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CRM Win User Guide
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Using this help
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Introduction
What is Aurea.CRM?
Documentation
Typographical Conventions
Database Structure
Logging on to Aurea.CRM win
Keyboard Shortcuts
Basic Functions
Displaying Records
Navigation
Favorites
Navigator Window
Adding New Records
Editing Records
Deleting Records
Searching
Sorting Records
Conditions
Formats
Transfer Fields
Printing
Selections
Surveys
Timelines
Other Info Areas and Functions
User Interface
General Toolbar
Level Header
Icon Bar
Context Menu
Hyperlinks
Masks
Lists
Tables
Hierarchic Levels
Integrated View
Managing Appointments
Marketing Activities
Document Management
Field Types
Configuring the Display
Analyses
Reports
Aurea.CRM and Third-Party Products
Word Processor
Spreadsheet
E-mail Clients
Data Transfer Tips
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Introduction
Introduction
This manual is intended for Aurea CRM win Users.
What is Aurea.CRM?
Aurea.CRM is the CRM Suite from Aurea.
Documentation
Content of Aurea CRM Win User Manual.
Typographical Conventions
Learn how to use this document.
Database Structure
Aurea.CRM's
database
contains various
info areas
that represent
records
of various types.
Logging on to Aurea.CRM win
Keyboard Shortcuts
Aurea CRM win keyboard shortcuts.
Introduction
What is Aurea.CRM?
Documentation
Typographical Conventions
Database Structure
Logging on to Aurea.CRM win
Keyboard Shortcuts