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CRM Pad Administrator Guide
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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
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Additional Information
Additional Information
Explore additional capabilities offered by Aurea CRM.pad solution.
CRM.Intelligence
CRM.intelligence is an analysis tool based on the QlikView technology.
Synchronizing Favourites and Related Data
Records that are added to Favorites can be synchronized along with their related data (linked records).
Executing Server Workflows with Parameters
Learn how to execute workflows with parameters.
Preventing Duplicates
Learn how to prevent duplicate requests.
Troubleshooting
In this topic you find information on how to solve known issues.
Additional Information
CRM.Intelligence
Synchronizing Favourites and Related Data
Executing Server Workflows with Parameters
Preventing Duplicates
Troubleshooting