depending auto-complete at web-interfacesDoes 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...
DataQualityKit - CRM.padWe use the DataQualityKit in the WEB für Address Validation and Matchup. Do anybody know, if this functionality is also available in the CRM.pad?
Thread Unterschriftenfunktion in CRMpad/CRMclient Reports
Unterschriftenfunktion in CRMpad/CRMclient ReportsHallo zusammen, ich werde immer wieder nach einer Unterlage / OnePager / Handbuch-Auszug zur Unterschriftenfunktion bei CRMpad Reports gefragt. Insbesondere wie das Thema mit der Ablage der Unterschrift als G...
Thread Callcenter Solution in Aurea CRM / Using 3CX PBX-System
Callcenter Solution in Aurea CRM / Using 3CX PBX-SystemHello Togehter, on of our customer is asking for a solution to use 3CX as pbx System. In addition they are asking for a callcenter implementation with aurea crm. Is there anybody who has experience wi...
AUREA CRM clientDear AUREA-Team, are there any news for the AUREA CRM Client (Win 10 App)? What are the plans for this product? Is there a fix date for the first version and when it is possible to use features such serial en...
Blog Post Digital signatures with DocuSign in Aurea CRM
Digital signatures with DocuSign in Aurea CRMAs 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...
Blog Post GDPR / DSGVO compliant use of test data with Aurea CRM
GDPR / DSGVO compliant use of test data with Aurea CRMThe 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,...
Reset-Password functionalityHello 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 ...
How to User N:N Link in Aurea CRMHello Together, in one of our projects we would like to use the new link-type N:N as mentiond on Page 144 (TOPIC: Link) in the core administrator guide. We tried to use that type of link, but it seems that th...
Thread CRMpad: Using D1/D3 instead of D2 for signed reports
CRMpad: Using D1/D3 instead of D2 for signed reportsHello Community, we are looking for a solution to use the infoares D1/D3 instead of D2 for signed reports in the CRMpad. The use case: User Opens a report on the CRMpad Client signs the report direc...
