Using the Offline Client
Using Oracle Offline On Demand (the Offline client), you can do much of your work, such as adding accounts, updating opportunities linked to accounts, marking tasks as completed, and setting up appointments, while you are disconnected from the Internet.
To work with the Offline client, you first install the client on your laptop or desktop computer, as described in Installing the Offline Client. Then, you copy or download the records from Oracle CRM On Demand to your computer. When you download records, you can limit the records that you want to include, based on the criteria that you set up.
After downloading, you can view or update those records as well as create new records while working offline. The user interface (UI) for Offline client is similar to Oracle CRM On Demand UI, but Offline client offers a subset of the functionality that Oracle CRM On Demand has. The following features are not supported in the Offline client:
When you reconnect to the Internet, you can upload the new record information to Oracle CRM On Demand at your company. The process of keeping both sets of records consistent is called synchronization.
NOTE: To use the Offline client, the administrator must set the Enable Offline Access privilege in your user role.
See the following topics for related information:
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