Reload CRM customers in the Android app

The Android app stores CRM records on this phone or tablet. If your territory changed, or support asked you to refresh CRM data, download again. These steps are not the iOS Update wording copied onto Android. The Android menu is still labeled Update, and the items are Download all customers and Download recent changes.

Download CRM data

1. Open customer search. In Content Library, tap the person icon if your team shows it. Or open a presentation and tap the person icon in the viewer bar.
2. When the title is Search Customers, tap Update at the bottom.
3. Choose Download all customers for a full replace, or Download recent changes for an incremental refresh.
4. If records already exist, Download all customers asks you to confirm before it replaces the local copy.

If you have never connected, you see Connect Your Accounts first. If you are connected but have no local records, you see Download Customers and Start Download. See connect to CRM in this category.

You can still search and filter while records are present: All, Selected, Recent, Accounts, HCPs, and Contacts when your CRM uses that chip.

Delete local customers

Delete all customers removes the copy on this device. It does not delete people from your CRM. You can download again later. The confirmation says your CRM data stays safe.

If download fails

• Check that you are online. An error alert can appear with Retry or Cancel.
• If you are not connected to CRM, connect first.
• If catalog or CRM never refresh, also check battery restrictions in this category.
• Use Help, then Report a Problem, or send diagnostic logs from Settings.