Aurea CRM web offline

To work in offline mode, you require Aurea CRM web offline.

Aurea CRM web generally accesses data in the database in online mode. Depending on your tasks (e.g. if you are often in the field) and your network connection, you may not always have online access to the database. You can work in offline mode instead in such cases.

Note: Aurea CRM web offline is not included with Aurea CRM web by default. Contact your Aurea representative if you wish to acquire this add-on.

Starting Aurea CRM web offline in Offline or Online Mode

To start Aurea CRM web in either online or offline mode:

  1. Start Aurea CRM web using CRM.launcher. Two options are available:
    • Click on either (Open offline CRM) or (Open online CRM) after installing the latest version.
    • Select on either Open offline CRM or Open online CRM from CRM.launcher’s context menu.
  2. The system then checks when data was last synchronized, and you can choose whether you wish to synchronize data. You can only synchronize data if you can connect to the online database.
    Note: Synchronize your data as often as possible. Note that depending on your network connection and the volume of data you are synchronizing, the synchronization process may take some time.
  3. Click Offline Synchronization to start synchronizing.
  4. Once synchronization is complete, you can choose to use Aurea CRM web in online mode or to switch to offline mode.