Work offline with Launchpad CRM
You can use Launchpad CRM on the go whether or not you have an active internet connection. When you first connect to your Launchpad CRM server the entire application is stored on your device. Whilst you’re online all data is continuously synchronised with all other Launchpad CRM users as well as stored locally. If your internet connection is lost the application continues to work seamlessly using the locally stored data. As soon as the internet connection is restored any changes you made whilst offline are immediately synchronised with the Launchpad CRM server.
Before going offline
You need take no action to enable offline working – unlike many CRM applications there is no need to select which records that you wish to retain access to. This is because Launchpad CRM was designed as an Offline First application, which simply means it is designed to work without an Internet connection.
Going offline and back online
Your only consideration is to determine whether the device and Internet Browser combination are using is capable of working offline. If the link symbol is green then offline working is available. If the link symbol next to the log-out button is red then offline working is not available for the current device and browser combination – consider trying an alternative Browser. The act of transitioning between Offline and Online working is automatically handled by the Launchpad CRM application as your device connects to, or disconnects from, the internet.
Working with “Lie-Fi”
The term “Lie-Fi” is commonly used when your device has a connection to an access point, such as a Wi-Fi router or 4G signal, but can’t establish an internet connection to the Launchpad CRM servers. The Launchpad CRM application is smart enough to recognise this situation, and considers it as Offline Working. In very weak signal areas you may notice frequent changes in Offline working status, in which case try moving closer to the access point in order to obtain a stronger signal.
What features are unavailable offline?
Only those features which are wholly dependent on an internet connection are unavailable. The application will warn you if you try to perform an action that cannot be completed whilst offline. In summary, the following features are unavailable;
- Any activity through the “Setup” tab as these require modifications to be synchronised with the server at the time they are performed.
- Test indent
- Any online look-up function, such as sanction checks.
What features may not work as expected whilst offline?
- When working offline, since campaigns do not run from your local device, consider that any changes you make to a campaign will cannot be respected until the change is synchronised to the Launchpad CRM server.
Handling multiple changes to the same record by different users
If a change is made to a record whilst offline, which is also modified by another user, then the time of the modification is used to determine which change should persist. In this case the most recent change succeeds. Note that the time at which a user reconnects to the server is NOT considered, only the time the modification was made.