✕
Close
Web LSI/CG Business Solutions Template Guide
Home
Using this help
Notices
Documentation PDFs
Support
CRM base
Customer Base (CRM #70000010)
Customer Profile (CRM #70000070)
Relationship Management (CRM #50001400)
Tasks (A1) (CRM #1500?)
Activity and Time Management Activities (CRM #11001)
Occupation Management Process
Marketing
Campaign Management (CRM #70000080)
Event Management (CRM #70000090)
Sales
Administration
Reporting
KPI Report
Organigram
Sunshine Act (1.4.7.402)
Questionnaire & Survey
Utility functions
Various
Cascading Style Sheets (CSS)
Search Forms
Filter buttons
KP reconstruction
Filter trees
Win variables in conditions
Light User
Phone
Exchange Connector
ConnectLive
Configuration (MC)
Hook functions
Quick Add / Serial Entry configuration
Yammer
CRM.pad
OneKey Interface
LSI-Template Solution
OneKey Interface
Search
Home
Various
Various
Learn about the miscellaneous features of business solution template.
Cascading Style Sheets (CSS)
You get three stylesheets as part of the Business solution template.
Search Forms
It is a form which is called from each application menu search.
Filter buttons
You can use all defined filter in designer as filters in web search in certain info area. Filter button functionality allows you to use all defined filter as buttons in Search header.
KP reconstruction
With the new Aurea CRM trinity functionality, the old formats and elements in info area KP needs to be corrected.
Filter trees
There is one main FI tree view and one main PE tree view. To distinguish between opening records in the right tree view, you have to choose in which tree view the record should be opened.
Win variables in conditions
Learn about the win variable conditions.
Light User
Learn about the light user for the ISI Business solution template.
Phone
Learn about the Phone feature for LSI business solution template.
Exchange Connector
Learn about the general and technical aspects of configuring exchange connector on CG/LSI template.
ConnectLive
Learn about the fields for record detail view.
Configuration (MC)
The configuration records are delivered for template stations as well as without a station number (for some MC records it is not possible to define a station number).
Hook functions
The javascript file lsiutils.js contains helper functions, which might be useful.
Quick Add / Serial Entry configuration
Learn to manage filter buttons in the web config parameter.
Yammer
Learn about using yammer in business solution template.
CRM.pad
Learn about the business solution template configurations for CRM.pad.
Various
Cascading Style Sheets (CSS)
Search Forms
Filter buttons
KP reconstruction
Filter trees
Win variables in conditions
Light User
Phone
Exchange Connector
ConnectLive
Configuration (MC)
Hook functions
Quick Add / Serial Entry configuration
Yammer
CRM.pad