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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
Search
Home
Basic Functions
Basic Functions
Know about the basic functions you can perform in Aurea CRM.win.
Displaying Records
Learn how to display records in Aurea CRM.win
Navigation
The arrows in the command bar allow you to browse through the records in the current info area.
Favorites
Use your favorites to store records you access frequently.
Navigator Window
The navigator window can be used to help keep track of how the different info areas relate to each other, as well as enabling you to directly access info areas.
Adding New Records
Learn how to add new records in Aurea CRM.win.
Editing Records
Learn how to edit records in Aurea CRM.win.
Deleting Records
Learn how to delete records in Aurea CRM.win.
Searching
Learn how to perform search on Aurea CRM.win.
Sorting Records
Learn how to sort records in Aurea CRM.win.
Conditions
Conditions are used to filter data. For example, you could define a condition specifying that all potential customers or scheduled activities should be displayed.
Formats
Settings for a wide range of functions (e.g. analysis settings, print formats, label settings, transfer fields formats) are saved in so-called formats.
Transfer Fields
Transfer fields allow you to transfer Aurea.CRM win data to third party products and various internal functions.
Printing
Learn how to print data in Aurea.CRM win.
Selections
Selections contain references to companies and persons that meet one or more conditions.
Surveys
Learn how to prepare, conduct and evaluate surveys.
Timelines
Timelines allow you to display customer-related information, such as activities, offers and the like in an overview, providing you with information on your company's schedule.
Other Info Areas and Functions
Learn about the miscellaneous Info Areas and Functions.
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