User Configuration

Layout Tab

Use the Layout tab to configure the following:

Start page: Select the start page here; i.e. the page that should be displayed after you have logged on to Aurea CRM web.

Handling Tab

Use the Handling tab to configure the following:

• Base Currency: You can choose a base currency to be used in Aurea CRM web. Currency values can be converted to the base currency using the exchange rate table and displayed where appropriate (for example the value of orders in the local currency). In order to display values in this currency, fields need to be added to the masks by your administrator.

  The base currency is also used for calculating costs for marketing activities and campaigns.

• Records per page: The number of records that should be displayed per page in result lists. Up to 50 records can be displayed per page. If more results are returned, the navigation bar is displayed. For further details, see Navigation Bar.
• Records per query step: The number of records returned by the server for each request.
• Check for new records every min: Enter the frequency with which Aurea CRM web checks for new records such as reminders or messages.
• Sort order of fields in query and filter designer: Use this option to determine the order that fields are listed in when creating filters or queries. The entries can be sorted alphabetically or using their index.
• Default view for rep selection: Determines the default view used to select reps. You can choose between list view or tree view.
• Search: Go to details view when search result is one record: Enable this check box to automatically switch to the detailed view if a search only returns one record.
• New Records: Use field values from last data entry: Determines whether the data entered in the last record added is automatically transferred to subsequent new records:
  • Default (do not transfer the last input): No data is entered in new records.
  • Use all values from last data entry: The data in the last record you have added is automatically entered.
  • Use admin-defined values from last data entry: Your administrator can define fields whose values are set to the value entered in the last new record.
• Save history: Determines whether the history is saved and available the next time Aurea CRM web is started. For further details, see History.
• Remember last search criterion for queries and analyses: The last search criterion is displayed when you re-open the search mask.
• Activate browser on incoming call: If the browser is currently in the background (i.e. you are working in another application), the browser is sent to the foreground when receiving a call.
• Display the administrator information in the field help: If information for administrators is available, this information is displayed in the field help.
• Remember search and filter criteria based on last user input: The last search and filter criteria are stored and reloaded when the search is reopened.

Activities Tab

Use the Activities tab to configure the following:

• Start of work day (hh:mm): Enter the time the working day starts. The time between the start of the day and the end of the day is highlighted in the calendar.
• End of work day (hh:mm): Enter the time the working day finishes.
• Collision check: Enable this check box if you want the system to check whether new activities clash with existing activities.
  Note: If you add activities in the calendar, the collision check is not activated, as you can tell whether another appointment is scheduled at the time in the calendar itself.
• First year in date picker: Enter the earliest year that is available in the calendar.
• Last year in date picker: Enter the last year that is available in the calendar.
• First week of the year must contain: Enter the day of the month that the first calendar week must contain.
• Number of days selected when selecting a week: Enter the number of days to be displayed when displaying a week in the calendar.
• Items displayed in the calendar sidebar: Determines which records you can display in the calendar's sidebar.

Date & Time Tab

Use the Date & Time tab to configure the following:

• Holiday calendar: Determines which days are displayed as holidays in the calendar.
• Date format: Determines how dates are displayed.
• Date separator: Determines the character used to separate days, months and years in dates. You can choose between "/". "-", "." or Server.
• Year format: Determines how years are displayed (2 digits, 4 digits or determined by the server).
• Time format: Defines how the time is displayed (24-hour clock, 12-hour clock or determined by the server).
• Time separator: Defines the separator used between hours, minutes and seconds (:, . or Server).
• Decimal separator: Determines the character used as a decimal point. You can choose between ".", "," and Server.
• Digit grouping symbol: Determines the character used to separate millions, thousands etc. You can choose between ",", ".", "'", Space and Server.
• Time zone: Defines your time zone. This setting is used to convert times to your time zone. For example, if you set your time zone to San Francisco, 15:00 CET is displayed as 6:00 in the calendar. Select the Client option to display the calendar using the time zone configured in the system settings on your local computer. You need to close your browser and restart it before the Client setting is applied to the calendar.