Web User Manual (ISI, LSI, FSI)

Home
Overview
- Typographical Conventions
General Functions
Managing CRM
Other Programs and Features
- Campaigns and Marketing Activities
Business Specific
- Managing CRM
- Other Programs and Features

Home
General Functions

General Functions

Learn about the General functions for Aurea CRM.Web ISI.

Below topics explain the general functions:

Login
Logging in to your Aurea CRM.
Roles and CRM Processes
Learn about the Roles and CRM processes.
Info Areas
The areas used to collect data are called info areas in Aurea CRM. Info areas correspond to a table in the database.
User Interface
Your administrator can define the appearance of your user interface.
Settings
Learn about the Settings General Function.
Searching
Learn about the search function in Aurea CRM web.
Adding Records
Learn to add records to the Aurea CRM database.
Editing, Viewing and Deleting records
Records can be edited, displayed or deleted.
Exporting
Aurea CRM web allows you to export records in various formats such as Excel or PDF files.
Reps
Reps are people that manage data in the CRM system.
Participants and Roles
Learn about participant's and roles assigned to them in Aurea CRM.
Default Values
Aurea CRM web includes default values for various info areas.
Calendar
The calendar displays activities, tasks, absences and To-Dos.
Timeline
The timeline allows you to display an overview of your contact with customers chronologically, e.g. activities, offers etc.
Queries
You can define, load and execute complex queries in Aurea CRM web and define queries for other users.
Quick Query (Enterprise CRM)
Quick Query is an enterprise querying tool that provides easy access to Aurea CRM data and information without requiring a deep technical knowledge of the querying tools.
Change Notifications Service (Enterprise CRM)
Aurea CRM change notification service notifies you about changes to records and events of interest to you.
Analyses
Analyses are based upon queries and display the resulting records in an aggregated form including a graphical representation of relationships.
Key Performance Indicators Dashboard (Enterprise CRM)
The KPI dashboard provides a quick measure of your business metrics primarily focusing on customer development and management.
Quick Add
The quick add function allows you to easily enter items (e.g. in offers or orders) without needing to add item records individually.
Multilingual Texts
Your administrator can determine that you can enter texts in multiple languages.
Notes
Notes allow you to add information that cannot otherwise be stored in the database structure.
Social CRM
Social CRM integrates social media communication with the CRM system.
Idea Management
Learn to add and manage ideas on Aurea CRM web.
Yammer
Yammer provides a chat function for company-internal communication, which can be integrated in Aurea CRM web on demand.
CRM.launcher
CRM.launcher (included with Aurea CRM web) is required to perform certain actions in the application.
Aurea CRM web offline
To work in offline mode, you require Aurea CRM web offline.
Administrative Tasks
You can perform administrative tasks in Aurea CRM web.
Keyboard Shortcuts
Your administrator can define additional shortcuts or reassign the following standard shortcuts.

General Functions

©2022 Aurea, Inc. | Aurea is an ESW Capital Group Company