• 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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  • Unterschriftenfunktion in CRMpad/CRMclient Reports

    Hallo 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...
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  • CRM-data-management-propack-DE.pdf

    For the English version: CRM-data-management-propack (EN).pdf
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  • CRM.client-FAQ-DE.pdf

    CRM.client Fragen & Antworten. For the EN version: CRM.client-FAQ.pdf
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  • CRM.client Guided Demo

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  • CRM.client Overview (DE).pdf

    Machen Sie Ihr CRM jetzt mobil – mit Aurea CRM.client. Available in EN: CRM.client Overview.pdf
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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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  • 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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  • 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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  • How to User N:N Link in Aurea CRM

    Hello 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...
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  • CRMpad: Using D1/D3 instead of D2 for signed reports

    Hello 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...
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  • CRM.pad: Storing signed reports as D1/D3

    Requirement: Upload CRM.pad signed reports into D1/D3 instead of D2 with the following use case: User Opens a report on the CRM.pad Client signs the report directly on the iPad CRM.pad stores the signed report in t...
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  • CRM Overview | Standard Edition (DE)

    This PDF is also available in English: CRM Overview | Standard Edition (EN). For the French version, please let us know.
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  • CRM Mobile Overview | Standard Edition (DE)

    This PDF is also available in English: CRM Mobile Overview | Standard Edition (EN). For the French version, please let us know.
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