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:

  1. Click on (New) under Special on the Context Menu tab.
  2. Select Tree View.

  3. Select the desired Info Area.
  4. Enter a name for the option in the Text field.
  5. Define your settings, as described under Adding Actions to the Context Menu.
  6. 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.