Aurea CRM.Web Administration Guide

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General Information

General Information

The following chapters contain information that you should keep in mind while working with Aurea CRM.Web and CRM.Designer.

Access Rights
Use access rights to control permissions for users.
CRM.Server
Aurea CRM.Web uses CRM.Server for background operations like calculations, executing marketing activities, mass data operations, stock-taking, and for asynchronously processing background queries.
Customizing Styles
You can customize the look of Aurea CRM.Web such as color scheme, fonts etc. by creating new CSS files stylesheet.
Field Names and IDs
Set Fields Names and IDs to identify fields in the CRM database.
Invalidate Cache
Invalidating cache ensures that all configuration units cached on the server are removed. The next time a client requests a configuration unit, the most recent version is available.
Info Area IDs
Info areas are identified by their 2 or 4 letter ID.
Link Fields and Reference Texts
Use the configuration to define custom reference texts.
Link IDs
Create relationships between different Info Area with multiple links.
Logging
Log files are an essential source of information when troubleshooting issues or auditing the system for specific functionalities.
Plug-ins
CRM.Web uses plug-ins to communicate with third-party applications.
Syntax
This topic contains general information on using JavaScript in CRM.Designer
User Settings
User settings are saved between sessions according to their types.

Overview

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