Installation of CRM.interface
Aurea software AG provides an installation wizard that guides you through the installation of CRM.interface.
Aurea CRM rights settings
During synchronization the following tables in Aurea CRM are accessed, therefore it is required that the users do have access to the info areas described below:
| Info Area | Comment | Access Type |
|---|---|---|
| External Key (XK) | Match-up table for IDs of the messaging system 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 appointments are stored in the MA table. | 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) | These tables contains person and company data. | read-only |
| Tasks (A1) Note: Currently synchronization of tasks is not supported by
connector.
|
In case task synchronization is enabled. | write |
| Absences (A3) Note: Currently synchronization of absences is not supported by
connector.
|
In case 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 |
|---|---|
| Ext. System (Rep) | Marketing.Manager |
| notes | |
| outlook | |
| universal | |
| Content Type (External Key) | 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 topic Creating User Settings in Aurea CRM.
Aurea CRM master user
See topic Creating a Master User in Aurea CRM.