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CRM Pad LSI / CG User Guide
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Introduction to CRM.pad LSI / CRM.pad CG
Logging On
User Interface
Dashboard
Start Page LSI/CG
Portrait/Landscape Mode
Navigation
Lists
MiniDetails
Headers
The "Index"
Tabs
Links
Mandatory Fields
Read-Only Fields
Multiple Choice 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
Viewing Documents
Uploading Pictures
Participants
Sending E-Mails
Favorites
Viewing and Using Analyses
Managing CRM.pad
Call Documentation
Accounts
Persons
Activities/Calendar
Tasks
Item Master
Medical Inquiries
Media
Bulletin Board
CRM.intelligence
Control Center
Aurea CRM Pad LSI / CG User Guide
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Introduction to CRM.pad LSI / CRM.pad CG
You can access, display and edit data in the Aurea CRM database with your tablet PC like Apple iPad using CRM.pad LSI or CRM.pad CG.
User Interface
Learn about the exciting features of CRM.pad user interface.
Basic Functions
Which functions are available and which data you are allowed to access in CRM.pad depends on your rights and configuration.
Managing CRM.pad
Manage CRM to provide custom configuration to meet and facilitate your internal processes.