Customizing Aurea CRM.Web

Aurea CRM.Web allows administrators to customize and extend the functionalities of CRM.Web to adapt to the differences in uses and processes of your particular organization.

There are different ways to implement customization:

  • Customize the application using CRM.Designer. For further information, see CRM.Designer.
  • Extend the client functionality by adding JavaScript code.
  • Extend the server-side framework of Aurea CRM.Web.
  • Customize Aurea CRM's core functionality by editing or extending the Aurea CRM data model, defining access rights and defining triggers and background workflows. For further information, consult the CRM.Core Administrator Guide.

    Using triggers and workflows has the advantage that less add-on programming is required and that triggers and workflows are automatically migrated from one version to the next.

The order of these methods reflects the complexity of using them. While it is rather simple to use CRM.Designer to customize the application, there may be advanced features that cannot be implemented with this tool. To implement such features you may have to use JavaScript code.

For information on more advanced customizations, e.g., adding .ASPX pages with server-side code, extending the underlying data model by adding complex virtual links or custom fields, or transferring data from the server to the client in a way that is not supported out-of-the-box, see the Aurea CRM.Web Developer Guide. In addition, you can extend the server's business logic via add-on programming in C# or any other .NET programming language.