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Learn how you can configure Communication Centre Business Definition that will dictate overall behavior of Communication Centre

What does this section cover?

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What are Communication Centre  Definitions?

Communication Centre  definitions is a set of business rules used to control the behavior of Communication Centre  throughout their whole life cycle.

Creating, Editing & Deleting Validations & Restrictions

 
ActionValidationsRestrictionsAdditional Information
General   
Create   
Edit   
Delete General
  • Multiple Communication Centre definitions can exist in the system but each one should have a unique name and alternative code.
  • Only one active Communication Centre definition can exist at any given time.
  • If no active definition exists, then no Communication Centre processes can be performed. 
  • Rules and restrictions specified in Communication Centre definition are applied using Communication Centre. 
Delete
  • A definition can be deleted as long as it is not the active one
 

Communication Centre  Definition attributes 

Name

Description

 NumberAn auto generated number that uniquely identifies the accounts receivable definitions
 Name*The name of the definition
 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 specified
DescriptionA description for the definition
StateThe state of the definition which can be active or inactive. Only one active definition can exist at any point
Search Operator Settings

The default search operator that will be used on Quick and Advanced Search. The options are:

  • =
  • LIKE
Contact Information Settings

The contact information search field that will become available if enabled and will allow searching for a contact. The supported search fields are the following:

  • Full name
  • First name
  • Last name
  • Middle name
  • ID no.
  • Social security no.
  • Company name
  • Company registration no.
  • Company VAT registration no.
  • Phone no.
  • Email

For each setting you can specify when and the order that it can be available:

  • Quick Search
  • Quick Search Display Order
  • Advanced Search
Address Settings

The address search fields that will become available if enabled and will allow searching for a contact. The supported search fields are the following:

  • Street name
  • Street no.
  • Area
  • Town City
  • District
  • Municipality
  • Postal code
  • PO box
  • PO box postal code

For each setting you can specify when and the order that it can be available:

  • Quick Search
  • Quick Search Display Order
  • Advanced Search
Accounts Receivable Settings  
  
  The accounts receivable search fields that will become available if enabled and will allow searching for a contact. The supported search fields are the following:
  • Accounts receivable Number
  • Bill Number

For each setting you can specify when and the order that it can be available:

  • Quick Search
  • Quick Search Display Order
  • Advanced Search
Subscriptions Settings

The subscription search fields that will become available if enabled and will allow searching for a contact. The supported search fields are the following:

  • Subscription Number
  • Subscription installed item serial Number
  • Subscription installed item alternative code

For each setting you can specify when and the order that it can be available:

  • Quick Search
  • Quick Search Display Order
  • Advanced Search
Allowed Actions

The actions that are allowed to be used through the communications centre action panel. The available actions are:

  • Log person information
  • Log company information
  • Create new accounts receivable
  • Become subscriber
  • Pay a bill
  • Schedule an Activity
  • Plan a Job
  • Use Voucher
  • Retrieve Voucher Secret Number
  • Log a Communication
  • Raise a Service Request
  • Take a Lead

Defining your own Communication Centre  Definition tailored to your company's needs

  1. Navigate to PATH Configuration > CRM Application > Communication Centre > Set up Business Definitions
     

  2. Either search

    for

     for an existing one or from the Top Menu click on NEW


    COMMUNICATION CENTRE DEFINITIONImage Added 

  3. MAIN INFORMATION

    1. Provide the required information
       

  4. SEARCH SETTINGS

    1. SEARCH OPERATOR

      1. Select the search operator that will be selected as default

    2. CONTACT INFORMATION

      1. Specify the fields that should be available as Quick and Advanced Search fields

      2. You can specify the display order at the Quick Search

    3. ADDRESS

      1. Specify the fields that should be available as Quick and Advanced Search fields
      2. You can specify the display order at the Quick Search

    4. ACCOUNTS RECEIVABLE

      1. Specify the fields that should be available as Quick and Advanced Search fields

      2. You can specify the display order at the Quick Search

    5. SEARCH OPERATOR

      1. Specify the fields that should be available as Quick and Advanced Search fields
      2. You can specify the display order at the Quick Search

  5. ALLOWED ACTIONS

    1. Check the actions that should be enabled at the Communication Centre

  6. LOG INFORMATION

  7. Include Page
    WIP:Log Information - GlobalWIP:
    Log Information - Global
  8. From the Top Menu click on SaveSAVE

Deleting Communication Centre  Definitions

Include Page
Deleting a record - Global
Deleting a record - Global

Changing the Life Cycle State of Communication Centre  Definition

Include Page
Changing the Life Cycle State of a Definition - Global
Changing the Life Cycle State of a Definition - Global

 

Note

Visit /wiki/spaces/WIP/pages/10010220 Communication Centre for business examples related to


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