• 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
  • Aurea Customer Relationship Manager v11.10 & CRM.client v2.9 Releases - available now!

    We are excited to announce the Aurea Customer Relationship Manager v11.10 & CRM.client v2.9  Releases are now available. These releases provide enhanced features, improved quality, and stability across the en...
  • Actual documentation available?

    I have found a Web Developer Guide for CRM (CRM.Web_DeveloperGuide_v11.8.0.pdf) on Aurea Works (also later version of this document exists). It seems to be update regularly - last time this May. Unfortunately the docu...
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    last modified by gabor.horvath
  • 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
  • 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
  • CRM Customer FAQ - June 2019.pdf

    We compiled recently asked customer questions - and answers - regarding new upcoming features and re-architecting ACRM for the 21st century. Aurea CRM is committed to ensuring your investment continues to add value to...
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    last modified by triciawashington
  • Recorded Webinar: ACRM Customer Update

    Open video

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    last modified by triciawashington
  • HTML-Textfields Sync between Outlook 2016 and Aurea CRM

    Hello Together,   we have an issue at a customer installation with the usage of HTML-Textfield and Outlook 2016. Even if the user makes changes in Outlook 2016 the html-text is to long for the standard-html-fie...
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    last modified by jklumpp
  • Aurea® Customer Relationship Manager March Quality Release - available now!

    We are excited to announce the Aurea Customer Relationship Manager March Quality Release is now available. This release provides improved quality, stability and enhanced speed.   CRM.Web Resolved 20 bugs CRM.P...
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    last modified by rob.hammond
  • CRM.mobile-overview-EN_R (1).pdf

    Aurea’s mobile CRM solutions mean you can access customer information, process orders, and comprehensively manage your accounts anywhere you are.   For the German version: CRM.mobile-overview-DE.pdf
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    last modified by triciawashington
  • CRM.mobile-overview-DE.pdf

    Die mobilen CRM-Lösungen von Aurea sind für alle täglich verwendeten mobilen Geräte wie Smartphones, Tablets, iPads und Laptops optimiert. Unsere vollständige Palette userfreundlicher mobiler ...
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    last modified by triciawashington
  • cloud-benefits-CRM-DE.pdf

    Aurea-Kunden, die bereits von unseren Lösungen in der Cloud profitieren, wissen: sie können unbesorgt Infrastruktur und Betrieb vereinfachen und gleichzeitig ihre Kapital- und Betriebskosten senken, wäh...
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    last modified by triciawashington
  • cloud-benefits-CRM_R.pdf

    CLOUD FOR AUREA CRM   For the DE version: cloud-benefits-CRM-DE.pdf
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    last modified by triciawashington
  • System Requirements Lotus Notes /Domino

    Hi Guys,   short question. Do you have any idea when ACRM Standard will support Domino 10? In the current system requirements, only Version 8.5/9.0 is supported. THX Steffen
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    last modified by steffendudda
  • CRM-and-Jive-overview-EN_R.pdf

    Aurea CRM with Jive. Together, they’re a one-two punch for your sales force, providing the critical information you need to manage deals and the team collaboration you need to close them.   For German vers...
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    last modified by triciawashington
  • CRM-and-Jive-overview-DE.pdf

    Zusammenarbeit der Spitzenklasse: bringen Sie Jive in Ihr Aurea CRM
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    last modified by triciawashington
  • CRM.Phone: Support of Microsoft Teams-Integration already planned?

    Hello,   Currently Skype4Business/Lync is supported for phone Integration. But Microsoft is pushing Teams as solution for multichannel communication.   This would conclude that Teams will be also the succe...
  • Aurea.CRM phone

    Our Customer is using a SWYXIT! Telephonesystem.     Currently works the Aureaphone connector only with 2 devices.     Have anybody expierence with the SWYX Telephone system an can give us some t...
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    last modified by erich.durner@part.de
  • depending auto-complete at web-interfaces

    Does anybody know, if there is a standard option to have two depending input fields at aurea CRM web, for example: zip and town   I want to enter a zip code (e.g. 1020) and need a depending input field, which al...
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    last modified by gallien
  • DataQualityKit - CRM.pad

    We use the DataQualityKit in the WEB für Address Validation and Matchup. Do anybody know, if this functionality is also available in the CRM.pad?
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    last modified by disch