Aurea CRM.Web Administration

Use the setting and administration tab to configure the CRM console.

CRM.Web gives administrators excellent control over the settings and administration of the CRM console. Admins can manage the feature available and configure them to facilitate the day-to-day administrative tasks.

Use the Settings menu to access Aurea CRM.Web's administrative functions.

The menu ID_NET_WEBDESIGNER is available for the SU (Super User) and users who have access to the CRM process Web Administration CRM process ID 50050040. This CRM process is disabled by default.

The following chapters describe the contents and functionality of the Settings menu as configured in UPDATE_DEFAULT.

For information on Portfolio, Portfolio Configuration, and Exchange Rate, see the  Web Business Logic User Guide.