Work during a connection problem

Check the page's status before assuming a save succeeded. A record shown from a local copy can be older than the live case.

Prepare before leaving

Use Today → Take today offline where offered to keep the available case and price-list copies on the device. Confirm preparation completed while connected.

Offline copies support reading and printing. They do not make every editor available without a connection.

Continue an arrangement on paper

Use the arrangement worksheet when available. Record the details on paper and keep it with the case paperwork.

When connected again, enter the information into the case, compare it with the paper record and attach the scanned worksheet. Use the paper-conference record to identify when the meeting occurred where offered.

Check for changes entered by colleagues before replacing existing information.

A removal or capture is waiting to send

Keep the device and its stored data intact. Reconnect and use the available Send now or retry control. In the field app, review Outbox.

Check that the entry reached the case before discarding a queued copy. If it remains refused, read the error: access, an archived case or a changed record may need attention before another retry can succeed.

A payment save has an uncertain result

Reload the case and inspect the ledger. For a processor action, also check the request or processor status before repeating it.

Do not clear app storage, reinstall the app or create duplicate records as a first response to unsent work. Contact support with the action and error if recovery is unclear.

See Contact support for reports, attachments and help when you cannot sign in.