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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
Info Areas
Field Groups
Field Controls
Matchup Control and MatchupList Control
Matchup Control and MatchupList Control
These controls are not used in CRM.pad.
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
Field Groups
Field Controls
Details Control
List Control
Search Control
Edit Control
MiniDetails Control
Matchup Control and MatchupList Control
Control Attributes
Field Attributes
Field Functions
Linked Fields
Non-Field Elements
Combining Field Values
HTML Fields
Panels
Search&List Configuration
Headers
Expand Configuration
Virtual Info Areas
Record Selectors
Links
Header Swipe
Rep Lists
Filters
Adding Filters to the Action Call
Creating Child Records Automatically
Conditional New/Edit Rights Using Rights Filters
Filtering Items from the iPad Calendar
Decision Filters
Sequential Execution of Edit Trigger Filters
Adding a History View
Array-Fields
Downloading Resources
Defining E-Mail Fields
Control Center
URLs and URIs
Images
Legacy Forms
Forms
Documents
Displaying a Web Page
Search
Displaying Record Details
Time Zones