Introduction

CRM.Client application allows you to access, display and edit data stored in Aurea CRM on your tablet PC or Desktop running on Windows 10 or iOS operating systems. See https://support.aurea.com for details on the system requirements.

You can use CRM.Client along with Aurea CRM Web. The CRM.Client app works independently of the CRM Web version but both of them work with the same database. Your administrator has to define the configuration, so that your CRM Web and CRM.Client work with the same database.

This document describes the elements in the user interface and the most important functions such as searching and editing data, including calendar and appointment data.

Your administrator can configure CRM.Client functionality and user interface to meet your individual requirements. The functions and user interface in this document may therefore differ from those in your installation. Contact your system administrator for custom modifications that differ from those described in this documentation.