Introduction

CRM.pad is the Aurea CRM application enabling users to view and edit CRM data with Apple's iPad. CRM.pad supports all available verticals and all industry solutions. It is configured with CRM.designer using the update.tablet configuration as default configuration.

Note: CRM.pad shares its default configuration (update.tablet) with CRM.mobile. Therefore, keep in mind that changes to configuration units (e.g. a Details control or a placeholder definition) may affect the appearance and/or functionality of both applications.

Users can work with CRM.pad online as well as offline, therefore, data must be regularly synchronized.

This document describes how to configure CRM.pad and covers topics such as:

Additional information is provided in the following manuals:

All available documentation can be found on the Aurea CRM support page at https://support.aurea.com.

If not mentioned otherwise, all examples in this manual apply to the BTB vertical.