Administrative Tasks

You can perform administrative tasks in Aurea CRM web.

However, you require the necessary access rights to do so, see Roles and CRM Processes. If you do not have the necessary access rights, contact your system administrator.

For further information on administrative tasks (including those not described in this manual), see Aurea CRM web Administrator Guide.

Note: You also require the necessary access rights to define characteristics, relationship levels, exchange rates etc. These options are therefore also accessible from the Settings menu. These records are however described in the relevant chapters of the User Manual.