User Settings

User settings are saved between sessions according to their types.

User settings are automatically saved between sessions:

  • Roaming settings are saved in the Aurea CRM database (in the I9 info area). These settings are used on all clients whenever a user re-accesses the respective page, e.g.. search settings, sort order of a list, filter sets, etc.
  • Local settings are saved in the browser's local storage on the client. These settings are client-specific, e.g., the size and position of a popup, the view settings of a dashboard panel, etc.

Additional information for developers is available in the article “How to Deal with User Settings” at https://support.aurea.com.