Aurea CRM web offline Functionality
Learn about the functions supported by Aurea CRM web offline.
Using Aurea CRM web offline provides both an online and offline mode of Aurea CRM web offering the same browser-based user interface. Thus, users can continue to work offline with only minimal functional restrictions.
Aurea CRM web offline supports the following functions:
- Searching, viewing, editing, creating and deleting records
- Executing predefined queries and analyses
- Creating reports
- Using processes
The following functions are not supported:
- Defining new queries and analysesNote: If queries are saved in the Aurea CRM database, users can create/edit queries in offline mode as well. Only queries stored in the CRM.designer database are read-only. For further details, see Query.SaveTo and Query.LoadFrom in the Aurea CRM web Administrator Guide.
- Accessing 3rd-party applications that require online access (e.g. ERP or document management system)
- Modifying individual user settings that are saved in the CRM.designer configuration (e.g. customizing lists or re-arranging Expand views)
- Executing tasks that require CRM.server (e.g. generating a mail merge letter for a marketing activity)
Creating Aurea CRM web offline Configurations
You can create dedicated offline configurations in CRM.designer e.g. to hide menu
entries or buttons calling functions that are not supported in Aurea CRM web offline
(e.g. hiding the Modify List button from
SearchResults
headers).
For general information on CRM.designer configurations, see Users and Configurations in the Aurea CRM web Administrator Guide.
To create and assign an Aurea CRM web offline configuration:
- On the CRM.designer main page create a new configuration (New Sub-Configuration button), e.g. a "customized_offline" as common parent configuration used on all offline clients.
- Click on Users | Configurations.
- Switch to the Configurations view (radio button)
- Select the online configuration to which you want to assign the
newly created offline configuration (e.g. "customized_parent") by clicking
(Edit).
- Select the offline configuration from the Offline Configuration drop-down list.
- Save.
To design an offline configuration:
- On the CRM.designer main page select the online configuration for which you want to implement offline customizations ("customized_parent" from the above example).
- Enable the Design for offline
clients check box.
All configuration changes are saved in the assigned offline configuration ("customized_offline").