• CRM.client Overview.pdf

    Univeral CRM mobility on every device. Available in DE: CRM.client Overview (DE).pdf
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  • CRM.client-FAQ.pdf

    Answers to the Frequently Asked Questions regarding CRM.client For the DE version: CRM.client-FAQ-DE.pdf
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  • CRM-data-management-propack (EN).pdf

    It’s essential to create a lean and relevant set of CRM records, and the protocols to keep them that way. Introducing the Aurea CRM Data Management Propack. For the DE version: CRM-data-management-propack-DE.pdf
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  • 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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  • 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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  • New Release 2018.3 for Aurea CRM, CRM.client, and CRM.pad available now!

    We are excited to announce that our new Aurea CRM (ACRM) release -  CRM 2018.3 - is available now! This release also includes updates to ACRM mobile applications CRM.pad and the recently launched CRM.client. &#...
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  • CRM.client Features

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    created by triciawashington
  • CRM.client Guided Demo

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  • 201807 CRM.client Webinar.pdf

    Aurea CRM Solutions is increasing business performance on the go with universal CRM mobility on every device. Download the CRM.client Webinar presentation.
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  • Webinar Recording: Aurea CRM Solutions Latest Mobility Innovation [EN]

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  • Webinar Insider’s Peek at Aurea CRM Solutions Latest Mobility Innovation.pdf

    Webinar: Insider’s Peek at Aurea CRM Solutions Latest Mobility Innovation
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  • GDPR / Datenschutzgrundverordnung "ajco nobody"

    Hi   Is anybody using "ajco nobody" for the testsytems, promotet by aurea?   News der ajco   " DSGVO-Tool für Aurea CRM   24.04.2018       Aurea    Er...
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  • Digital signatures with DocuSign in Aurea CRM

    As part of our consulting, sales and service processes are digitized, optimized and partially automated. Process efficiency is increased and employees are relieved of organizational tasks.   Our process design i...
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    last modified by Martin Ehret
  • CRM.interface / CRM.webservices - XQuery in external applications

    If you use CRM.inferface or CRM.webservices to communicate with external applications, you can directly use queries from the CRM.web through an XQuery request.   <request ...>     <xquery ...
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  • GDPR / DSGVO compliant use of test data with Aurea CRM

    The testing of functions, processes and interfaces is crucial for the smooth introduction of CRM systems as well as their continuous development. In the past, copies of data from the production system were often used,...
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    last modified by Martin Ehret
  • CRM.launcher: Firefox and Chrome Integration

    There are guides available within the ACRM Support portal, which highlight how CRM.launcher can be set-up to work within other browsers than Internet Explorer, such as Firefox and Google Chrome. Since this is a very ...
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  • CRM.launcher: Disabling manual updates

    ACRM server/client environments tend to display vast differences when it comes to user rights and the mechanism(s) by which CRM.launcher is rollout out to client machines and kept up-to-date. Although CRM.launcher do...
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  • Reset-Password functionality

    Hello Aurea CRM Community,   is there any posibility to activate or customize a functionality that a Aurea CRM User can reset the passwort. The functionality should be available on the login-screen.   Is ...
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  • How to: Reset User Passwords on the login page with a "Forgot Password?" function

    Is there any possibility to integrate a service that resets user passwords and send them a new generated one by e-mail? As users forget their passwords and we have alot of password resets per week, a automated functi...
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    last modified by christian.best
  • How to Use ListPicker in Process

    There is an Action "ListPicker" in Process.   How can you use it? There is no documentation in web.adminguide or knowledge base or it.   There are not many parameters. First problem there is no filter poss...
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    last modified by andmat