Viewing Related Data

Learn how to view data related to contact person on business cards.

Data related to the contact person is shown below the business card, what data you can access is defined by your administrator. The standard version includes the following info areas:

  • Contacts
  • Opportunities
  • Properties

If the sender is a participant in these info areas, the records are listed:

Navigating through Info Areas

There are several ways you can switch from one info area to another:

  • (Menu):

    Click on this button. The available info areas are listed. Then click on the desired entry.

  • Previous and Next buttons:

    Click on (Previous) or (Next) to switch to the previous or next info area. The name of the info area is also displayed:

Previous/Next bar:

Move the cursor to the left (previous) or to the right (next) side until a gray bar is displayed.

Showing Details of a Record

You can open the details of a record in update.CRM web or in CRM.connectLive.

To display record details, e. g. for a contact:

  1. Move the mouse over the first line of the record (bold formatted). The color changes to orange indicating the link to the record in the database:

    The field's entire content is displayed as tooltip.

  2. Click on the link to open the record in update.CRM web.
  3. You can also click on the second (gray) line.

    The details of the record are displayed in CRM.connectLive:

  4. Click on to return to the business card or click on to open the record in Aurea.CRM web.