Configurations

Aurea CRM.Web is certified and shipped with Aurea CRM's standard configuration called UPDATE_DEFAULT. This default configuration allows you to revert to the original application configuration at any time.

Each user has his configuration derived from the customer’s sub-configuration:

Use UPDATE_DEFAULT as the base for defining your customized configurations. If you create an empty customized configuration, this configuration is logically equal to its parent because it inherits the configuration units from the parent configuration.

Note: Note that 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.

To customize elements of the Aurea CRM.Web application, you have to change existing configuration units and add new ones. For details, see Designing Configuration Units.

There is no limit for the number of configurations stored in one CRM.Designer database. Neither is there a limit on how many of those are directly derived from update's default configuration nor a limit in the depth of the configuration.

To view the configuration hierarchy:

  1. On the CRM.Designer main page select a configuration and click on View Hierarchy. See Configuration Hierarchy for further information.