Configuration Info Area

The Configuration info area is used to configure Aurea CRM system settings.

The settings are grouped into various categories, each containing a number of options. The Configuration info area can be accessed in both the main and Rights modules (Info > Configuration).

Note: Make sure that you deny access to the Configuration info area (in the Rights module) for users. Otherwise, all users have access to the configuration settings.

There are three basic types of options: Boolean (logical), numeric and text.

  • Boolean options can be either enabled or disabled
  • Numeric options can be set to a numeric value
  • Text options can be set to a text value

Certain options are global options and apply to all Aurea CRM users. Other options can be defined for individual reps, rep groups or stations. If no rep, group or station is specified, the setting applies globally.

Note: To see an overview of the configuration settings for the current user, select Help > About Aurea CRM from the menu and click on Configuration.
Note: The configuration options in the Configuration info area used to be specified in the mm.ini file (up to and including marketing.manager 6). Whilst some settings are still entered in the mm.ini file, most options are now configured from this info area. For details on the options configured in the mm.ini file, see mm.ini File.

Changes to the Configuration info area are refreshed at the interval entered in the Cat. refresh frq. field in the Station Configuration info area, see Station Configuration.

As with data in other info areas, configuration settings can be communicated to other stations.