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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
Aurea CRM Client User Guide
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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.
User Interface
Learn about the exciting features of CRM Client user interface.
Basic Functions
Learn about the basic functions for using CRM Client.
Control Center
You can access the control center from anywhere within the application.
Additional Features
Explore additional special features and functions in CRM.Phone.