Customizing Configurations in CRM.designer

Your administrator can determine that you can customize certain Aurea CRM web configurations in CRM.designer.

CRM.designer is started automatically when you click on the corresponding button. Your options when accessing CRM.designer from within Aurea CRM web are limited.

The following chapter provides you with a short overview of the available functions. The available functions depends on your access rights.

A detailed description can be found in the Aurea CRM web Administrator Guide, it can be downloaded from https://support.aurea.com. If you cannot access the support area, contact your Aurea representative.

CRM.designer User Interface

The following example shows the CRM.designer user interface elements that you can access from Aurea CRM web:

The CRM.designer window consists of the following areas:

  • A header containing the name of the field group (FI in this example) and the displayed controls ("Details" in this example)
  • A toolbar with various buttons.
  • A list of available fields in the current info area (). Fields added to a panel are displayed in bold.
  • The panels and the fields added to the panels (). Fields that field attributes have been defined for are colored orange.
  • Attributes: The available attributes and the currently defined attributes are displayed here for the selected element. The available attributes depends on the type of object (panel, field). The available attributes for a field depends on the field type.