Functional Scope and Limitations
Functional overview of ConnectLive.
The following gives you an overview of the functions contained in this version and further planned functions:
Displaying CRM data in Microsoft Outlook
Item | Scope/Limitation |
---|---|
E-Mail View | YES |
Appointment View | YES |
Contacts (Contact Persons) | Planned for one of the next versions |
Tasks | NO |
Linking Microsoft Outlook objects with CRM data (e.g. Opportunities) with Drag & Drop
Item | Scope/Limitation |
---|---|
Synchronization | CRM.connectLive does not synchronize items. Synchronizing requires CRM.connector SE
for Exchange. See the Technical Guide of your CRM.connector for its functional scope. |
E-Mails | YES |
Appointments | YES |
Contacts (Contact Persons) | NO |
Tasks | NO |
General Functions
Item | Scope/Limitation |
---|---|
Single Sign-on | YES |
Opening data in Aurea CRM web | YES |
Multi language support | YES |
SaaS support | YES |
System Requirements
You can find information on requirements (hardware, software, access rights) at Aurea Support Portal: https://support.aurea.com.