WWW Interest

The WWW Interest info area is used to store company and person-related data on visitors to your web site.

This data mus be imported using an external interface.

Internet visitors can be added to the Company and Person in Company info areas, see Generating Customers.

Generating Customers

To add an internet interest to the database:

  1. Switch to the WWW interest record you want to enter as a company/person.
  2. Select Generate customers from the context menu.

    The Company+Person level opens in new mode.

  3. Change and complete the data if necessary
  4. Save the record.

If similar or identical companies or persons already exist in the database, you switch to match-up mode, see Match-Up.

  • If the company is already in the database, click (Found). (This allows you to assign multiple WWW interest records to a company/person.)
  • If you want to add the company as a new record, click on (New).

In both cases the keys are generated in the Company and Person info areas and are copied to the WWW Interest info area as well as any dependent info areas. They can also be entered manually or using a workflow.

Info areas which are dependent on the WWW Interest info area are also assigned to the company and person.

Note: Changes made to the company, person or WWW interest records at a later date is not transferred to the other info areas. This can be performed using triggers, if necessary, see Triggers in the CRM.core Administrator Guide.

Records in the WWW Interest info area (and their parent records) are only communicated if company/person records have been generated from them, see Communication in the Aurea.CRM win Administrator Guide.

Select Load customer from the context menu in the WWW Interest info area to switch to the associated record in the Company+Person level.

You can switch to the WWW Interest info area from the Company+Person level using the info menu or the icon bar. The first WWW interest record found which is assigned to the current company and person is automatically displayed.

The WWW Interest info area's child info areas are used to track visitors' online behavior and to allow personalized messages to be delivered.

The WWW Interest (II) and WWW Interest Configuration (I9) are also used to define user-specific settings (e.g. search, calendar etc.) for Aurea.CRM web users, see Aurea.CRM web Administrator Guide.