Using this help
Learn how to use and navigate within this help system.
Target audience
This help system is intended for Aurea CRM clients.
Using this help system
To find specific help topics, use the Search function at the top of every topic. Find the
required help topics using:
- Search - Key in the terms to find in the Search box at the top of each topic. Open the results topic that best matches your search parameters.
- Top navigation bar - Topics are grouped in the navigation bar according to major functions of using the product. Click a node or sub-node to locate the required information.
- Related topics - The right side bar contains topics related to the currently
active topic. Click a topic to read more.
Topics also include various functionality, such as hyperlinks, that enable you to quickly find and navigate through the help. If you're after information that is not contained in this help, please send us feedback.
Conventions used in this manual
| Convention | Description |
|---|---|
| Bold text | Items to select such as nodes, menu options or command buttons. |
| Italics text | Parameters and values that you must replace with the applicable value, such as custom paths and file names. |
Code |
Indicates text values to key in, such as commands and addresses. |
Browser support
This help system can be used in most web browsers that support HTML5 and CSS3, including Microsoft Internet Explorer 9 and 10, and the latest versions of Google Chrome, Mozilla Firefox and Safari.
Note: If using Internet Explorer 9 in Compatibility view mode, certain features may not
work. It is recommended to switch off Compatibility view.