• More Content Coming Soon to the Aurea Experience 2020 Community

    Looking for news on Aurea Experience 2020? Be sure to follow this AE20 community!   As we draw closer to the Aurea Experience 2020 event in March (Berlin) and April (San Diego), we'll be posting updates, announc...
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  • 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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  • 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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  • The best of Berlin: Our top CRM and Jive Sessions at Aurea Experience 2020

    I love cars, so it’s hard not to be excited about one of the evenings we have planned in Berlin at Aurea Experience 20. We’ll get the rare opportunity to enjoy one of the world’s greatest car collect...
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  • Announcing Aurea Experience 20 keynote speaker: Greg McKeown

    We promised a major speaker announcement soon, and it’s here: New York Times and Wall Street Journal bestselling author and top Harvard Business Review and BBC Capital blogger Greg McKeown is coming to Aurea Exp...
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  • 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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  • QlikView Integration in CRM.pdf

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  • Using and Extending the Activity Template feature (Post 2 of 3)

    IntroductionIn the previous post, we extended the Activity Template feature to include the possibility of pre-defining optional Participants within the templates.   What is achieved by following the instructions...
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    created by Jorge Paulo
  • 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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  • Using and Extending the Activity Template feature (Post 1 of 3)

    Introduction This is the 1st of a set of 3 posts that focus on the Activity Template feature as a starting point to describe various aspects of Aurea CRM, some built-in others available through the Aurea ISI template....
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  • 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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  • Aurea Customer Relationship Manager v11.10 & CRM.client v2.9 Releases - available now!

    We are excited to announce the Aurea Customer Relationship Manager v11.10 & CRM.client v2.9  Releases are now available. These releases provide enhanced features, improved quality, and stability across the en...
  • Complementing KCS with Technical blog posts in AureaWorks

    I’m writing this post on behalf of the ACRM team. This is my first post on AureaWorks but many of you already know me from support sessions and as one of the engineers answering cases at the level 3 of support. ...
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  • 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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  • 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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  • 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 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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  • Register Now: Our Biggest Jive and CRM Event Ever

    Aurea Experience has always been about excitement and energy - bringing together a passionate community of users and experts. This year will be even better: we’re wrapping up the details on our most incredible l...
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