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CRM Win Administrator Guide
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Using this help
Notices
Documentation PDFs
Support
Introduction
Directory structure
Aurea CRM win Modules
Configuration Module
Import/Export
Import and Export Requirements
Defining an Import/Export format
Exporting Fixed Catalog Values
Match-up
Executing the Import
Executing the Export
Logging the Import/Export
Import and Export Errors
Communication
Configuring Communication
Communication Steps
Communication Logs
Station Overview
Configuring Stations Automatically
Troubleshooting
User Interface
Mask Generator
Desktop
Additional Modules and Applications
Configuration
Analysis Module
protocol.exe
Chart Structures
Aurea CRM Commands and Parameters
Aurea CRM Win Administrator Guide
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Introduction
This manual is intended for Aurea CRM win administrators.
Import/Export
Use the Import and Export modules to exchange data between Aurea CRM and external systems (databases, spreadsheets, etc.).
Communication
Communication is the exchange of data between different Aurea CRMstations (main office, branch offices).
User Interface
You can customize Aurea CRM's interface to reflect your company's processes and the needs of your users.
Additional Modules and Applications
Explore additional special features and functions in CRM.Win.
Aurea CRM Commands and Parameters
Here is the list of Aurea CRM commands and parameters.