Field Help

Information about all the fields in the database is stored in the field help.

Field help is displayed as context-sensitive help in the Aurea CRM application.

To make the field help available for your users:

  1. Download the field help from the Aurea CRM support page at https://support.aurea.com.
  2. Use CRM.translation tool to import it into your database, see Importing Field Help.

The field help is stored in the Field Help info area (FH). The FH table is linked to the Text table (04).

The field help is displayed in the current language. If no field help is available for the current language, the texts are determined as follows:

  • if no field help is available for the current language, the parent languages are searched
  • if no field help is available in the parent languages, the catalog base language is used
  • if no field help is available in the catalog base language, the language-independent text is used
  • if no language-independent text is found, the next available text in any other language is used (the search order is determined by the language numbers in ascending order).
Note: Import the field help to be used as a fallback for languages for which no translated field help exists to the catalog base language or as language "0" (i.e. language-independent).

You can edit the field help to adapt it to your requirements and to reflect customizations made to your system, see Editing Field Help. If you add new fields to your Aurea CRM database, make sure you define field help entries for them, see Adding Field Help for New Fields. The field help can be exported from and imported to Aurea CRM's database using CRM.translation tool, allowing you to edit and translate the texts in Microsoft Excel, see Exporting Field Help and Importing Field Help.

Note: Access rights defined for the Field Help info area do not affect the displaying of the field help, i.e. Deny Access defined for FH does not prevent the field help from being displayed in Aurea CRM win and Aurea CRM web