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.

For CRM.Server to work for Aurea CRM.Web, you need to specify the rep ID of the CRM.Server user in the UpdateServer.RepID Web Configuration parameter. For further information see UpdateServer.RepID. CRM.Web then creates To-dos tasks for background processing for this rep.

For details on setting up CRM.Server, see the CRM.Server section in the CRM.Core Administrator Guide.