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CRM Win User Guide
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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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Basic Functions
Other Info Areas and Functions
Other Info Areas and Functions
Learn about the miscellaneous Info Areas and Functions.
Managing Companies and Persons
Learn how to manage companies and persons in Aurea CRM.
History
Your administrator can configure the record history for each info area
WWW Interest
The
WWW Interest
info area is used to store company and person-related data on visitors to your web site.
Organichart
The organichart provides you with an overview of the contact persons in a company.
City and Country Info Areas
To speed up the input of addresses, Aurea.CRM automatically completes the city and area code based on the entries in the
Country
and
Postal Code
fields.
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
Managing Companies and Persons
History
WWW Interest
Organichart
City and Country Info Areas