• Meet your new social selling network

    Boost your sales win rate by 12% with new Collaborative CRM.   Everyone agrees on the need to collaborate when it comes to delivering sales results but rarely do teams stop to apply any structure or formal proce...
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    last modified by nbaker
  • CRM Overview | Standard Edition (DE)

    This PDF is also available in English: CRM Overview | Standard Edition (EN). For the French version, please let us know.
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    last modified by nbaker
  • CRM Overview | Standard Edition (EN)

    This PDF is also available in Deutsch: CRM Overview | Standard Edition (DE). For the French version, please let us know.
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    last modified by nbaker
  • Known issue with Bing Map integration

    Dear customers,   We have detected Tuesday evening an issue with Bing Map integration.   You may see the message: " The request was forbidden. Your credentials may be denied or suspended ".   This is...
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    last modified by mael.forner@aurea.com
  • Editing the same information by multiple users - the "last" save overwrites all concurrent modifications

    Some of our users use the CRM as workflow planner. Although the CRMweb has "edit", "save" and "cancel" buttons on the expand masks, the "edit" button does not actually "lock" the information for other users and relea...
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    last modified by bjn
  • Aura CRM and MS Graph

    I got following question from a customer. Is it planned to implement a connector to Exchange over Microsoft Graph or is it generally planned to have an interface with MS Graph to Microsoft Office365 products and fun...
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    last modified by disch
  • Register Now: Our Biggest Jive and CRM Event Ever

    Aurea Experience has always been about excitement and energy - bringing together a passionate community of users and experts. This year will be even better: we’re wrapping up the details on our most incredible l...
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    created by triciawashington
  • SaaS Performance Monitoring Improved to the Next Level

    Currently, for our SaaS customers, we already do some low-level monitoring such as CPU/memory/disks. In addition, we measure the application uptime. In looking at the chart showing data from the last few weeks, the wo...
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    created by andrelerche
  • Patch and Relax: It is Version 11.9 (ACRM)!

    The new Ver11.9 from Aurea is launched and available since a few time. So often in software business people are scared to move to the newest version. They wait and wait…. But you shouldn`t wait in this case! Yo...
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    created by triciawashington
  • Is it possible to upload pictures via the Import Modul?

    Hey,   i want to share images between an mobile application and our CRM. Is it possible to upload images automatically in CRM via the Import Modul and link them to a customer?
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    last modified by loewen
  • CRM.Client Demo Designer

    Hi community,   I remember having access to the crm.client demo designer. Unfortunately I can’t find the post anymore with the URL to the demo designer and the credentials. Could anyone please send them ...
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    last modified by stefgroenendaal
  • From Monthly to Quarterly release

    Dear Customers,   After discussion, we have heard your difficulties to implement monthly our releases and, as version 11 has now reached the best level of stability, I am delighted to announce that we are moving...
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    last modified by mael.forner@aurea.com
  • CRM.Phone - url parameter for profile=none

    What is the parameter for the CRM.web to start with "no phone profile". From the "web admin manual - Appendix D URL Parameters" there is only a example to use one specific. But there is no example to "disable" the p...
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    last modified by bjn
  • Authentication Provider

    Hi everybody!   Following questions "Which Autentication Providers are supported and are there difference in the CRM System?"   I know where we can change the Autentication Provider in the IIS, but we are ...
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    last modified by disch
  • Support Process: How to prevent the auto-closure of the case?

    Dear Customers,   Regularly, the Support is asked to keep the case open while you verify (or look for) information. It could be because you are going on vacations and know you will not be able to verify the sugg...
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    last modified by mael.forner@aurea.com
  • Installation guide EWS user

    Good morning, Is their a specific installation manual for creating an EWS user in office 365 for the connector, that also shows specific options and consequences for CRM.connector? Kind regards, Antal Augusteijn
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    last modified by antal
  • CRM Overview | Enterprise Edition (EN)

    This PDF is also available in Deutsch: CRM Overview | Enterprise Edition (DE). For the French version, please let us know.
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    last modified by tatiana.ulak
  • Disabling pop-up "Save recurring activity" in process step

    Hi community,   I'm updating two fields of a MA record in a process in a simple Expand step. This step must be fully automatically and no user input should be required.     This is working as expect...
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    last modified by stefgroenendaal
  • Multiple Twitter Feed on Homepage

    Hi everyone,   I tried uploading a twitter feed on my homepage and was able to do successfully. I added one twitter handle on the homepage.   Is there a way to add more than one twitter handle feed in one ...
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    last modified by asif.hashmi
  • UQL Limitation on Sort Order of Queries with Joins between Info Areas

    Dear customer,   You may come across an unexpected lack of sort order in query results, despite sorting being defined in the corresponding UQL statement. This is a known limitation associated with most of these ...