Subscription and Security
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Remote users only |
You can use subscription to select, or subscribe to, accounts you use on a regular basis and want to store on your local database. Using subscription minimizes your database size and the time required to synchronize updated information to the main office database. You and your system administrator can establish what accounts you need to subscribe to.
- You automatically subscribe to accounts you own as an individual or as a member of a team. You cannot unsubscribe to these accounts.
- Other Infor CRM users that are added to your security profile (by the system administrator) can subscribe to the accounts you own as an individual or as a member of a team.
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Activity auto-subscription: If a user is assigned to an activity as a member, but the account is not in his or her database, the user is automatically subscribed to the account. The exception is if the user does not have access rights; in that case, the user receives notification of the activity, but is not subscribed to the account. |
Each time you synchronize, all new and updated accounts appear on the Accounts tab in the What’s New window. These accounts only include the records you can access. You can view new, updated, or deleted records.
This chart demonstrates how subscription works based on accountownership.
| If An Account Is Owned By: | Can Subscribe | Automatically Subscribed |
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| An Individual | ||
| You (as an individual) |
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| A Team | ||
| Where you are the team owner |
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| Where you are a member |
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| Everyone |
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- On the Navigation Bar, click What's New.
- Click the Accounts tab.
- Find the accountyou want to subscribe to, and then click Subscribe.
You will receive updated information for this accountduring synchronization.
- On the Navigation Bar, click What's New.
- Click the Accounts tab.
- Find the accountto which you no longer want to subscribe, and then click Unsubscribe.
You will no longer receive updated information for this accountduring synchronization.
Understanding the Infor CRM Offline Web Client
What's New for Offline Web Client Users
