• Aurea Customer Relationship Manager v11.11.0, CRM.Pad v4.15.0 & CRM.Client v3.0.0 Quality Release - available now!

    We are excited to announce the Aurea Customer Relationship Manager v11.11.0, CRM.Pad v4.15.0 & CRM.Client v3.0.0 Quality Release now available. This release provides new features, improved quality, stability and e...
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  • 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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  • 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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  • 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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  • 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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  • Watch how Aurea CRM can gather powerful sales intelligence automatically

    We’re always looking for ways to make Aurea CRM more powerful, particularly to address challenges we hear directly from our customers.   One of those challenges is gathering sales intelligence, or content t...
  • Video: Watch how Aurea CRM can predict which leads will close (and when)

    You’ve probably heard about Aurea Predictive CRM, but you may still be wondering what it is, what it does, and whether you need it or not.   To better explain Predictive CRM, we created a video that shows y...
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  • Using and Extending the Activity Template feature (Post 3 of 3)

    Introduction  This is the 3rd post of the series where we explored the flexibility and potential of the extensibility of ACRM.   On the previous posts we went through the basic usage of the Activity Templa...
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  • Berlin’s most valuable car collection — plus the future of Aurea CRM and Jive.

    Please read our latest plans for Aurea Experience 20 in Berlin.   Berlin is one of Europe’s most incredible cities, and I’m thrilled that we’re hosting Aurea Experience 20 there. We’ve pic...
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  • 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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  • 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
  • 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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    last modified by Jorge Paulo