Introduction

This manual is intended for Aurea CRM win administrators.

This manual covers the following:

• Configuration of Aurea CRM win, see Configuration Module.
• Importing and exporting data for external systems, see  Import/Export.
• Communication between stations to synchronize data (main office, branch offices, laptops etc.), see Communication.
• Customizing the Aurea CRM win user interface, see  User Interface.
• Analyzing data in Aurea CRM win, see Analysis Module

Additional information is provided in the following manuals:

• For details on installing Aurea CRM win, refer to the Aurea CRM win Installation Guide.
• The administration and configuration of Aurea CRM core functions (access rights, data model etc.) are described in the CRM.core Administrator Guide.
• For more information on the user interface and basic functions in Aurea CRM win, refer to the Aurea CRM win User Manual.
• For information on the Aurea CRM Business Logic, refer to the Business Logic Manual for your vertical.
• For details on the meaning and functionality of individual database fields, refer to the field help.

Information on the structure of the Aurea CRM database (tables, fields, indices etc.) can be found in the Data Model (in the Aurea CRM win Maintenance module). You can also output the database structure as text or XML files (see mmba.exe Parameters in the Aurea CRM.core Administrator Guide).

All available documentation can be found on the Aurea CRM support page at https://support.aurea.com.

If not mentioned otherwise, all examples in this manual apply to the BTB vertical.