• 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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  • 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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  • 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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  • 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...
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  • 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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  • 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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  • Patch and Relax: It is Version 11.9 (ACRM)!

    The new Ver11.9 from Aurea is launched and available since a few time. So often in software business people are scared to move to the newest version. They wait and wait…. But you shouldn`t wait in this case! Yo...
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  • CRM.Client Demo Designer

    Hi community,   I remember having access to the crm.client demo designer. Unfortunately I can’t find the post anymore with the URL to the demo designer and the credentials. Could anyone please send them ...
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  • Authentication Provider

    Hi everybody!   Following questions "Which Autentication Providers are supported and are there difference in the CRM System?"   I know where we can change the Autentication Provider in the IIS, but we are ...
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  • Support Process: How to prevent the auto-closure of the case?

    Dear Customers,   Regularly, the Support is asked to keep the case open while you verify (or look for) information. It could be because you are going on vacations and know you will not be able to verify the sugg...
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  • CRM Overview | Enterprise Edition (EN)

    This PDF is also available in Deutsch: CRM Overview | Enterprise Edition (DE). For the French version, please let us know.
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  • UQL Limitation on Sort Order of Queries with Joins between Info Areas

    Dear customer,   You may come across an unexpected lack of sort order in query results, despite sorting being defined in the corresponding UQL statement. This is a known limitation associated with most of these ...
  • CRM Customer FAQ - June 2019.pdf

    We compiled recently asked customer questions - and answers - regarding new upcoming features and re-architecting ACRM for the 21st century. Aurea CRM is committed to ensuring your investment continues to add value to...
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