May 2014
iPad User Guide for Swift MEAP
Swift MEAP Overview
Application structure
Introduction
Installation and synchronization
The Swift MEAP user interface
Navigation and Viewing Data
Searching and Retrieving Records
Adding and Editing Records
Options and Additional Functionality
Installation and synchronization
Downloading and Installing Swift MEAP
Install the Swift MEAP application from the App Store
Authenticating Users and Synchronizing for the first time
Authenticating your device
To sign on for the first time
Initial Synchronization
Manually Synchronizing Data
How Will I Know Synchronization Has Started?
Detecting Network Connectivity and Automated Synchronization
Incremental Synchronization
Background Synchronization
Reviewing the Sync Log
Clearing the Sync Log
The Swift MEAP user interface
Swift MEAP Home Page Overview
The Navigation Banner
Customized Top Level Objects
Common Top Level Objects
The List View
The Data View
Navigation and Viewing Data
Using the Navigation Banner
Navigating the List View
Using Data View
Expanding Key Record Information
Viewing Related Items
Viewing Detailed Information in Data View
Interacting With Other iPad Applications
Launching Google Maps
Sending Email From Swift MEAP
Using the Web Preview
Searching and Retrieving Records
Understanding the Search Structure
Searching Records in List View
Perform Data Source Look Up in List View
Search Terms and Viewing Search Results
Deleting Previous Search Results
Look Up Search Results and Downloading Records
Download process
Selecting associated items to download
Searching in Data View
Adding and Editing Records
Adding New Entries
Adding Top Level Objects
Adding Related Data
Grouped Activity Items
Data Entry Form
Selecting Dates and Times
To select a date and time:
Editing Existing Records
Editing Top Level Objects
Editing Related Data
Deleting Records
Checking Data Change Status
Options and Additional Functionality
Copying Information to iPad Applications
Copy Contacts to Address Book
Copy Leads to Address Book
Copy to Calendar
Other Available Options
Hide Sync Log Tab
Look Up
Show Record Count
Sort Field
App. Info.
Login
Clear Data and Reactivate
Advanced Options
App. Info.
Logging
Show Database
Show Queue
Page Comparison
General
Content
Integrations