Setup Complete

Learn how to complete installation of Aurea CRM win.

  1. Check Start Aurea CRM win configuration to automatically start the Aurea CRM win Configuration module after finishing the setup, see Configuration. (If not, you are prompted to do so when starting any Aurea CRM win module.)
  2. Click Finish to end the installation.

Download all documentation from https://support.aurea.com and make it available for your users: Copy the PDF files to the ..\Manuals folder. Users can then open the appropriate manual via the Help menu in each Aurea CRM win module.

The online field help is available as an MS Excel file (downloadable from https://support.aurea.com as a ZIP package). To display the field help in Aurea CRM, you need to import the XLS using CRM.translation tool, see Importing Field Help in the CRM.core Administrator Guide.

For server installations you need to activate the serial number. If you have enabled the Start Aurea CRM win configuration check box, the activation process is started automatically, see Activating the Server Installation.