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Web LSI/CG Business Solutions Template Guide
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Using this help
Notices
Documentation PDFs
Support
CRM base
Customer Base (CRM #70000010)
Customer Profile (CRM #70000070)
Relationship Management (CRM #50001400)
Tasks (A1) (CRM #1500?)
Activity and Time Management Activities (CRM #11001)
Occupation Management Process
Marketing
Campaign Management (CRM #70000080)
Event Management (CRM #70000090)
Sales
Administration
Reporting
KPI Report
Organigram
Sunshine Act (1.4.7.402)
Questionnaire & Survey
Utility functions
Various
Cascading Style Sheets (CSS)
Search Forms
Filter buttons
KP reconstruction
Filter trees
Win variables in conditions
Light User
Phone
Exchange Connector
ConnectLive
Configuration (MC)
Hook functions
Quick Add / Serial Entry configuration
Yammer
CRM.pad
OneKey Interface
LSI-Template Solution
OneKey Interface
Aurea CRM Web LSI/CG Business Solutions Template Guide
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CRM base
Here you can know the basic settings required for Business solution template.
Marketing
Here you can learn about the various marketing and sales related activities.
Administration
Learn about CRM process administration to manage user interfaces.
Reporting
Learn about the various types of reporting supported in business solution template.
Various
Learn about the miscellaneous features of business solution template.
OneKey Interface
Introduction to the OneKey Interface