Basic Functions

Know about the basic functions you can perform on Aurea CRM.pad.

Search
Learn about the use of search feature on CRM.pad.
Viewing Records
Learn how to view records.
Adding and Editing Records
Learn how to add or edit records.
Copying Field Content
Learn how to copy field content.
Predefined Filters
Your administrator can define additional filters (not included in the standard version).
Color Coding
Your administrator can define colors to help you identify info areas and to facilitate your work.
Documents
Documents are available in some info areas (depending on your version and your configuration).
Uploading Pictures
Your administrator can define that you are able to upload pictures you have taken with your iPad to the CRM database.
Participants
You can add internal or external participants to certain records such as activities or opportunities.
History
The history displays a list of the records you have recently viewed.
Sending E-Mails
You can send e-mails directly from some areas in CRM.pad. For example – if an e-mail address has been entered for a person.
Favorites
You can add the records you require frequently to your Favorites.
Calendar
Learn to create, edit and view activities and appointments on calendar.
Contact Times
Learn how to define and delete contact times.
Quick Add
Learn about the quick add functions and how to use them.
QR Codes
Your administrator can define whether you can scan QR codes or not and also what data you can scan.
Circle of Influence / Relationships
Your administrator can define and set your circle of influence.
Interests/Characteristics
Your administrator can define how you access the mask used to enter interests/characteristics.
CRM.intelligence
You can analyze Aurea CRM data with CRM.intelligence.
Control Center
You can access the control center from anywhere within the application.

Basic Functions