Menu Actions instead of Actions in Tasks

Actions are not supported in Aurea.CRM web. Instead you can assign processes and menu actions.

For further details, see Aurea.CRM web Administrator Guide.

Four default processes are available:

  • PhoneNoHits
  • PhoneExpandRecord
  • PhoneNewAppointment
  • PhoneMultipleHits.

To edit the Aurea.CRM web settings:

  1. Open the Rights module.
  2. Select Extras >  CRM.phone Task from the menu.
  3. Enter the name of the process in the Process field under Aurea.CRM web Settings. The following processes can be entered:
    • No Hits: Enter PhoneNoHits in the No hits tab. If no record is found, the user can decide to start the person or company search or add a new record.
    • Exact hit: Enter PhoneExpandRecord or PhoneNewAppointment in the Exact hit tab. The PhoneExpandRecord process displays the record found in mask view. The PhoneNewAppointment process opens the tab view in order to add a new activity record for the record.
    • Multiple hits: Enter PhoneMultipleHits in the Multiple hits tab. The records returned are listed, and the user can select the desired record from the list.
  4. If instead of a process you want to use a menu action, enter its name into the Menu Action field. You can also use Menu Action parameters
  5. Enter the menu action that should be called instead of a process in the Menu Action field. You can also transfer parameters (e. g. the telephone number generated by the telephony system). For further details, see Transferring Parameters to Aurea.CRM web.
  6. Save the task.