CRM Pad Administrator Guide

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Introduction
Installation and Setup
Configuring CRM.pad
Basic Features
Enterprise Features
Additional Information

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Configuring CRM.pad
Info Areas
Field Groups

Field Groups

Learn about the field group info area.

For general information on fields and field groups, see Field Groups in the Aurea CRM web Administrator Guide.

Field Controls
Learn about the field controls in CRM.pad.
Control Attributes
You can define control attributes that apply to a control.
Field Attributes
Learn about the field attributes for CRM.pad.
Field Functions
You can specify functions for each field in the Function field (that is displayed on the right side after selecting a specific field).
Linked Fields
Learn about the use of linked fields in CRM.pad.
Non-Field Elements
Non-Field elements (LineFeed, Separator, Caption, Text) are not supported in CRM.pad to structure the output.
Combining Field Values
Learn how to combine field values.
HTML Fields
Fields can be defined as HTML fields in Aurea CRM web that store text formatted in HTML.
Panels
You can add panels and then add fields to these panels.

Configuring CRM.pad

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