CRM.launcher in the Windows Taskbar

Learn about the tasks that can be performed from CRM.launcher in the Windows Taskbar.

Once you have started CRM.launcher, the (CRM.launcher) icon is displayed in the Windows taskbar on the right. Right-click on the icon to access the available functions:

Right-click on in the taskbar.
Select the desired option:
- Check for Updates, see Check for Updates.
- Open offline CRM or Open online CRM, see Starting Aurea CRM web offline in Offline or Online Mode.
  Note: These options are only available if you have installed the latest version.
- Settings, see Switching Languages, Creating Bug Reports and Port Settings.
- Exit

Check for Updates

Select this option to update the application if an update is available.

Select Check for Updates:

If an update is available, it is installed.
Contact your administrator if CRM.launcher determines that the version on the server is not compatible with your client version, and no update is available.

Once you have completed the installation, you can choose to work in online mode (if you have a network connection) or in offline mode:

Switching Languages

To change the language:

Right-click on the CRM.launcher icon () in the taskbar and select Settings from the context menu.
Select the desired Language from the drop-down list on the General tab.
Click on OK.

Creating Bug Reports

If problems occur while working with Aurea CRM web offline, you can create a ZIP file and send it to your administrator for analysis.

To create an error report:

Right-click on the CRM.launcher icon () in the taskbar and select Settings from the context menu.
Switch to the Troubleshooting tab and click on (Create Bug Report). The Bug Report - Options dialog is displayed.
Enter a path for the log file in the Bug report zip file field and enable the check boxes to determine what to include in the file (CRM.designer configuration, CRM database, Log files). By default, Log files is enabled.
Note: Including the CRM database in the file may take a long time and require significant storage space on your hard disk.
Click OK to save create the ZIP file.
You can then send the file to your administrator.

Port Settings

Note: Only change these settings if requested to do so by your administrator! Your administrator should provide you with information on which port to enter.

Your administrator can determine that you cannot change the port.

Closing and Restarting CRM.launcher

If CRM.launcher is already installed, but you are unable to perform actions requiring CRM.launcher, verify that CRM.launcher is running (the icon is displayed in the system tray). If the icon is not display, start CRM.launcher from the Windows Start menu.

If CRM.launcher is active, and you are notified that a new version can be installed, you need to close CRM.launcher before installing the new version. Click on and select Exit from the popup menu to close CRM.launcher. CRM.launcher is automatically started after installing the update.

Uninstalling CRM.launcher

If necessary, you can uninstall CRM.launcher from Window’s control panel (as with any other application).