Users and Configurations

The behavior and functionality of CRM.Client is controlled by the current user's configuration and its parent configurations.



The default configuration used by CRM.Client and CRM.mobile is called update.tablet. This is a root configuration, it is in no way connected to UPDATE_DEFAULT used for Aurea CRM web.

You cannot change or delete the update.tablet configuration.

To create a custom configuration:

  1. On the CRM.designer main page select "CRM.Client" from the Application drop-down list.

    The Configuration field is automatically updated to update.tablet.

  2. Click New Sub-Configuration.
  3. Enter a name and an (optional) description.
  4. Click Save.

Since a user cannot change configuration units in CRM.Client and CRM.mobile (define lists, store queries, etc.), the automatic creation of a user configuration is not supported.

All user configurations have to be created and configured by the administrator.

  1. If you want to use one custom configuration for all users, assign this configuration to the DefaultUser.


To create a user:

  1. On the CRM.designer start page in the Configuration area, click Users | Configurations.
  2. In the User area enter the user's login name as User Name.
  3. Select a Configuration.

    (The create new config flag is not supported by CRM.Client and CRM.mobile)

  4. Select "CRM.Client" as Application.


  5. Click (Add).

When the user logs on to CRM.Client or CRM.mobile, the assigned configuration is used.