1. Click on one of the affected Deals.
   
   2. Then the following notification will appear, then click "Edit deal".
   3. Then fill in the columns that have the status 'Required'.
   
   4. Save changes and try syncing again.

3. Changes Made Online While Offline
   Example:
   User A edits Deal XXX offline, while User B edits the same Deal online. After synchronization, a conflict is detected due to changes made by User B.
   Resolution to the problem:
   The application will ask User A to review the conflicting data.
   Select one:
   1. Keep the online version (made by User B)
   2. Keep the offline version (made by User A).

4. Data Deleted by Another User While Online
   If a transaction that was updated offline is deleted by another user while online, the synchronization will fail. Users will be notified when they click on the data, and the deleted data will be automatically deleted permanently.

That is how Offline Mode works in Mobile CRM.