Aurea CRM.Web Administration Guide

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Configuring CRM

Configuring CRM

Use CRM.Designer to provide custom configuration to meet and facilitate your internal processes.

Aurea CRM.Web Administration
Use the setting and administration tab to configure the CRM console.
CRM.Designer
This chapter describes how to use CRM.Designer to customize Aurea CRM.Web for the processes and needs of individual customers.
Users and Configurations
This section describes how CRM.Designer configurations work and how to control assign configuration to users.
Web Configuration
Web Configuration parameters are key-value pairs that define the behavior of Aurea CRM.Web.
Languages and Texts
Define your language preference and custom texts for Aurea CRM.Web UI.
Info Area Customizations
Learn to use the Views area of CRM.Designer to customize displays on Aurea CRM.Web.
Navigation Customizations
Use the Navigation area of CRM.Designer to customize access to pages and functions in Aurea CRM.Web.

Configuring CRM

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