CRM Core Administrator Guide

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Configuration Settings

Configuration Settings

Here you can learn to perform the core configurations settings for aurea CRM.

Below is a list of the configuration options available, grouped by category:

Analyses
Learn how to generate analysis report and graphically display it.
Affiliations
The Affiliation View allows users to view data linked to a set of companies and/or persons
Business Solutions
Use this option to specify info areas from which records created on a station with station number >= 10000 may be deleted on stations with station number < 10000.
Calendar
Learn to configure calendar for holidays and appointments.
Campaigns
Learn about the configurations required for campaigns.
Catalogs
Learn about the configurations required for catalogs.
Check Blacklist/Whitelist
Learn about the Blacklist/Whitelist configurations settings.
City Table
Use this entry to remove the link between fields in info areas and fields in the city table (City info area in the Maintenance module).
Communication
Learn about the configuration required for communication between stations.
Copy Fields (BTB, OTC)
The options in this category determine which fields are copied between info areas using the Copy to ... context menu entry.
Copy Free Fields (BTB)
The options in this category allow you to define which custom fields are copied when the Copy to Order (from an offer) or Copy to Installed Base (from an order) options are selected.
Country Table
Use this entry to remove the link between fields in info areas and fields in the country table (Country info area in the Maintenance module).
Data Model
Learn about the configuration for data models.
DDE
The DDE settings affect the exchange of dynamic data.
Documents
Learn about the document configurations.
Export
Learn about export configuration.
External Address Search
The options of this category allow you to specify an external application to be used for the address search and define the options to use.
External Calendar
Learn about the settings for external calendars.
External Match-up
The options of this category allow you to specify an external application and options used to match up data.
Font
Types of font configuration.
General Settings
General settings configurations.
Geo-Coordinates
Address data in Aurea CRM records can be "geo-encoded" using an external application, i.e. the external application calculates the geographic coordinates e.g. of a company based on the company's address.
Import
Enable this option to limit the match-up of installed bases by Host No. to those within the same company.
Inventory
This setting can be defined globally or per station.
Links
In order to send links to records in Aurea CRM applications other than Aurea CRM win (using Edit > Send Record as Link to), you need to specify the address of the server and the corresponding parameters.
Listing (OTC)
Listing configurations.
Lists (OTC)
Lists configuration.
Load at start (OTC)
These settings are used to specify that data from the item master and catalogs are loaded into memory when Aurea CRM is started.
Mask
Learn about mask configurations.
No Inventory (OTC)
Enable this option (in the Communication category) to suppress the verification of inventory-relevant data when synchronizing stations.
Participants (BTB, OTC)
They determine when a participant record linked to ticket, service contract or installed base with a defined role is automatically created.
POS (OTC)
Learn about the POS configuration settings.
Reports
Learn about report configuration settings.
Resources
Learn about resources configurations settings.
Sales (OTC)
Enable this option to assign item records to sales drives by date and business area.
Sales Funnel (BTB)
Learn about sales funnel configuration settings.
Sales Statistics and Revenue Statistics (BTB)
You can use the table in the Sales Statistics and Revenue Statistics info areas to store other data in tabular form.
Sales Territory Management (BTB, FS)
Learn about sales territory management configurations.
Sample (OTC)
Learn about the Sample configurations settings.
Search
Learn about search configurations settings.
Security
Learn about security configurations settings.
Telephone Number/E-Mail Search
Learn about the Telephone Number/E-Mail Search configurations.
TransferFields
If this option is enabled, field names in transfer fields formats beginning with a number retain the leading digits.
Triggers
Learn how to configure trigger settings.
MSSQL
Learn to configure MSSQL setting.
ORACLE
Learn to configure ORACLE configuration settings.
Word Processor
Learn how to configure Word Processor settings.
Workflow
Enable this option to log the execution of workflows.

Configuration

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