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Saves changes to the active dataset


Creates a new dataset


Deletes the active dataset

Copy (Duplicate)

Copies (duplicates) the active dataset of an activity.

Click on this button to copy an activity.

Switch to list view

Navigation buttons: Scroll within the search results in the main mask.

The focus is on the Forward and Back scrolling buttons. If you want to jump to the first or last dataset, click the buttons in the drop-down menu.

  • to the beginning

  • back

  • forward

  • to the end

Reload dataset

Reloads the dataset and all visible subordinate datasets in the sub area.

Start reports in the activity main mask

Opens the report 'Activity portrait' in a separate tab.

Send emails

  • send external email

  • send internal email

  • answer an email directly

Email dispatch is only possible from an activity.

Show documents

Starts a dialog for borrowing (for working/editing), returning, reading or deleting a document.

It is recommended that a corresponding file extension is linked to an application that is installed on the local computer (*.doc - Word, *.pdf - Adobe Reader, etc.). This simplifies the processing of a document.

Open document for editing

If a document has been borrowed (for editing), it can be downloaded via this button, opened and edited with a default application. The document on the server is locked until the document is returned.

Open the document read-only

If a document has been borrowed (for reading), it can be downloaded via this button and can be opened with a default application. The document on the server remains unchanged.

Return document

If a document has been borrowed (for editing), it can be returned (uploaded to the server) via this button.

Discard changes

If a document has been borrowed (for editing), the changes can be rejected. The document remains unchanged on the server.

This button is visible after clicking the drop-down button.

Opens the Rights Template selection for the current dataset

As a user, you get a list of available Rights Templates to choose from.

  • No actions are allowed if only one Rights Template is available.

  • The "active" template is highlighted (green hook).

  • If a special customization of a template has been made in the Windows Client, the Web Client will display individual as selected template.

  • The Rights Template 'individual' is optically separated by a separator from the other available templates.

  • If you change the template from 'Individual' to another template, a notification message is displayed that this configuration cannot be set in the Web Client afterwards.

Mark as myCRM favorite

This button stores active datasets in the myCRM area.

Switch Memo View

The icon appears when you move the mouse cursor to the memo field.

This button is used to switch the view of the memo field in the activity. Editing the memo field becomes more comfortable as the editor is opened in the main mask. It shows the contents of the memo field over the entire area of the window. This allows you to display long texts completely.

In order to be able to format the text, the HTML editor in the memo field must be enabled in your system. This functionality is optional.

Close the memo window by clicking on the close icon on the tab or by clicking on the activity in the path. To apply your changes to the memo field, click the Save icon. If you want to discard the changes in the memo window, close the window without saving it.

Touch devices (iPad)

On touch devices, an additional button is displayed in the memo view when the HTML editor is enabled. Editing a memo field in HTML mode is not possible. For editing, the content of the field must be converted from the HTML format to the PLAIN text format (pure text).


If the button is activated, you will be informed that all HTML formatting (font color, size, numbering, enumeration, etc) will be lost. Only unformatted text remains.

You can cancel the process by clicking No in the dialog. If you confirm with Ok, the HTML text is converted to plain text, and a normal text field is displayed instead of the HTML editor. When creating new datasets on touch devices, the Memo View is loaded directly in Plain Text mode.

Editing mode on touch devices

Creating a document from a template

By clicking on the button, available Word templates are displayed and offered for document creation.

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