Administration
Administrator's Guide for the CURSOR-CRM
Version: 2024.1.03 LTS
relevant for all variants: Basic CRM, EVI, TINA and HelVIS
Subordinate pages:
Security and permissions
- Delegate individual letter reminders to the deputy
- Unit Management
- Single Sign-on with SAML 2.0
- Single Sign-on with OpenID Connect
- Kerberos login
- Login and passwords
- restrict myCRM Calendar to Own Activities Only
- Permission concept
- Anonymization of the data
- File location when opening different types of CRM documents
- InvocationServlet
Administration in the console
- Administration console
- Contact mapping
- System cache
- Data transition
- Generate news
- Key value-dependent domains
- Maintenance
- ZIP codes, districts, streets, country key
- SQL functions in search processing
- Module management
- System information
- Locked Data
- Key Mappings
- External Invocation
- Timer
- Deletion rules in the user context
- Doublet cleansing
Customizing
- Action box
- Key maintenance
- Advanced configurations (application parameters)
- Field attributes
- Edit entity configuration
- Entities
- Customizing transports
- Link entities
- Script library
- Manage configuration groups
- Relation visualization
- myCRM and desktop
- BPM process for geocoding with OSM
- Splashscreen
- Interactive Charts