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Aurea CRM.Web Administration Guide
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Overview
CRM.Web Introduction
CRM.Web Package
Customizing Aurea CRM.Web
General Information
Configuring CRM
Aurea CRM.Web Administration
CRM.Designer
Users and Configurations
Web Configuration
Languages and Texts
Info Area Customizations
Navigation Customizations
Using CRM
Action Templates
Filter | Query | Analysis
Processes
Forms
Enterprise Features
Packages
Administration
Other Programs and Functions
Affiliation View
Campaign Graph
Creating/Updating Records From email Signatures/Websites
CRM.bulkloader
CRM.launcher(Enterprise)
CRM.Phone
Displaying a Record's History
Displaying Bing Maps in Related Areas and Forms
Documents
emails
External Address Check
Favorites
Letters & Mail Merge
Merging Companies and Persons
Merging Properties (BTB only)
Refreshing Data after C(R)UD Events
Support for Database Transactions
Tuning the Performance of the Notification Engine
XML Exports & Reporting
Customer Admin Mode
Base Customizing
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Using CRM
Using CRM
CRM.Web is easy to use and offers numerous features to facilitate your daily activities.
Action Templates
Learn about the various action template and their configuration and uses.
Filter | Query | Analysis
Learn how to define and manage filters to generate records for analyses.
Processes
Use processes to guide users through complex task in Aurea CRM.Web.
Forms
Create custom forms as per your need.
Enterprise Features
The Enterprise license of CRM offers special features and add-ons to enhance CRM capabilities.
Packages
A CRM.Designer package consists of a set of configuration units defined in one CRM.Designer configuration.
Administration
Learn to configure administration on aurea CRM.
Using CRM
Action Templates
Filter | Query | Analysis
Processes
Forms
Enterprise Features
Packages
Administration