Installation of CRM.interface
Learn how to install CRM.interface.
Please see the documentation of CRM.interface for further information.
Aurea CRM rights settings
During synchronization the following tables in Aurea CRM are accessed, therefore, it's required that the users do have access to these info areas:
| InfoArea | Comment | AccessType |
|---|---|---|
| External Key (XK) | Match-up table for Outlook IDs and Aurea CRM IDs. | write |
| Tel.No./E-mail(TN) | This table is used to search for the participants by e-mail address. | read-only |
| Activity (MA), Activity Participant (MB) | E-mails and appointment are stored in MA. | write |
| To-Do (TD), Message (MD), Reminder (ER) | Required for synchronization of the participation status and reminder management. | write. |
| Company (FI), Person in Company (KP), Person (PE) | read-only | |
| Tasks (A1) | If task synchronization is enabled. | write |
| Absences (A3) | If absences are synchronized. | read-only |
Aurea CRM catalogs
Ensure that the following catalogs and catalog values exist and that the values do not have a tenant or a lock assigned.
| Catalog | Values | Comment |
|---|---|---|
| Ext. System (Rep) |
Marketing.Manager notes outlook |
|
| Content Type (ExternalKey) |
application/x-mmRecord text/x-mmAbsences text/x-mmPerson text/x-mmTasks text/x-vevent |
Aurea CRM module rights
The users must have the module right groupware connector assigned.
Aurea CRM user settings
See Creating User Settings in Aurea CRM topic.
Aurea CRM master user
See Creating a Master User in Aurea CRM topic.