Configuring the Display

Learn how to configure the display.

You can save and load the integrated view (including window sizes, conditions, sort criteria etc.) by selecting View > Save as Dashboard from the menu, see Dashboards.

Select Extras > Load Desktop from the menu to load a desktop previously designed by your administrator. Desktops include the complete Aurea.CRM win user interface settings; icon bar settings, buttons, level settings, menus etc., see Desktop in the Aurea.CRM win Administrator Guide. Desktops can be assigned to stations, groups and individual users.

If you have the appropriate rights, select View > Desktop Properties from the menu to make personal settings that apply to Aurea.CRM win's interface:

These personal settings take precedence over the desktop settings defined by your administrator; i.e. they are reloaded every time you log on to Aurea.CRM win.

The Reset All button is available in all of the tabs in the Desktop Properties dialog box. Click on the button to reset the settings to those specified by your administrator or, if no desktop has been defined, to revert to the standard Aurea.CRM win settings.