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CRM Client User Guide
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Introduction
Logging on
User Interface
Responsive behaviour of CRM.Client Application
Start Page
Landscape/Portrait Mode
Navigation
Lists
Headers
Tabs
Mandatory Fields
Grid View
Swiping from One Record to Another
Basic Functions
Search
Viewing Records
Adding and Editing Records
Predefined Filters
Control Center
Switching Between Online and Offline Mode
Synchronizing Data
Viewing System Information
Viewing Log Files
Additional Features
Timeout
Lost Server Connection
Error Messages
Conflicts
Defining Log File Content
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User Interface
User Interface
Learn about the exciting features of CRM Client user interface.
Responsive behaviour of CRM.Client Application
CRM.Client application user interface is designed to provide an optimal user experience for different screen sizes, layouts, and resolutions.
Start Page
After starting the app the start page is displayed.
Landscape/Portrait Mode
You can view CRM.Client in portrait or landscape mode.
Navigation
Use the navigation bar in the top right corner to switch between the main areas.
Lists
When searching, search results are displayed in a list screen.
Headers
Each page in CRM.Client contains a single header that can contain up to three rows
Tabs
When displaying a record's details, tabs are displayed between the button bar and the information panels.
Mandatory Fields
Your administrator can determine that you need to enter data in certain fields (mandatory fields) before you can save a record.
Grid View
The display view renders the data fields in a grid view at higher resolutions.
Swiping from One Record to Another
Your administrator can define that you can swipe (in the header of an info area) from one record to the next one.
User Interface
Responsive behaviour of CRM.Client Application
Start Page
Landscape/Portrait Mode
Navigation
Lists
Headers
Tabs
Mandatory Fields
Grid View
Swiping from One Record to Another