Configuring CRM.pad

Learn to configure CRM.pad to provide custom configuration to meet and facilitate your internal processes.

The following topics are available in CRM.pad but are not described in this document. For further details, see Aurea CRM web Administrator Guide for information:

• Defining alternatives, i. e. if you want different icons or pages containing different fields according to the content of a field. For example, appointments can be displayed with a different icon according to its status (scheduled, completed, missed) or an Edit page according to the appointment type (e-mail, letter, etc.).
• Virtual info areas