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CRM Pad User Guide
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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
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Basic Functions
Calendar
Calendar
Learn to create, edit and view activities and appointments on calendar.
Viewing Activities in the Calendar
Learn to view activities in calendar.
Activities Lasting Several Days
In this topic you can see how day, week and month view are indicated on calendar.
Creating a New Recurrence Activity Series from an Existing Activity
You can create a new recurrence activity series from an existing Activity.
Searching for Activities
You can search for activities in the calendar by
Rep, Starts on
and
Subject
by default.
Editing Appointments/Activities
Learn how to edit appointments and activities on calendars.
Dragging and Dropping ActivitiesDrag and Drop an Activity in CRM.Pad Calendar
You can drag and drop an activity to another time and/or date on the calendar.
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
Viewing Activities in the Calendar
Activities Lasting Several Days
Creating a New Recurrence Activity Series from an Existing Activity
Searching for Activities
Editing Appointments/Activities
Dragging and Dropping ActivitiesDrag and Drop an Activity in CRM.Pad Calendar
Contact Times
Quick Add
QR Codes
Circle of Influence / Relationships
Interests/Characteristics
CRM.intelligence
Control Center