Table Captions
A table caption is a short identification for a record, like first name and last name for a person or the company name for a company.
Aurea CRM.Web uses table captions in Tree views, in processes, for calendar items,
favorites, as header texts for Search and Expand pages using the {RECORD}
placeholder, in the breadcrumbs, as parent link information on Expand pages and in
RecordListBox widgets in forms.
To configure a table caption:
- Click Info Areas on the CRM.Designer main page on the Views area and select an info area.
- Alternatively, you can click Table Captions either on the CRM.Designer main page Views area or on the All Info Areas page.
If no table caption is defined for an info area, the reference text defined in Aurea CRM win is used as a fallback. For further details, see Link Fields and Reference Texts.