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. Double-click on the record or select Tab View from the context menu left of the selected record.
    Note: If configured accordingly, the record is displayed below the results list.
  3. The record is displayed in the tab view.

  4. Switch to edit mode using the following options:
    • Click on (Edit).
    • Double-click on a field or field name in the mask. The field is automatically given focus.
  5. You can now update the record or simply view the details in the tab view.
  6. 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, 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.