Viewing Records

Learn how to view records in CRM.pad.

To view a record:

1. Click on to display the menu.
   
   
   
2. Either enter search criteria or select the desired info area (e.g. Persons).

   The available records are listed.

   
   
   

   The most important information for a record is displayed in list view. Your administrator is responsible for defining what data is displayed.

3. Click on the desired record.

   The record's details are displayed in the dashboard.

   
   
   

   In addition to the record's details, further information may also be displayed (depending on the info area and your configuration):

   • A map, linked documents and more can be displayed (and accessed) below the record's details.
   • The administrator can also add a graphic to records (for example the customer's logo) to a client's account or a photo to a person.
   • Your administrator defines that a list is displayed, e.g. your upcoming calls. The number of records in the list is also defined by the administrator. If more records are available, click on View more to switch to the list of all records.
   • Depending on your configuration, you can edit data, add child records, or switch to child records.