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CRM Web ISI Business Solution Template Guide
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Introduction
CRM Base
Activity Management(CRM 11001)
Customer Base(CRM 70000010)
CRM Intelligence(CRM 1.4.7.400-QV-Analysen)
Customer Fact Sheet
Company - Hierarchy
Relationship Diagram for Company and Person
Reporting Currency
Task Management (CRM 70000020)
Timeline(CRM 2480000)
Trinity
Processes & Forms
Active/Inactive
Upgrading to template version 5
Visit Planning with map support
Marketing
Campaign Management(CRM #70000080)
Event Management(CRM #70000090)
Innovation Management(CRM #70000190)
Sales
Administration
Various
General Structure of Template Processes
Bing Maps Integration(CRM #70000130)
Cascading Style Sheets (CSS)
ConnectLive
Consolidated Settings Menu
Corporate Currency for Reports and Analysis
Changing Template Records
Change Signature & Change Working Hours
Deactivated Template Processes
Exchange Connector
Find-As-You-Type
JavaScript Callback Functions
Light User
LiveTiles
Phone
Queries and Analyses
ReUse Tab
Scura CLM
Template Station Right (Free Fields)
UX Goodies
Social Listener
Yammer
Sofon
New Tenant Number Fields
Search
Home
Various
Various
Learn about the miscellaneous features of business solution template.
General Structure of Template Processes
Reasons for single process for editing records.
Bing Maps Integration(CRM #70000130)
This topic has information on web and win integration of Bing maps.
Cascading Style Sheets (CSS)
You get three stylesheets as part of the Business solution template.
ConnectLive
Learn about the fields for record detail view.
Consolidated Settings Menu
Learn about the dedicated Settings menu created for the template called ”TE_ID_NET_SETTINGS”.
Corporate Currency for Reports and Analysis
Learn about the Version 4 special currency fields for reports and analysis.
Changing Template Records
List of info areas whose records can be changed.
Change Signature & Change Working Hours
Learn how to change signature and working hours from the settings application menu.
Deactivated Template Processes
List of deactivated template processes.
Exchange Connector
Learn about the general and technical aspects of configuring exchange connector on ISI template.
Find-As-You-Type
Learn about the FAYT (Find-As-You-Type) search feature.
JavaScript Callback Functions
Learn how to use JavaScript Callback Functions to perform some actions after executing a trigger or a workflow.
Light User
Learn about the light user for the ISI Business solution template.
LiveTiles
Learn about the LiveTiles that are configured on the property sales dashboard (Form: ‘TE_Startpage_Sales_Properties’) for demonstration purposes.
Phone
Learn about the Phone feature for ISI business solution template.
Queries and Analyses
Queries and analyses enable the user to easily review current information in the Aurea CRM database.
ReUse Tab
The ReUse Tab functionality has been added to all application menu actions.
Scura CLM
Learn about the Scura CLM for ISI business solution template.
Template Station Right (Free Fields)
Learn how to use free fields in ISI business solution template.
UX Goodies
Learn about the user experience goodies.
Social Listener
Version 5 of the template has two new web config parameters where the listened fields can be defined.
Yammer
Learn about using yammer in business solution template.
Sofon
Learn how to install and configure sofon and integrate it with aurea win and web.
New Tenant Number Fields
List if new tenant number fields for certain info areas.
Various
General Structure of Template Processes
Bing Maps Integration(CRM #70000130)
Cascading Style Sheets (CSS)
ConnectLive
Consolidated Settings Menu
Corporate Currency for Reports and Analysis
Changing Template Records
Change Signature & Change Working Hours
Deactivated Template Processes
Exchange Connector
Find-As-You-Type
JavaScript Callback Functions
Light User
LiveTiles
Phone
Queries and Analyses
ReUse Tab
Scura CLM
Template Station Right (Free Fields)
UX Goodies
Social Listener
Yammer
Sofon
New Tenant Number Fields