Data Model

Learn about the configuration for data models.

No deletion of Person records when a Company is deleted

By default, a person (PE) record with only one linked CP record is handled as follows: If the related company record is deleted, the PE record is deleted as well, see Adding, Editing and Deleting Persons.

Activate this option if you want to retain these PE records.

This setting is applied globally.

Reference Text

Use this option to define texts for references in the data model.

In Aurea CRM win you can also define references in the desktop settings. The desktop settings take precedence over the settings in the Configuration info area.

Select Add/edit value from the context menu after selecting the appropriate entry. The Properties dialog box is displayed. Further information on the References tab can be found in the Desktop chapter under Reference Tab in the Aurea CRM win Administrator Guide. In contrast to the desktop settings, you cannot define a target level in the Configuration info area.