Documentation

Content of Aurea CRM Win User Manual.

This manual includes information on Aurea.CRM win's essentials functions:

  • Starting and logging on to Aurea.CRM win.
  • Components in the Aurea.CRM win user interface (menus, masks, lists, field types) and using and configuring them.
  • Basic functions, such as adding new records, searching, sorting, printing. These functions are similar across many info areas.
  • Appointment management in the calendar, daily overview, and resource view.
  • Carrying out automatic marketing activities and campaigns (e.g. e-mail distribution).
  • Carrying out surveys.
  • Document management for general and customer documents.
  • Using Aurea.CRM win with third-party software, such as your word processor or e-mail client.
  • Creating selections used to generate target groups from the database.
  • Displaying analyses, timelines and reports that provide you with an overview of your activities.

Information on the vertical-specific business logic can be found in the vertical-specific manuals (Business Logic BTB, FS and OTC) available from https://support.aurea.com.

Information for system administrators can be found in the Aurea.CRM win Administrator Guide and the CRM.core Administrator Guide.

If your administrator has copied the PDF files to the \Manuals directory of your Aurea.CRM installation, you can open the Aurea.CRM win documentation by selecting Help > Manual from the menu.

If your version of Aurea.CRM win includes context-sensitive field help; you can obtain information on individual fields in the database:

  • Press F1 when in a field to display the field help for that field.
  • Press Ctrl+F1 to display the field help for the first info area in the first info area in the current level. Click on the links to view the field help for individual fields. Use Alt+Left to return to the index.

This manual describes the standard functions included with Aurea.CRM win. The product can be configured to meet your requirements; Aurea or your system administrator can change the appearance of data in masks or change Aurea.CRM win's behavior using workflows and triggers. You may therefore experience some deviation from the masks and functions described in this manual in your installation of Aurea.CRM win.