Basic Navigation
The smart design of the CRM system will allow you to get most information quickly. You can navigate within the CRM as if you were browsing websites.
![[Caution]](../../images/userManual/caution.png) |
Caution |
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It is not recommended to use the back and forward buttons of the browser. These buttons can cause problems when browsing through pages with dynamically generated content. |
It is recommended to use the icons and links provided by the CRM system. Advanced users may switch to tabbed browsing (offered e.g. by the Firefox Browser or IE7) to speed up the handling process. You may reach each CRM page by a few clicks. All CRM pages are in hierarchical order. You may switch between pages at the same hierarchical level or you may access a page directly. Based on the content of each individual page you may use the following keyboard shortcuts:
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[Alt+E:] Edit
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[Alt+S:] Save
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[Alt+Q:] Search
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[Alt+C:] Empty
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[Alt+G: ]Select
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[Alt+D: ]Delete
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[Alt+U:] Copy
At the Top of the CRM system, as illustrated at figure: Top Area you have access to different area types and functions to navigate and to work with the CRM.
- Login area:
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In this area you may access your preference data, get help or release information, or leave the CRM system.
- Navigation area:
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Here you can swap between the functions and data lists offered by the CRM system.
- Quick-Menu:
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Here you can quickly reach data entry pages.
- Search:
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Here you can search you entire data base.
- Tools:
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By clicking these icons, you get a quick access to the calendar, the clock, the calculator and other functions. In addition, you may use the Open All Menus icon for a quick access to all CRM modules. These icons are available at all CRM menus if appropriate.
