Editing Records in Tab View

Learn to edit records in Tab view.

To edit data in tab view:

  1. Select the record you want to update in the results list.
  2. Open the record (by double-clicking or using the context menu).
    Note: If configured accordingly, the record is displayed below the results list.
  3. The record is displayed in the tab view. You can now update the record or simply view the details in the tab view.

  4. Click on the Save button.

Feedback on User Actions

Aurea CRM web informs you about actions as they are performed, e.g. that a record was saved or that data is missing in a mandatory field. These messages are displayed under the header containing the buttons.

Additional messages such as system messages or information that a record has been added to your favorites are displayed in the inbox. For further details, see Inbox.

Buttons in the Tab View

The following functions are available for certain fields in tab view:

  • Click on the e-mail icon to the right of the e-mail address to send an e-mail.

    This does not work if you are using unicode character sets, in which case your e-mails need to be sent by the server. If you have configured you system to send e-mails from the client, you need to write and send your Unicode e-mails in your e-mail client and add the corresponding activity records to Aurea CRM web manually.

    You cannot add attachments to e-mails sent by the client.

  • Click on a URL to access the company's website entered in the company record.
  • Click on to enter a rep using the rep catalog.
  • Click on (Make Call) while in edit mode to call the number using CRM.phone. CRM.phone must be installed to use this button.

    If several telephone numbers have been entered for a company or person, your administrator can determine that you can select the desired number from a list.

  • Click on to link the current record with a record in another info area. The search dialog is opened, allowing you to search for the record you want to link to. Double-click on the desired record or choose Select from the context menu to confirm the link.
  • Click on (Find or Add Catalog Values) to search for or add catalog values.
  • Click on (Select Date) next to a date field to open the date picker.

Navigating with the Keyboard in the Tab View

You can use your keyboard to navigate in tab view.

When switching to edit mode, the cursor is moved to the first field that you are permitted to edit. Use the Tab key to move to the next field. The cursor also moves to buttons in fields (e.g. the telephone icon).

Use Esc to exit edit mode.

The Tab key navigates from left to right. If multiple values are entered in a combined field, the Tab key navigates through all entries.