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Aurea CRM.Web Administration Guide
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Overview
CRM.Web Introduction
CRM.Web Package
Customizing Aurea CRM.Web
General Information
Configuring CRM
Aurea CRM.Web Administration
CRM.Designer
Users and Configurations
Web Configuration
Languages and Texts
Info Area Customizations
Navigation Customizations
Using CRM
Action Templates
Filter | Query | Analysis
Processes
Forms
Enterprise Features
Packages
Administration
Other Programs and Functions
Affiliation View
Campaign Graph
Creating/Updating Records From email Signatures/Websites
CRM.bulkloader
CRM.launcher(Enterprise)
CRM.Phone
Displaying a Record's History
Displaying Bing Maps in Related Areas and Forms
Documents
emails
External Address Check
Favorites
Letters & Mail Merge
Merging Companies and Persons
Merging Properties (BTB only)
Refreshing Data after C(R)UD Events
Support for Database Transactions
Tuning the Performance of the Notification Engine
XML Exports & Reporting
Customer Admin Mode
Base Customizing
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Configuring CRM
Web Configuration
Web Configuration Parameters
Web Configuration Parameters
The following chapters list all available Web Configuration parameters.
Activity Parameters
This topic holds the Activity parameters.
Analysis Parameters
This topic holds the Activity parameters.
Buying Center Parameter
This topic holds information about Buying Center parameter.
Calendar Parameters
Use the following parameters to configure Aurea CRM.Web's scheduling features as well as the display of calendar items such as Activities, Tasks, Absences, and To-Dos.
Change Notification Parameters
This topic holds the Change Notification parameters.
Database Parameters
This topic holds the Database parameters.
Designer Configuration Parameters
This topic holds information about Configuration parameters.
Document Parameters
This topic holds the Document parameters.
Email Parameters
This topic holds information about Email parameters.
Error Handling Parameter
This topic holds the Error Handling parameter.
Expand Parameters
This topic holds the Expand parameters.
Export Parameters
This topic holds information about Export parameters.
Favorites Parameter
This topic holds the Favorites parameter.
Geolocation Parameter
This topic holds the Geolocation parameter
Google Analytics Parameters
This topic holds information about Google Analytics Parameters.
Header Parameters
This topic holds information about Header Parameter.
History Parameters
Use the following parameters to customize Aurea CRM.Web's history feature.
Import Parameter
This topic holds information about Import parameter.
Jobs Parameters
This topic holds information about Jobs parameters.
Language Parameters
This topic holds information about the Language parameters.
List Parameters
This topic holds information about List parameters.
Locale Parameters
Use the following parameters to configure number, date, and time formats used in Aurea CRM.Web.
Login Parameter
This topic holds information about the Login parameter.
Lyris Parameters
Maintenance Parameters
This topic holds information about the Maintenance parameters.
Marketing Parameters
This topic holds information about the Marketing parameters.
Campaign Designer Parameters
This topic holds information about the Campaign Designer parameters.
Matchup Parameters
Use the following parameters to configure the match-up behavior when creating new records in Aurea CRM.Web.
Menu Parameter
This topic holds information about the Menu parameter.
Notification Parameters
This topic holds information about the Notification parameter.
Offline Parameters
Learn to use Offline Parameters to configure Aurea CRM.Web Offline.
Phone Parameters
Use the following parameters to configure the behavior of telephone fields and of CRM.Phone.
Process Parameters
This topic holds information about Process parameters.
Query Parameters
Use the following parameters to configure the definition and behavior of queries in Aurea CRM.Web.
Query Analysis Parameters
This topic holds information about Query Analysis parameters.
QuickSearch Parameters
This topic holds information about QuickSearch parameters
Record Parameters
This topic holds information about Record parameters
RecordSelector Parameters
This topic holds information about the RecordSelector parameters.
RelationshipHierarchy Parameters
This topic holds infotmation about RelationshipHiearchy parameter.
Rep Parameters
This topic holds information about Rep parameter
Resource View Parameters
This topic holds information about Resource View Parameters
Sales Parameters
This topic holds information about Sales Parameters
Schema Parameters
This topic holds information about Schema Parameters
Search Parameters
This topic holds information about Search Parameters
Security Parameters
This topic holds information about Security Parameters
SerialEntry Parameters
This topic holds information about Security Parameters
System Parameters
This topic holds information about System Parameters
TableCaption Parameters
This topic holds information about TableCaption Parameters
Tree Parameters
This topic holds information about Tree Parameters
UpdateServer Parameters
This topic holds information about UpdateServer Parameters
Visit Planning Parameters
This topic holds information about Visit Planning Parameters
Other Web Configuration Parameters
This topic holds information about other miscellaneous web configuration parameters
Configuring CRM
Aurea CRM.Web Administration
CRM.Designer
Users and Configurations
Web Configuration
Setting Values of Web Configuration Parameters
Parameter Types
Customizing Web Configuration Parameters
Configuration Layouts
Web Configuration Parameters
Activity Parameters
Analysis Parameters
Buying Center Parameter
Calendar Parameters
Change Notification Parameters
Database Parameters
Designer Configuration Parameters
Document Parameters
Email Parameters
Error Handling Parameter
Expand Parameters
Export Parameters
Favorites Parameter
Geolocation Parameter
Google Analytics Parameters
Header Parameters
History Parameters
Import Parameter
Jobs Parameters
Language Parameters
List Parameters
Locale Parameters
Login Parameter
Lyris Parameters
Maintenance Parameters
Marketing Parameters
Campaign Designer Parameters
Matchup Parameters
Menu Parameter
Notification Parameters
Offline Parameters
Phone Parameters
Process Parameters
Query Parameters
Query Analysis Parameters
QuickSearch Parameters
Record Parameters
RecordSelector Parameters
RelationshipHierarchy Parameters
Rep Parameters
Resource View Parameters
Sales Parameters
Schema Parameters
Search Parameters
Security Parameters
SerialEntry Parameters
System Parameters
TableCaption Parameters
Tree Parameters
UpdateServer Parameters
Visit Planning Parameters
Other Web Configuration Parameters
Languages and Texts
Info Area Customizations
Navigation Customizations