Client-side Installation
Learn about the client-side installations for Aurea CRM web.
The Aurea CRM web default installation does not require any manual client-side installation. However, for some features the client has to reach out of the web browser's sandbox. For these features CRM.launcher has to be installed.
CRM.launcher
The following features of Aurea CRM web require plug-ins hosted by CRM.launcher:
- Document check-in/-out, editing, mail merge and quick campaigns
- Using CRM.phone with Aurea CRM web
- Aurea CRM web offline
The CRM.launcher setup is part of the Aurea CRM web installation (.. \data\plugins\CRM.launcher.exe). If the user tries to use one of the features listed above, he is requested to download and install this file.
Alternatively you can pre-install CRM.launcher using the software distribution of your choice.
This installation requires administrator rights.
For information on CRM.launcher, see CRM.launcher in the Aurea CRM web Administrator Guide.
Browser Settings
The following browser settings must be enabled in order to use Aurea CRM web:
- Cookies
- JavaScript
- Allow popup windows
Browser Cache
To improve performance, modern web browsers implement sophisticated caching strategies. Sometimes this aggressive caching can lead to problems after installing an upgrade on the server. The problem is caused by clients using outdated JavaScript files, and often appears in the form of erratic JavaScript errors.
To fix this problem, clients have to explicitly delete the files cached by their browser. Please refer to the documentation of the browser vendor for details on how to do this.
Microsoft Office
Aurea CRM web comes with predefined reports for Microsoft Office. The report for Microsoft Excel requires Excel 2010 or higher, and the report for Microsoft Word requires Word 2010 or higher.