• 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
  • 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
  • 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
  • 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
  • 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
  • updfield decoding

    Dear community,   Is there a key to decode 'updfield' field in sql server to get to know what fields have been changed and when for the last time.   Just to give an example: 0x260000005A1B7ACCF146601B9918...
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    last modified by sqlprojekt
  • 0 rows and next step in a process.

    Dear Community,   I would like to get search action template autosearched in a process and if it returns 0 rows It should go to the next specified step automatically. If it returns at least 1 row the process sho...
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    last modified by sqlprojekt
  • System Requirements Aurea CRM 11.3.0.pdf

    System Requirements Aurea CRM 11.3.0.pdf
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    last modified by abhishekjadhav
  • 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
  • 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
  • Aurea CRM Release Notes v11.3.0.pdf

    Aurea CRM Release Notes v11.3.0.pdf
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    last modified by abhishekjadhav