Using CRM.Designer

CRM.Designer allows administrators to have granular control of configuration and the look and feel of CRM.Web. Use CRM.Designer to customize the application to adapt to your business environment.

Aurea CRM.Web is shipped with standard configuration called UPDATE_DEFAULT. This default configuration allows you to revert to the original application configuration at any time. You cannot change or delete the UPDATE_DEFAULT configuration. Only derived configurations can be edited. All customizations have to be done in sub-configurations of this default configuration.

Creating a New Configuration

You can either directly select the Configuration you want to modify, or you set it by selecting the CRM Username of the configuration you want to change. See  Users and Configurations for further information.

Click New Sub-Configuration to create a new configuration derived from an existing one. For more details, see Creating a New Configuration.

Working with Existing Configuration

To customize elements of the Aurea CRM.Web application, you can change existing configuration units. For further details, see Designing Configuration Units. Configuration units are identified and referenced by their name and searched in the configuration hierarchy from bottom to top, i.e., from the user's configuration to UPDATE_DEFAULT.

The main window of CRM.Designer allows you to select the Application, the Vertical, the CRM username, and the Configuration you want to view or edit.

A Configuration Unit can be one of the following:

  • Field group containing field controls defining which fields should be displayed on a search mask, a list or a details mask for a specific info area
  • Text that is used in Aurea CRM.Web
  • Menu, sub-menu or menu action of a context menu or the application menu
  • Buttons
  • Headers
  • Action templates
  • Processes
  • Forms
  • Queries
  • Filters
  • Analysis
  • Etc.

Using AQL Syntax

CRM.Designer allows you to define and edit queries and filters using the AQL syntax. See AQL Syntax for details. You can also edit the AQL syntax in the AQL editor.

Before you change an existing configuration unit, you have to copy the unit to your configuration. By copying a unit, you take control of this unit. Subsequent changes of this unit in a parent configuration are not reflected in your Aurea CRM.Web application.

Naming Conventions in CRM.Designer

Use <InfoAreaId> as the name for the default configuration unit for the info area. For example, FI is the name of the default Search&List configuration, field group, table caption, etc. used for the Company info area.

Deleting a Configuration

Click the Delete Configuration button to remove an existing configuration. A popup message displays requesting a confirmation. Click Ok to confirm the deletion. For more details, see Deleting a Configuration.