Accessing the Tree View from the Context Menu
Learn how to access the tree view in the Aurea CRM win main module, you need to add a context menu entry for each level and info area.
Follow the below steps:
- Click on (New) under Special on the Context Menu tab.
- Select Tree View.
- Select the desired Info Area.
- Enter a name for the option in the Text field.
- Define your settings, as described under Adding Actions to the Context Menu.
- Click on OK.
A "Tree View" entry is added to the Special list. Click on (Edit) or (Delete) to edit or delete the entry.
Note: You can also configure access to the tree view from the fixed or level-dependent
section of the icon bar, see Fixed Icon bar. The current record is
displayed in the tree view when a user selects the entry.
You can configure the tree view for each info area, see Tree View Tab.