CRM.Web Package

The CRM suite brings you add-ons and other extensions to enhance its capabilities. In this topic, there is a list of all available components.

Your Aurea CRM.Web package contains:

• Aurea CRM.Web
• SQL scripts to create or upgrade a CRM.Designer database
• CRM.Designer
• The out-of-the-box configuration of Aurea CRM.Web consisting of XML files that contain the default designer configuration ("UPDATE_DEFAULT") and CRM.Bulkloader used to upload the contents of these files to the CRM.Designer database.

This manual covers the following:

• Administrator functions in Aurea CRM.Web
• Description of CRM.Designer functionality and usage
• Customization of Aurea CRM.Web using CRM.Designer

Additional information is provided in the following manuals:

• For details on installing Aurea CRM.Web and CRM.Designer, see Aurea CRM.Web Installation Guide.
• For information on the user interface and underlying functionality of Aurea CRM.Web, see Aurea CRM.Interface Administrator Guide.
• For details on the Aurea CRM business logic, see Aurea CRM.Web Business Logic User Guide for your vertical.
• For information on CRM.Phone, see CRM.Phone Administrator Guide.
• The administration and configuration of core functions are described in the CRM.Core Administrator Guide.
• For details on the meaning and functionality of specific database fields, refer to the field help.
• For information about client and server-side programming concepts.

Information on the structure of the Aurea CRM database (tables, fields, indices, etc.) can be found in the Data Model (in the Aurea CRM.Win Maintenance module). You can also output the database structure as text or XML files. For further information see mmba.exe Parameters in the CRM.Core Administrator Guide.

All available documentation can be found on the Aurea CRM support page at https://support.aurea.com

If not mentioned otherwise, all examples in this manual apply to the BTB vertical.