Highlights
- Your changes are kept during sync. Edits you make while a sync is running are saved on your device and sent with the next sync. Downloaded updates don’t replace changes you haven’t synced yet.
- Find any record in a lookup. Type at least three characters to search all matching records on your device.
- See reference images in surveys. Questions and answer options can show images that you can open full screen and zoom.
- Skip photos that aren’t required. Optional photo questions offer Not Required and Do Not Upload.
- Clearer dashboards. Dashboards show bar, line, pie, and gauge charts, including stacked and multi-series charts with legends.
- While the app saves your check-in or check-out, Checking in… or Checking out… appears on screen.
- You can check out when every task is completed or has a reason.
- Images attached to a question or an answer option show a zoom icon. Tap the image to open it full screen, and pinch to zoom.
- When a photo isn’t mandatory, select Not Required to skip it, or Do Not Upload to keep a photo you took from being uploaded. The question counts as answered.
- Questions with more than 15 options open a list you can search.
- Survey status and the related task update together when you save.
- Lookups and account lists show up to 1,000 records when they open. Type at least three characters to search all records on your device.
- Records show your latest changes, even while a background sync is running.
- On Android, you choose photos with the system photo picker, so the app doesn’t need access to all your photos, videos, and files.
- Clear messages explain when the app needs camera or photo library permission. If your device has no camera, you can choose a photo from your library instead.
- The Sync page shows Background Sync Errors. Tap Show details to see them, or Clear to remove them. These errors retry on the next sync.
- Your admin can limit background sync to your company’s business hours.
- Background sync stops when you log out, and picks up cleanly if it was interrupted.
- First-time setup needs a stable connection. If the connection drops, check your network and tap Retry.
- The app keeps you logged in through short connection drops and asks you to log in again only when needed.
- Logging out and switching users or orgs reset the app cleanly.
- Prices show the right currency symbol for your org.
- Each scanned barcode is checked against your product list. If the product isn’t found, the app shows the scanned barcode and asks you to scan again.
- If a barcode is damaged or won’t scan, tap Barcode damaged? Enter manually.
- Messages about the barcode, quantity, or expiry date appear in the form, next to the field they apply to.
- Your profile loads reliably.
- Messages and confirmations appear reliably, one after another.