Configuring Approved Email for Mobile Devices

The following process enables Approved Email for mobile devices:

1. Open the VMobile Object Configurations tab.

2. Ensure the following VMOCs exist. If not, create them. All VMOCs should be Active with the appropriate device:

   Object	VMOC Details
   approved_document__v	Type: Full Sync Where Clause: none
   approved_email_settings__v	Type: Full Sync Where Clause: WHERE application_profile__v = @@USER_APP_PROFILE_ID@@ OR (application_profile__v = null AND security_profile__v = null)
   attachment__sys	Type: Metadata Only
   multichannel_consent__v	Type: Full Sync Account Lookup Field: account__v Where Clause: None
   sent_email__v	Type: Top Level Where Clause: WHERE account__v IN (SELECT id FROM account__vr) AND created_date__v >= LAST_DAYS:90
   user_detail__v	Type: Full Sync Where Clause: WHERE user__v = @@USER_ID@@

3. Ensure users have read access to the modified_date__v field on the objects above.

Email Templates reference images stored on public web servers. To view images in Email Templates while offline in Approved Email, adjust the Attachment VMOC so that Approved Document attachments are synced to Vault CRM for iPad. Approved Document attachments include a copy of the Email Template with embedded images. When synced, the Email Templates and images can be previewed from within Approved Email while offline ensuring that complex emails with many images render properly offline. Initial sync times may increase depending on the volume of Email Templates and embedded images.

Ensure the Include Attachments check box is not selected for the Attachment VMOC.

Individual VMOC Settings contain WHERE clauses which enable users to add filters limiting the data pulled onto a mobile device during the Vault - Vault CRM integration. See VMOCs for more information.

Changes made to the Attachment VMOC should be done in addition to any other modifications that may be necessary. The above is just an example of how the VMOC should be configured for Approved Email.