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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
Aurea CRM Pad Administrator Guide
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Introduction
CRM.pad is an Aurea CRM application, enabling users to view and edit CRM data with Apple's iPad.
Installation and Setup
Learn how to install and setup CRM.pad.
Configuring CRM.pad
Learn to configure CRM.pad to provide custom configuration to meet and facilitate your internal processes.
Basic Features
CRM.Pad is easy to use and offers numerous features to facilitate your daily activities.
Enterprise Features
Enterprise features are enabled if you have an Enterprise license for Aurea CRM.
Additional Information
Explore additional capabilities offered by Aurea CRM.pad solution.