Editing Predefined Info Areas

Learn how to edit predefined info areas.

  1. Start the Maintenance module.
  2. Switch to the Data Model info area.
  3. Click on the Core entry under Info Area in the tree structure.

    A table is displayed listing all info areas.

    Click (Find) to search for info areas (by name or ID). The search works as described for the CRM Process search, see Searching for CRM Processes.

  4. Click in the Fields column of the info area you wish to edit.
  5. Edit the fields in the info area by:
    Note: Aurea recommends using the existing data model as much as possible, for example by renaming free fields. Only define new info areas and fields if the standard info areas cannot meet your requirements.
  6. Close the Fields table. The info area is highlighted in pink.
  7. Continue editing the info area, see Info Area Options.
  8. Close the Info Area table.