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 the local database. Using subscription minimizes the database size and the time required to synchronize updated information to the main office database. You and the 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 SLX users that are added to the security profile (by the system administrator) can subscribe to the accounts you own as an individual or as a member of a team.
Note: 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 account ownership.
| If An Account Is Owned By: | Can Subscribe | Automatically Subscribed |
|---|---|---|
| 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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