How will I know which client records are accessible offline?

Q - How will I know which client records are accessible offline? 

A - The Open Client Record dialogue’s My Clients tab shows not only the client files owned by your user account, it also shows the files that will be available to you when working offline, provided that you have set up offline mode

The All Clients tab, by contrast, shows records stored on our servers. These may be a mix of your own records, those created and owned by your user account, and files created and owned by your colleagues that you are allowed to access.

How do you move a record, perhaps one created by a colleague, onto the My Clients tab to access it offline? See the instructions on how to grant colleagues offline access to your client records

 

Client files that will be available to you offline are noted with an asterisk

Client files that will be available offline are marked with an asterisk on the Open Client Record dialogue.

 

Related Topics

Offline Mode - Set up the software for occasional offline use, set an offline passcode

Best practices. Thirteen things to know about offline mode

 

For Further Reading

For more information on offline mode, view our offline guide.