Level Properties

Levels display data from one or more info areas (e.g. Company+Person).

You can customize levels in the Aurea CRM win main module:

1. Switch to the level you wish to configure.
2. Select Extras > Define Desktop from the menu, see Defining a Desktop.
3. Load the desktop format you wish to configure.

   If a level's properties have been configured, a small red tick is displayed below the level icon.

4. Click the Level Properties button or double-click on the desired level in the list of Available Levels. (You can also right-click on the level and select Properties from the popup menu.)

   The Properties - <Level (ID)> window is opened.

   

5. All "variations" of the selected level are displayed to the left:

   

   • The level class as "Default Configuration" (in this case with ID "12000" for Mailing).
   • The levels included in this level class (in gray): in this case Mailing and Edit Mailing (IDs "12001" and "12002").
   • The parent levels: The Mailing level can be opened from the Company+Person , Day Overview and Resources levels; the Edit Mailing level can be opened from the Marketing Activity level.

   The currently active combination of parent levels and levels is displayed below the tree.

6. Select the desired entry:
   • Click on the Default configuration entry to change common settings for all variations of the selected level.
   • Click on one of the available parent levels to change the settings (e.g. buttons) for that combination of parent level and level only.
7. You need to disable the Use default configuration check box before you can configure settings for a specific combination of level and parent level.
8. Configure the desired settings. The individual tabs are described in the following sections.
   Note: Not all tabs are available for all levels. For example, you cannot access the Search tab for levels without a search function (e.g. Appointment Overview, Calendar, etc.).
9. Click on OK in the Properties - <Level (ID)> window.
10. Save the desktop format.