Configuring CRM.Client

Learn how to configure CRM.Client.

The following topics are available in CRM.Client but are not described in this document. See the Aurea CRM web Administrator Guide for information:

  • Defining alternatives, i. e. if you want different icons or pages containing different fields according to the content of a field. For example, appointments can be displayed with a different icon according to its status (scheduled, completed, missed) or an Edit page according to the appointment type (e-mail, letter, etc.).
  • Virtual info areas