• Server side : develop / implement custom channel

    In the developer document CRM.Web_DeveloperGuide_v11.11.pdf  Chapter 4 - Creating Custom Channels is a Note: Note: Previous versions of Aurea CRM Web provided another approach for integrating custom. This app...
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    created by bjn
  • CRM.Pad 4.15: Issue with Date/Time validation while creating an Activity?

    Dear Customers,   Since Crm.pad 4.15 has been released, we have noticed requests regarding an issue of the Date/Time validation while creating an Activity. This is due to the correction of an internal Defect....
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    last modified by mael.forner@aurea.com
  • Aurea CRM Sandbox available?

    Is the Aurea CRM Sandbox still available as download? In the past we could download a sandbox VM with the ISI template pre-installed. Thank you for the reply.
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    last modified by stefgroenendaal
  • CRM system requirements - Server CORE?

    In the lastest document AureaCRM_SystemRequirements_v11.10.0 the Windows Server CORE Edition (no GUI / Desktop Composition) is not mentioned?   Can we use (supported) the CORE edition for our IIS-WebServers?...
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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
  • CTI with Teams

    Hi,   I received the following request from an external vendor:   Wir betreuen einen großen Kunden im Fränkischen im Bereich O365 / Projekt Einführung Teams und Telefonie. Im Rahmen der Telef...
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    last modified by Martin Ehret
  • 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...
  • CRMpad - show available quota in sample documentation

    Hi,   anyone an idea if it's possible to show the value of available quota in sample documentation on CRMpad.   In web and win this information is available, therefor the users also asked for it on CRMpad....
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    last modified by a.kroemer
  • Out-of-the-box features/support for Qlikview-integration with Aurea.CRM?

    Hi,   some years ago the customers could buy an extension to the CRM for an out-of-the-box Qlikview integration with some standard reports. I cannot find any documentation on this anymore. Is this standard integ...
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    last modified by gabor.horvath
  • 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
  • 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
  • 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
  • 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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  • 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