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CRM Pad ISI User Guide
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Introduction to CRM.pad ISI
Logging On
User Interface
Dashboard
Start Page ISI
Landscape/Portrait Mode
Navigation
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MiniDetails
Headers
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Mandatory Fields
Read-Only Fields
Multiple Choice Fields
Telephone Fields
ON/OFF Switch
"Breadcrumb"
Grid View
Swiping from One Record to Another
Showing/Hiding Options
Maps
Selecting Reps
Basic Functions
Search
Viewing Records
Adding and Editing Records
Copying Field Content
Predefined Filters
Documents
Uploading Pictures
Participants
Sending E-Mails
Favorites
Quick Add
Viewing and Using Analyses
Managing CRM.pad
Activities/Calendar
Companies
Contact Persons
Tasks
Offers
Installed Base
Leads
Opportunities
Properties
Tickets
Item Master
CRM.intelligence
Control Center
Search
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User Interface
Read-Only Fields
Read-Only Fields
Read-only fields are displayed formatted in italic in edit mode.
User Interface
Dashboard
Start Page ISI
Landscape/Portrait Mode
Navigation
Lists
MiniDetails
Headers
Tabs
Links
Mandatory Fields
Read-Only Fields
Multiple Choice Fields
Telephone Fields
ON/OFF Switch
"Breadcrumb"
Grid View
Swiping from One Record to Another
Showing/Hiding Options
Maps
Selecting Reps