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CRM Pad Administrator Guide
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Using this help
Notices
Documentation PDFs
Support
Introduction
System Requirements
Documentation PDFs
Prerequisites
Rights
Restrictions
Installation and Setup
Mobile Services and IIS 7.0
Registering the Server
Authentication
Performance Considerations
Monitoring CRM.Pad Synchronization and Performance
Configuring CRM.pad
CRM.designer
Users and Configurations
Web Configuration Parameters and Layouts
Data Model
Offline Record Set / Offline Data Set
Using JSON
Login Page
Start Page
Menus
Buttons
Actions
Info Areas
Control Center
URLs and URIs
Images
Legacy Forms
Forms
Documents
Displaying a Web Page
Search
Displaying Record Details
Time Zones
Basic Features
Calendar
Insight Board
Contact Times
Reports
Pictures
QR Codes / vCard Scanner
Surveys/Questionnaires/Portfolios
Quick Add
Circle of Influence (CoI)
Interests/Characteristics
Queries and Analyses
Enterprise Features
Google Analytics Integration
MobileIron Support
Spotlight Search Support
Sending Email to Multiple Activity Participants
Additional Information
CRM.Intelligence
Synchronizing Favourites and Related Data
Executing Server Workflows with Parameters
Preventing Duplicates
Troubleshooting
Search
Home
Configuring CRM.pad
Actions
Action Templates
DebugView
DebugView
This action template displays the Debug page.
No input arguments are required.
Configuring CRM.pad
CRM.designer
Users and Configurations
Web Configuration Parameters and Layouts
Data Model
Offline Record Set / Offline Data Set
Using JSON
Login Page
Start Page
Menus
Buttons
Actions
Action Templates
General Input Arguments
Analysis
CalendarView
Characteristics
CharacteristicsEdit
CircleOfInfluenceTreeView
CircleOfInfluenceView
ClientEmail
ClientReport
ClientReportWithAction
Configuration:Listing
Configuration:OfflineDocumentCreation
Configuration:Participants
Configuration:Pricing
Configuration:Questionnaire
Configuration:Quota
ConflictsView
ContactTimesEditView
DashboardView
DataSync
DebugView
DocumentUpload
DocumentView
EditView
EditViewFromSpecificRecord
ExecuteTrigger
ExecuteWorkflow
FileUploadAction
FormControl
FormView
GeoSearch
GlobalSearch
HistoryListView
InsightBoardItem
ImageView
LogfileView
MessageBox
ModifyRecord
MultiSearch
NewInBackground
NewOrEditView
NewView
ObjectivesEditView
OpenMap
OpenUrl
OrganizerAction
ParentRecordView
PhotoUploadAction
QlikView
Query
QuestionnaireEditView
QuestionnaireView
RecordListView
RecordSelect
RecordSwitch
RecordView
RecordViewSpecific
Report
ReportWithAction
RequestForChange
SaveAndConfirm
Selector
SendAdminInfo
SerialEntry
SerialEntryEdit and SerialEntryNew
SettingsEditView and SettingsView
SwitchTabIndexAction
SyncRecord
SystemInfoPage
Tile:Record
Tile:Search
TimelineView
WebView
Info Areas
Control Center
URLs and URIs
Images
Legacy Forms
Forms
Documents
Displaying a Web Page
Search
Displaying Record Details
Time Zones