Basics
Basics
Login
Basic standard functions
Explanation of the interface
Actions with datasets
- Linking datasets
- Exporting datasets in Web Client
- Deleting a dataset in the Web Client
- Printing a dataset in Windows Client
- Creating a dataset in the Web Client
- Editing a dataset
- Saving a dataset
- Creating a dataset in Windows Client
- Copying a dataset
- Selecting datasets
- Observe datasets
- Deleting a dataset in the Windows Client
- Exporting datasets in Windows Client
- Display context information for a dataset
Link Handling
- Link building in CRM
- Link interaction between Windows Client and Web Client
- Open a desktop link or web link in the Web Client
- Open link dialog
- Open a web link using a third-party application in the Web Client
- Link of a lookup field
- Send a web link or desktop link
- Link handling in the Memo field
- sending myCRM Links
- Links in Windows Client
Appearance and handling
- Zen mode
- Switching between datasets in Windows Client
- Menus in the Web Client
- Lookup fields and lookup window
- Quickstart and notification system
- Entry elements
- Back and forward button in Windows Client
- Lists in Windows Client
- Showing and hiding application areas of Web Client
- Window
- Sub area in Web Client
- Mouse gestures
- Reading and editing mode on the masks
- Action box for starting processes
- Levels
- Menus and symbols
- Path navigation
- Toolbar
- Columns in sub view
- External invocations
- Navigation bar
- Closing a main window
- Sub area in the Web Client
- Main area
- Tabs in the Web Client
- Opening a main window