Introduction

CRM.pad is an Aurea CRM application, enabling users to view and edit CRM data with Apple's iPad.

CRM.pad supports all available verticals and all industry solutions. It is configured with CRM.designer using the update.tablet configuration as default configuration.

Note: CRM.pad shares its default configuration (update.tablet) with CRM.mobile. Therefore, keep in mind that changes to configuration units (e.g. a Details control or a placeholder definition) may affect the appearance and/or functionality of both applications.

Users can work with CRM.pad online as well as offline, therefore, data must be regularly synchronized.

This document describes how to configure CRM.pad and covers topics such as:

Server and client architecture
Client user interface
Data model and datasets
Synchronization
Setup
Customization using CRM.designer
CRM.pad-specific configuration units

Additional information is provided in the following manuals:

For details on installing Aurea CRM web and CRM.designer, see Aurea CRM web Technical & Installation Guide.
For general information on using CRM.designer and customizing web-based Aurea CRM applications, see Aurea CRM web Administrator Guide.
The administration and configuration of core functions are described in the CRM.core Administrator Guide.
For information on the CRM.mobile configuration, see CRM.mobile Administrator Guide.

All available documentation can be found on the Aurea CRM support page at https://support.aurea.com.

If not mentioned otherwise, all examples in this manual apply to the BTB vertical.