Logging on

You can download and install the CRM.Client app from the Apple iStore or the Microsoft store.

To log on to CRM.Client:

  1. Start the CRM.Client app.

    The CRM.Client login screen displays.



  2. If you can log on to more than one server, click on and select the desired server.
  3. Enter your user name and password.
  4. If you are logging on for the first time, then you have to select the language for the CRM.Client application and click Apply Language. See the screenshot below:

    Note: You cannot login with out selecting and applying a language. During this step the required data model and UI details are loaded onto the device.
  5. Click on (Sign In) to login.

    Data, queries, settings, and more are synchronized with the main Aurea CRM database.

    Note: If you log on for the first time, this may take a while depending on the transferred data volume.

    The Dashboard displays.

Note: Your administrator can define a time span after which you have to log on anew. This can occur if you work with other applications and CRM.Client is not on the screen or your device switches off automatically.

Logging on in Offline Mode

You can log on to CRM.Client in offline mode, e. g. when no network connection is available.

To log on in offline mode:

  1. Click in the login screen.
  2. Switch Offline Login to ON. See the screenshot below:

  3. Log in to the application.

Viewing the Log File

In case problems occur during login, you can view the log file and send it to your Administrator.

To view the log file:

  1. Click in the login screen.
  2. Click on View Logs.

    The View Logs window is displayed.

  3. Click on Send Log File to open your e-mail client. The log file is already enclosed as log.txt file. Enter the recipient's e-mail address and send the e-mail.
  4. Click , to go back to the login window.

Logging off and Closing CRM.Client

To log out:

  1. Click to display the Control Center.
  2. Click (Log out).

    or

    Click to logout and close the CRM.Client application.