CRM.Designer

This chapter describes how to use CRM.Designer to customize Aurea CRM.Web for the processes and needs of individual customers.

CRM.Designer is a .NET application that allows you to customize configuration units like masks, lists, and context menus using a graphical, web-based user interface. The configuration data is stored in an MS SQL Server database. See Aurea CRM.Web Installation Guide for details. CRM.Designer connects to its database via ADO.NET. The screenshot below shows the start page of the CRM.Designer.