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CRM Core Administrator Guide
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Notices
Documentation PDFs
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Introduction
Configuration
Aurea CRM Parameters
Configuration Info Area
mm.ini File
mmdb.ini and mmodbc.ini Files
SMTP Connection Settings
Calendar Definition Info Area
Disable check for mandatory field in company conditions
Using CRM Core
Rights Module
Maintenance Module
Displaying all Fields in a Mask
Language IDs
Module Numbers
Data Types in Aurea CRM
System Fields
Fields with Fixed IDs
Link IDs
Number Ranges in Aurea CRM
Regular Expressions Syntax
Migrating Data
Additional Modules and Applications
Managing Companies and Persons
CRM.server
Rebuild module
SQL Tool
CRM.cryptographic tool
CRM.translation tool
CRM.users tool
Record Cache
Logs and Error Messages
Industry Solution Configuration
Merging Data Models
Maintaining Catalogs on Multiple Stations
Preventing the Updating of Catalog Values
Station Number Ranges
Vertical-independent Configuration
Empty texts in the Text info area
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Additional Modules and Applications
Additional Modules and Applications
Explore additional possibilities with Aurea CRM.
Managing Companies and Persons
Learn how to manage companies and persons.
CRM.server
CRM.server is a background service used to carry out time- and resource-consuming tasks (marketing activities, queries, calculations, etc.).
Rebuild module
The
Rebuild
module is used to restore damaged indices which Aurea CRM is no longer able to access.
SQL Tool
Learn to use Aurea CRM's SQL Tool to carry out changes to the SQL database.
CRM.cryptographic tool
Use CRM.cryptographic tool (
update.crypto.exe
) to encrypt/decrypt files and XML documents used/produced by Aurea CRM.
CRM.translation tool
Use CRM.translation tool to manage the translation of customized texts in Aurea CRM.
CRM.users tool
Use CRM.users tool (
update.Users.exe
) to set/change the special users required.
Record Cache
Learn how record caching works for Aurea CRM.
Logs and Error Messages
Learn about the logs and error messages.
Additional Modules and Applications
Managing Companies and Persons
CRM.server
Rebuild module
SQL Tool
CRM.cryptographic tool
CRM.translation tool
CRM.users tool
Record Cache
Logs and Error Messages