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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
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
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
Aurea CRM Pad ISI User Guide
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Introduction to CRM.pad ISI
You can access, display and edit data in the Aurea CRM database with your tablet PC like Apple iPad.
User Interface
Learn about the exciting features of CRM.pad user interface.
Basic Functions
The available functions and data access in CRM.pad depend on your rights and configuration.
Managing CRM.pad
Manage CRM to provide custom configuration to meet and facilitate your internal processes.