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CRM Client User Guide
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Using this help
Notices
Documentation PDFs
Support
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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Basic Functions
Basic Functions
Learn about the basic functions for using CRM Client.
Search
The data you access on your device is generally restricted to only the data you require for your daily work.
Viewing Records
Learn how to view records on CRM Client.
Adding and Editing Records
Depending on your access rights and configuration, you can edit or add records.
Predefined Filters
Your CRM.Client administrator can define additional filters (not included in the standard version).
Basic Functions
Search
Viewing Records
Adding and Editing Records
Predefined Filters