Table of Contents

Description

The CRMConfig file is located in the metadata folder (/Crm/WebContent/metadata/modules.xml) and has an XML structure. This structure is used when a new Security Profile is created or when an existing one is updated. This feature enables the users to configure the module permissions (create, delete, read, edit).

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Modules

A CRM.COM business module is a set of features that implement specific business scenarios.

Child pages (Children Display)

Attributes

Name	Description	Value
moduleid	Unique Identifier.	Any
modulename	A name that describes the module.	Any
moduledescription	A description that describes the module.	Any
modulemainmenuoptionid	The identifier of the main menu option the entity belongs to.	Any of the main menu option ids defined in the menu options metadata file
relatedmodules	A set of related modules

Include PageRelated Modules

.	Related Modules
features	A set of module related features.

FeaturesFeatures

Features

Include Page

skins	A set of skins.	/wiki/spaces/V4Development/pages/491731
leftmenuoptions	A set of module related menu options.

Include Page

Left Menu Options

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settingmenuoptions	A set of module related setting menu options	Setting Menu Options

Example

Expand

title	Modules

Code Block

language	xml
theme	Eclipse
title	Modules

<moduleconfig>


	<modules>

...

<module>
			<moduleid>CONTACT_INFORMATION</moduleid>
			<modulename>Contact Information</modulename>
			<moduledescription><![CDATA[Contact Information is all the information which is needed in order to contact a customer or a prospect customer, which can either be a physical person or a company.]]></moduledescription>
			<modulemainmenuoptionid>CRM1412</modulemainmenuoptionid>
			<relatedmodules></relatedmodules>

			<features>
				...
 
					<feature>
						<featureid>CONTACTS</featureid>
						<featurename>Ability to create, view and maintain Contact Information.</featurename>
						<featuredescription>Record the contact information for any physical person or company the company is to interact with. This can belong to a customer, prospect customer, partner, or external sales agents and reps. Record its type (physical person or company), name, addresses, phones, emails, country of residence, ID number, date of birth, company name, number of employees, registration number and more.</featuredescription>
						<featuremenuoptionid>CRM1412</featuremenuoptionid>
						<commonprocesses>
							<process>
								<id>CREATE_CONTACT</id>
								<name>Create Contact</name>
								<description>Create a new Contact.</description>
								<methods>
									<method>
										<ejbname>CRMUIContactInformation</ejbname>
										<methodname>createButton</methodname>
									</method>
								</methods>
							</process>
							<process>
								<id>VIEW_CONTACT</id>
								<name>View Contact</name>
								<description>View an existing Contact.</description>
								<methods>
									<method>
										<ejbname>CRMUIContactInformation</ejbname>
										<methodname>loadForm</methodname>
									</method>
								</methods>
							</process>

<id>EDIT_CONTACT</id> <name>Edit Contact</name> <description>Edit an existing Contact

</description> <methods> <method> <ejbname>CRMUIContactInformation</ejbname> <methodname>editButton</methodname> </method> </methods> </process> <process> <id>DELETE_CONTACT</id> <name>Delete Contact</name> <description>Delete an existing Contact

</description> <methods> <method> <ejbname>CRMUIContactInformation</ejbname> <methodname>deleteButton</methodname> </method> </methods> </process> <process> <id>SAVE_CONTACT</id> <name>Save Contact</name> <description>Save a Contact

</description> <methods> <method> <ejbname>CRMUIContactInformation</ejbname> <methodname>saveButton</methodname>

</method>

</

methods> </process> </

commonprocesses>

						<additionalprocesses>

...


							<process>
								<id>ADD_ADDRESS</id>
								<name>Add address</name>
								<description>Add address for a contact.</description>
								<methods>
									<method>
										<methodname>addAddressesButton</methodname>
										<ejbname>CRMUIContactInformation</ejbname>
									</method>
								</methods>
							</process>
							<process>
								<id>REMOVE_ADDRESS</id>
								<name>Remove address</name>
								<description>Remove address from a contact.</description>
								<methods>
									<method>
										<methodname>removeAddressesButton</methodname>
										<ejbname>CRMUIContactInformation</ejbname>
									</method>
								</methods>
							</process>

<id>SHOW_INACTIVE_ADDRESSES</id> <name>Show inactive addresses</name> <description>Show inactive addresses for a contact

</description> <methods> <method> <methodname>showInactiveAddressesButton</methodname> <ejbname>CRMUIContactInformation</ejbname> </method> </methods> </process> <process> <id>DEACTIVATE_ADDRESS</id> <name>Deactivate address</name> <description>Deactivate addresses for a contact.</description> <methods> <method> <methodname>deactivateAddressButton</methodname> <ejbname>CRMUIContactInformation</ejbname> </method> </methods> </process> <process> <id>ACTIVATE_ADDRESS</id> <name>Activate address</name> <description>Activate addresses for a contact

</description> <methods> <method> <methodname>activateAddressButton</methodname> <ejbname>CRMUIContactInformation</ejbname> </method> </methods> </process>

..

					</additionalprocesses>
				</feature>
 
				<feature>
					<featureid>CONTACT_INFO_WEB_API</featureid>
					<featurename>Integrate to other systems using Contact Information Web API</featurename>
					<featuredescription>Contact Information Web API.</featuredescription>
					<featuremenuoptionid />
					<webapis>
						<webapi>
							<id>CONTACT_INFO_SHOW</id>
							<name>contact_information/show</name>
							<description>Show Contact Information Web API</description>
							<classname>CRMAPIContactInformationBean</classname>
							<method>show</method>
						</webapi>

<id>CONTACT_INFO_CREATE</id> <name>contact_information/create</name> <description>Create Contact Information Web API</description>

...

<classname>CRMAPIContactInformationBean</classname> <method>show</method>

/webapi> <webapi> <id>CONTACT_INFO_UPDATE<

id> <name>contact_information/update</name> <description>Update Contact Information Web API</description> <classname>CRMAPIContactInformationBean</classname> <method>update</method> </webapi> </

webapis>
				</feature>

			</features>
			
			<leftmenuoptions>
				<id>CRM1400</id> <!-- CONTACT INFORMATION -->
				<id>CRM1412</id> <!-- CONTACT INFORMATION > Contact Information -->
				<id>CRM2400</id> <!-- MODULE CONFIGURATION -->
				<id>CRM2401</id> <!-- MODULE CONFIGURATION > Contact Information -->
				<id>CRM2409</id> <!-- MODULE CONFIGURATION > Contact Information > Categories -->

<id>CRM2417</id>

...
			</leftmenuoptions>

			
			<settingmenuoptions>
				<id>MC_SETTINGS_AND_ADMIN</id>
				<id>MC_CRM_SETTINGS</id>
				<id>CONTACT_INFORMATION_SETTINGS</id>
				<id>CONTACT_INFO_SETTINGS</id>
				<id>CONTACT_INFORMATION_SUPPORTED_TYPES</id>

<id>CRM2418<

<id>CONTACT_INFORMATION_CATEGORIES</id>

<id>CRM1413</id>


				<id>CONTACT_INFORMATION_INDUSTRIES</id> 
				<id>CONTACT_INFORMATION_INDUSTRY_SECTORS</id> 
				<id>CONTACT_INFORMATION_NAME_DAY_RULES</id> 
				<id>CONTACT_INFORMATION_ANONYMIZATION</id> 
				<id>CONTACT_INFORMATION_KYC_SETTINGS</id> 
			</

leftmenuoptions>

settingmenuoptions>
		</module>
 
		...
 
	</modules>

	<skins></skins>

	<loginmodules>
		<moduleid>CONTACT_INFORMATION</moduleid>

<moduleid>COMMUNICATION_CENTER</moduleid> <moduleid>SUBSCRIPTIONS</moduleid> <moduleid>ACCOUNTS_RECEIVABLE</moduleid> <moduleid>FINANCIAL_TRANSACTIONS</moduleid>

...
	</loginmodules>

</moduleconfig>

Versions Compared

Old Version 13

New Version Current

Key

Description

Modules

Attributes

Example

Page Comparison

Versions Compared

Old Version 13

New Version Current

Key

Description

Modules

Attributes

Example