Many of the settings on the new Custom Settings section in the portal are also available as user settings on the device. The user settings override the company settings. So, if an admin makes a change on the company settings, it will not take effect on the user's app if they already set up their own settings.
Here are some common questions:
Question. Why didn't the option names update on my iPad?
Question. Why didn't the option names update on my iPad?
Troubleshooting Steps.
1) Do you have any user settings overriding the company defaults? If yes, then that is why.
2) Did you refresh data? If no, then you must refresh.
3) Did you create a brand new proposal? If no, then you must create a new proposal.
The settings that are at the company level AND user level are:
- Proposal Name
- Option Names
- Option Descriptions
- Show Model Numbers
- Show Line Item Pricing
- Include Brochures with the Proposal
If your user setting is set to Default, then the app will use the company setting.
If your user setting is set to Custom, then the app will use the user setting.
Example: Proposal Name is custom. User would need to select Default to use the Company Level proposal Name.

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