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, tap 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. Tap 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.