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Learn how you can to configure Communication Centre Business Definition Definitions that will dictate determine the overall behavior behaviour of the Communication Centre |
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Navigating to Communication Centre Definitions
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CONFIGURATION > CRM APPLICATION > COMMUNICATION CENTRE > SET UP BUSINESS |
What are Communication are Communication Centre Definitions?
Communication Centre definitions is a set of Definitions are used to establish general business rules used related to control the behavior functionality of Communication Centre throughout their whole life cycle.
Creating, Editing & Deletingthe Communication Centre.
Communication Centre Definitions can be edited, deleted and have their Life Cycle State changed given that Validations & Restrictions are met.
- Navigate to Communication Centre Definitions and explore existing records via the Summary page.
Click on the link (name or number) of the record of your interest to access the Data Entry page and see more detail
Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition.
Check the Validations & Restrictions Table below for a list of available Actions when working with Communication Centre, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Communication Centre fields.
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Action | Validations | Restrictions |
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General |
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Delete |
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An * indicates a field is mandatory
includeName | Description | ||||||||||||
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Main Information | |||||||||||||
Number | An auto-generated number that uniquely identifies the accounts receivable definitionsCommunication Centre Definitions | ||||||||||||
Name* | The name of the definitionDefinition | ||||||||||||
Alternative code* | An alternative code for the definition. On creating a new definition it defaults to the first letter of each word included in the name (in capitals), if nothing else is specifiedDefinition. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters. | ||||||||||||
Description | A description for the definitionDefinition | ||||||||||||
State | The state of the definition Definition which can be active or inactive'Active' or 'Inactive'. Only one active definition can exist at any point | ||||||||||||
Search Settings | |||||||||||||
'Active' Definition can exist at a time. | |||||||||||||
Number of Records
| Defines the maximum number of records that will be displayed in all of the Communication Centre's sections. If not specified, no restrictions will be applied so all information of the corresponding entity will be displayed. If specified, then in all entity sections, the specified number of records will be displayed. | ||||||||||||
Search Settings Provides a list of available search settings divided by area | |||||||||||||
Search Operator | The default search operator that will be used on in Quick and Advanced Search. The options are:
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Contact Information Settings | The contact information Contact Information search field fields that will become available if enabled and will allow , once enabled, will be made available for searching for a contact. The supported search fields are the following:
For each field you can specify in which "search" it will be made The fields available and the order , by in which it they will appear on the searchin each Search can be specified.
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Address Settings | The address Address search fields that will become available if enabled and will allow , once enabled, will be made available for searching for a contact. The supported search fields are the following:
The fields available and the order , by in which it they will appear on the searchin each Search can be specified.
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Accounts Receivable Settings | The accounts receivable Accounts Receivable search fields that will become available if enabled and will allow , once enabled, will be made available for searching for a contact. The supported search fields are the following:
The fields available and the order , by in which it they will appear on the searchin each Search can be specified.
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Subscriptions Settings | The subscription Subscription search fields that will become available if enabled and will allow , once enabled, will be made available for searching for a contact. The supported search fields are the following:
For each field you can specify in which "search" it will be made available and the order, by which it will appear on the searchThe fields available and the order in which they will appear in each Search can be specified.
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Access Tokens
| The Access Token search fields that, once enabled, will be made available for searching for a contact. The supported search fields are the following:
The fields available and the order in which they will appear in each Search can be specified.
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Rewards Participants
| The Rewards Participant search fields that, once enabled, will be made available for searching for a contact. The supported search fields are the following:
The fields available and the order in which they will appear in each Search can be specified.
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Communications Search -
| Defines the maximum number of Communications created by the logged in user, which should be retrieved when searching for a contact based on logged communicationsCommunications. If specified, the latest logged Communications logged by the user are retrieved in chronological descending order , starting from the most recent one(latest first). | ||||||||||||
Allowed Actions | |||||||||||||
Allowed Actions | The actions that are allowed to be used available through the communication centre action panel. The available actions areCommunication Centre Action panel:
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CTI Settings | |||||||||||||
Provider | A selection box with the available CTI Providers. Depending on the selection of provider the The relevant fields are available based on the selected Provider's required configuration settings. | ||||||||||||
Enable | It enables Enables or disables the CTI tool. If enabled, then the tool will be available within the Communication Centre for all users . If enabled the fields below become available and are mandatory to and its mandatory fields shown below must be completed:
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Hostname | The Hostname of the Asterisk switch with which CRM.COM integrates | ||||||||||||
Port | The Port of the Asterisk switch with which CRM.COM integrates | ||||||||||||
Username | The Username required for integrating with Asterisk | ||||||||||||
Password | The Password required for integrating with Asterisk. It is displayed on the screen in encrypted form. | ||||||||||||
Log Unhandled Events | Defines Determines whether CRM.COM will maintain logs regarding events received by Asterisk but not handled by CRM.COM. These events are not related to receiving or making calls. ie.eg. A redirection of a call event, from one agent to the another, made via the telephone system. If selected these events are also kept registered in CRM.COM log file.
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Defining your own Communication Centre Definition tailored to your company's needs
Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
Provide the required information
SEARCH SETTINGS
SEARCH OPERATOR
Select the search operator that will be selected as default
CONTACT INFORMATION
Specify the fields that should be available as Quick and Advanced Search fields
- You can specify the display order at the Quick Search
ADDRESS
- Specify the fields that should be available as Quick and Advanced Search fields
- You can specify the display order at the Quick Search
ACCOUNTS RECEIVABLE
Specify the fields that should be available as Quick and Advanced Search fields
You can specify the display order at the Quick Search
SEARCH OPERATOR
- Specify the fields that should be available as Quick and Advanced Search fields
- You can specify the display order at the Quick Search
ALLOWED ACTIONS
Check the actions that should be enabled at the Communication Centre
CTI SETTINGS
- Provider: Select one of the available PBX providers
- Enable: Chceck the Box to enable the CTI
- Provide the rest of the information as defined in the table above
LOG INFORMATION
Log Information |
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Log |
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Deleting Communication Centre Definitions
Changing the Life Cycle State of Communication Centre Definition
Details | The standard set of Log Details information available in all entities |
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