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CRM Client Administrator Guide
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Using this help
Notices
Documentation PDFs
Support
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
Aurea CRM Client Administrator Guide
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Introduction
CRM.Client application allows you to access, display and edit data stored in Aurea CRM on your tablet PC, Desktop and mobile devices running on Windows 10 or iOS operating systems.
Configuring CRM.Client
Learn how to configure CRM.Client.
Troubleshooting
CRM.client troubleshooting