Mobile sync

Mobile sync allows you to seamlessly synchronize your Appointments, Addresses, Tasks or Holidays with your mobile device. Before you visit a customer, or whenever you are out of the office, you can simply "take" all the relevant data with you.

You use configurable views to define the data you wish to synchronize, for example: appointments within a specific time period, addresses with specific characteristics, or tasks of a certain category.

How does synchronization work?

If you have an online connection then all changes will be synchronized. This synchronization can also be performed bidirectionally.

When using bidirectional synchronization, any changes you made on your mobile device and any changes made in CAS genesisWorld are compared and synchronized. When the synchronization is finished, you will have the same data on both your mobile device and in CAS genesisWorld.

In addition to a manual synchronization, you can set specific intervals during which your data is synchronized automatically.

Synchronization is performed via WLAN or the mobile data connection of your mobile device. SSL encryption is used for sensitive company data eliminating any risks of a data breach.

For more information, go to CAS Product Documentation.

Your benefits

• Mobile sync helps you to seamlessly synchronize you data between your mobile device and CAS genesisWorld.
• Mobile sync gives you access to your appointments, addresses, tasks and holidays while you are on the move.
• The easy synchronization keeps your data current regardless of whether you are on the move or in the office.
• Bidirectional synchronization saves you the extra effort of double data handling.

Important information

• In principle, you can synchronize all of the following data record types: Addresses, appointments, tasks and holidays. However, you can only synchronize the data record types that your mobile device supports.

Using filters, you can select the data record type and the data records that you wish to synchronize.

• Not all CAS genesisWorld fields will be transferred when synchronizing to your mobile device. Field assignment is set for Mobile sync.

Please contact your administrator if necessary.

• The Holiday data record type can only be unidirectionally synchronized from CAS genesisWorld to your mobile device.

Holiday entries on your mobile device are displayed as appointments.

• Due to software patent restrictions, the Mobile sync server cannot be installed and set up in the USA.

However, the use of Mobile sync by a mobile device is allowed in the USA.