Aurea CRM.Web Administration Guide

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Configuring CRM
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Buttons
Standard Buttons

Standard Buttons

Find the list of standard buttons in this topic.

Below is the list of standard buttons:

CancelEdit
Use this button to exit from edit mode of a form.
Copy/Paste Record
Use these buttons to copy and paste records.
DefaultValuesDefine
Use this button to define the values for new records that are created.
DuplicateRow
Use this to quickly duplicate a selected row.
Edit
Use this button to make the form editable.
EmailReply
Use this button to reply to email from within Aurea CRM.Web.
Export/Report Buttons
Learn to create report in different formats using this button.
Legend
Learn about the Legend button and its configuration.
Marketing Activity Buttons
Learn to create target groups and marketing activities.
NewCommand
Use this to create a new record from tree view.
NewSiblingRecord
Use this button to create sibling record.
OpenAppointmentEmail
use this button to e-mail activity records.
Query Background Processing Buttons
Use this button for background processing of queries.
Refresh
This button is used to refresh.
ResetFormLayout
Use this button to reset the layout to parent configuration.
Save
You can save changes to a record using this button.
ShowMenu
Learn the use of ShowMenu button.
SumTotal
The SumTotal button calculates the sum for numeric fields in a list.
ViewAllFields
You can view and edit all fields of a current record using ViewAllFields.

Configuring CRM

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