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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
Processes
Process Ask Configuration
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Using CRM
Action Templates
Filter | Query | Analysis
Processes
Process Elements
Designing a Process
Calling a Process
Cancelling a Process
Action Templates within Processes
Process Ask Configuration
Button
Caption
Expand View
Favorites
If...End If
Link
Linked Records
Most Recently Used
Records
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Step Caption
Text
Standard Process Steps
Examples
Forms
Enterprise Features
Packages
Administration