CRM Pad User Guide
CRM Pad User Guide
  • Home
    • 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
  1. Home
  2. Home
  3. Documentation PDFs

Documentation PDFs

Download the help in PDF format here.

Document Description
CRM Client User Guide A user manual for CRM Client.
CRM Pad ISI User Guide A user manual for CRM pad ISI.
CRM Pad LSI / Pad CG User Guide A user manual for CRM pad LSI/CG.
CRM Pad User Guide A user manual for CRM pad.
  • Home
    • Using this help
    • Notices
    • Documentation PDFs
    • Support

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