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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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Home
Introduction
Logging on to Aurea.CRM win
Logging on to Aurea.CRM win
Starting Aurea.CRM win
Learn how to start and exit CRM.win.
Changing Your Password
Learn to change your password on CRM.win.
Expanded Settings
Learn how to choose language, change password and choose roles before login.
Setting the Default Language to English
Aurea.CRM win normally starts with German as the default language.
Start Page
The start page is displayed once you start Aurea.CRM win.
Introduction
What is Aurea.CRM?
Documentation
Typographical Conventions
Database Structure
Logging on to Aurea.CRM win
Starting Aurea.CRM win
Changing Your Password
Expanded Settings
Setting the Default Language to English
Start Page
Keyboard Shortcuts