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, >> 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, >> 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.