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CRM Pad User Guide
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Using this help
Notices
Documentation PDFs
Support
Introduction
Accessing Aurea CRM using CRM.pad
Logging on
User Interface
Dashboard
Start Page
Landscape/Portrait Mode
Navigation
Lists
MiniDetails
Headers
Tabs
Links
Mandatory Fields
Multiple Choice Fields
Telephone Fields
ON/OFF Switch
Breadcrumb
Grid View
Swiping from One Record to Another
Showing/Hiding Options
Maps
Vicinity Search
Selecting Reps
Online and Offline status indicator
Basic Functions
Search
Viewing Records
Adding and Editing Records
Copying Field Content
Predefined Filters
Color Coding
Documents
Uploading Pictures
Participants
History
Sending E-Mails
Favorites
Calendar
Contact Times
Quick Add
QR Codes
Circle of Influence / Relationships
Interests/Characteristics
CRM.intelligence
Control Center
Enterprise Features
Spotlight Search
MobileIron for CRM.pad application
Exporting and Sharing search result list in PDF and Excel
Additional Information
Search
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Enterprise Features
Enterprise Features
Learn about the enterprise features of CRM.pad.
Spotlight Search
Using the Spotlight search you can now access your CRM data.
MobileIron for CRM.pad application
MobileIron is a leading provider of Mobile Device Management (MDM) software and solutions. MobileIron solution provides security for CRM.pad application data when the user is mobile or at rest.
Exporting and Sharing search result list in PDF and Excel
CRM.pad now allows you to export a search result list to PDF or Excel formats and share it with others by email.
Enterprise Features
Spotlight Search
MobileIron for CRM.pad application
Exporting and Sharing search result list in PDF and Excel