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Aurea CRM.Web Administration Guide
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Using this help
Notices
Documentation PDFs
Support
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
Aurea CRM Web Administration Guide
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Overview
Customer Relationship Management provides you with a comprehensive CRM experience from the initial contact with the client to offering optimal support and targeted services.
Configuring CRM
Use CRM.Designer to provide custom configuration to meet and facilitate your internal processes.
Using CRM
CRM.Web is easy to use and offers numerous features to facilitate your daily activities.
Other Programs and Functions
Explore additional capabilities offered by Aurea CRM solution.