Info Areas

Learn how to customize display on Aurea CRM.pad using info areas.

Field Groups
Learn about the field group info area.
Search&List Configuration
The Search&List configuration defines the page that displays the search and the search results.
Headers
Learn about the use of header in CRM.pad.
Expand Configuration
The Expand configuration of an info area contains the field group and header group that configure the Details view of a record.
Virtual Info Areas
Virtual info areas are defined in Aurea CRM web.
Record Selectors
Links
Links between parent and child record are automatically set in online mode.
Header Swipe
You can define that the user can switch from one record to another by swiping to the left (previous record) or to the right (next record) in the details view header.
Rep Lists
Learn how to define rep lists.
Filters
Learn where to add filters.
Adding Filters to the Action Call
Learn how to add filters to action call.
Creating Child Records Automatically
You can create child records automatically with ChildCreateTemplate filters.
Conditional New/Edit Rights Using Rights Filters
Learn about the use of Rights filter.
Filtering Items from the iPad Calendar
Learn how to filter items from ipad calendar.
Decision Filters
Learn about the use of decision filters.
Sequential Execution of Edit Trigger Filters
The EditTriggerFilter attribute allows you to configure multiple triggers in sequence separated by a semicolon.
Adding a History View
Learn how to add a history view.
Array-Fields
Some catalogs are defined in the database as array fields.
Downloading Resources
You can add the resource files of a configuration to a zip file and then add this zip file to the Images area in CRM.designer.
Defining E-Mail Fields
You can define that fields from info areas (e.g form an MA record) is automatically passed to your e-mail client.

Configuring CRM.pad