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
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:
Server and client architecture
Client user interface
Data model and datasets
Customization using CRM.designer
CRM.pad-specific configuration units
Additional information is provided in the following manuals:
For details on installing Aurea CRM web and CRM.designer, >> Aurea CRM web Technical & Installation Guide.
For general information on using CRM.designer and customizing web-based Aurea CRM applications, >> Aurea CRM web Administrator Guide.
The administration and configuration of core functions are described in the CRM.core Administrator Guide.
For information on the CRM.mobile configuration, >> CRM.mobile Administrator Guide.