The user interface of JustRelate CRM 8.0 and later is strikingly different from the interface of the previous versions. The interface of the CRM Enterprise client is more ergonomic, looks more attractive, integrates a new corporate design, and offers the possibility to customize the color scheme.
The user interface
The CRM desktop as your workspace
The CRM desktop is your center for mastering the daily host of information and tasks. All modules like contacts, appointments, documents, cases, tasks and activities are united in a concise, interactive user interface.
When you start the CRM, you can see your personal Entry Portal or your Cockpit and have access to the most important modules.
The CRM desktop allows you to open several forms at the same time without losing track. The tabs indicate where you can find open forms again and which record they are about. With a click, you can bring records to the foreground.
For each form, the CRM also offers all the form functions that are specifically required for this form in the function bar on the right. In the form itself, you work with active areas to which the respective functions relate.
Note: All functions refer only to the activated form area (click in the area). Therefore, all standard and form functions are universally available.
Cross-system selection dialogs let you create, modify, or delete relationships easily and quickly.