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Learn to set up business processes and rules related to Access Tokens.

 Mandatory  Mandatory Configuration: Links to manuals of Access Tokens Configuration Modules that are required for the module to work correctly

 Related  Related Configuration: Links to manuals of Configuration Modules other than the Access Tokens' that offer additional functionality or are required for the module to work correctly

 Optional  Optional ConfigurationLinks to manuals of Access Tokens Configuration Modules that offer additional functionality but are not required

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Module NameManualDescriptionConfiguration Type
  • Communication Templates
  • Configure communication templates including Access Token tags, to be sent by email or smsSMS, when an Access Token is related to an Accounts Receivable or a Rewards Participant.
  • Optional
  • Communication Queue External System
  • Configure external systems that will be responsible for handling communications if the communications are not handled directly and sent by email or sms SMS from CRM.COM.
  • Optional


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optional
optional
Optional Configuration

Following entities are available and can be configured under Access Tokens  however Tokens however, a working CRM.COM model can exist without them being configured!

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