• AureaExperience 18 - Speakers

    Aurea Experience 18 features many of Aurea’s most innovative customers and partners. The speakers below will share their experience and expertise on all areas of digital transformation, including best practices ...
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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 Overview (DE).pdf

    Machen Sie Ihr CRM jetzt mobil – mit Aurea CRM.client. Available in EN: CRM.client Overview.pdf
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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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  • CRM Account Insights Propack Overview

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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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  • 2018 Aurea Platinum Support FAQ

    2018 Aurea Platinum Support Updates FAQ What is new in Aurea Platinum Support for 2018? Do current Aurea Platinum customers have to do anything to get these new services? Have any services been eliminated? ...
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    created by Sarah O'Meara
  • 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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  • Support Comparison: Standard vs. Platinum for On-Prem Customers

    Additional Platinum resources for On-Prem customers: Platinum Support Overview for On-Premise Customers Platinum Support Guide for On-Premise Customers
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  • Support Comparison: Standard vs. Platinum for Cloud Customers

    Additional Platinum resources for Cloud customers: Platinum Support Overview for Cloud Customers Platinum Support Guide for Cloud Customers
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  • Making use of N-N Links

    Requirement: Establishing an N-N Link between 2 info areas.   Environment: BtB - Enterprise Edition CRM.win v10.1.20 CRM.web v10.1.20 ISI Template v9.3.20.643   Explanation/Background: The N-N link (Core Adm...
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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 Q1 2017 Webinar Slides | Enterprise (EN)

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  • CRM: Successful, Sustainable, Innovative | Enterprise Edition (DE)

    This PDF is also available in English: CRM: Successful, Sustainable, Innovative | Enterprise Edition (EN).
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  • CRM: Successful, Sustainable, Innovative | Enterprise Edition (EN)

    This PDF is also available in Deutsch: CRM: Successful, Sustainable, Innovative | Enterprise Edition (DE).
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    last modified by Sarah O'Meara
  • CRM + Jive Overview (EN)

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  • CRM Mobile Overview | Standard Edition (EN)

    This PDF is also available in Deutsch: CRM Mobile Overview | Standard Edition (DE). For the French version, please let us know.
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    last modified by Sarah O'Meara
  • 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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    last modified by Sarah O'Meara
  • CRM Overview | Enterprise Edition (DE)

    This PDF is also available in English: CRM Overview | Enterprise Edition (EN). For the French version, please let us know.
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    last modified by Sarah O'Meara