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CRM Client Administrator Guide
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Introduction
System Requirements
Prerequisites
Rights
Restrictions
Installation and Setup
Configuring CRM.Client
Users and Configurations
CRM.designer
Data Model
Offline Record Set (Offline Data Set)
Using JSON
Login Page
Adding Buttons to the Start Page
Menus
Buttons
Control Center
Search
Displaying Record Details
Info Areas
Actions
Web Configuration Parameters and Layouts
Insight Board
Troubleshooting
General Checks
Problems Concerning Rights
Connection Problems
Login Errors
Performance Problems
Synchronization Problems
Server Problems
Lost Server Connection
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Configuring CRM.Client
Info Areas
Info Areas
Learn about CRM.Client info areas.
Field Groups
Learn about the fields group info areas.
Search&List Configuration
The Search&List configuration defines the search fields, headers and search results displayed on the search page.
Headers
Each page in CRM.Client contains a single header that can contain up to three rows.
Expand Configuration
The Expand configuration of an info area contains the field group and header group that configure the Details view of a record.
Virtual Info Areas
Virtual info areas are defined in Aurea CRM web.
Record Selectors
You can copy values from other records using a RecordSelector.
Filters
Learn about filters info areas in CRM.client.
Adding Filters to the Action Call
Up to six (depending on the action template) filters can be assigned to an action call.
Configuring CRM.Client
Users and Configurations
CRM.designer
Data Model
Offline Record Set (Offline Data Set)
Using JSON
Login Page
Adding Buttons to the Start Page
Menus
Buttons
Control Center
Search
Displaying Record Details
Info Areas
Field Groups
Search&List Configuration
Headers
Expand Configuration
Virtual Info Areas
Record Selectors
Filters
Adding Filters to the Action Call
Actions
Web Configuration Parameters and Layouts
Insight Board