File
- Disconnect
How to disconnect and create a local database in Mamut Enterprise Travel CRM
Select File and click Work offline.
Select which documents you want to include in the synchronisation of the local database. Remember it can take a long time to disconnect if there are large quantities of data and documents can take up a lot of space.
Click Next and wait until the program has finished copying the database locally.
Click Complete and the program will close.
Start the program.
At startup you will be alerted to the fact
that you are in offline mode. The word [Offline
mode] will appear in the title bar at the top to indicate this.
More about documents
If you have a portable unit with small space or if you want synchronisation to run as fast as possible, you can select to include My Documents only or No Documents at all.
All documents include documents that others have stored in the database, while My documents are those you created yourself (Created by) as well as those with your name as Author or Our ref.
Many users discover that they have no need for any documents when they work off-line. If this is the case, select No documents. The process of creating a local database will go much faster.
The selection you make here will be remembered later so that next time you disconnect your previous selection will be suggested as a pre selected.
Tip! You can register orders in the
local copy from the contact card, under the Sales and Invoicing tab.
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