Subscription and Security

You can use subscription to select, or subscribe to, accounts you use on a regular basis and want to store on your local database. Using subscription minimizes your database size and the time required to synchronize updated information to the main office database. You and your system administrator can establish what accounts you need to subscribe to.

• You automatically subscribe to accounts you own as an individual or as a member of a team. You cannot unsubscribe to these accounts.
• Other Infor CRM users that are added to your security profile (by the system administrator) can subscribe to the accounts you own as an individual or as a member of a team.

Each time you synchronize, all new and updated accounts appear on the Accounts tab in the What’s New window. These accounts only include the records you can access. You can view new, updated, or deleted records.

This chart demonstrates how subscription works based on account ownership.

If An Account Is Owned By:	Can Subscribe	Automatically Subscribed
An Individual
You (as an individual)
A Team
Where you are the team owner
Where you are a member
Everyone

How Do I?

Subscribe to an account

1. On the Navigation Bar, click What's New.
2. Click the Accounts tab.
3. Find the account you want to subscribe to, and then click Subscribe.
   You will receive updated information for this account during synchronization.

Unsubscribe from an account

1. On the Navigation Bar, click What's New.
2. Click the Accounts tab.
3. Find the account to which you no longer want to subscribe, and then click Unsubscribe.

You will no longer receive updated information for this account during synchronization.

Related Topics

Understanding the Infor CRM Offline Web Client

What's New for Offline Web Client Users

What Is Synchronization?