Generic Settings

This manual covers the generic platform settings from the Cloud Operator level down to the Business level, which are not included in the configuration of other manuals. Each setting is clearly marked with the organisation level to which it applies.

Refer to the Reference Material section below for configuring additional platform settings that fall under other system areas and are not covered in detail below.

To configure generic platform system settings - select Settings > Platform.

Time Zone

Select the time zone of your Business. All date/time-related actions (e.g. registration date/time, communication scheduled date/time etc.) will be as per the selected time zone.

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Currencies

Each business has a base currency that serves as its default currency for operations. Upon registration, each business is assigned a base currency based on its locale, but this can be changed before any financial transactions occur.

To enable multi-currency operations for a business, additional currencies can be added with exchange rates against the base currency, allowing for processing transactions in other currencies as well.

Contact Account Currency

When a contact registers with a business, they select a country of agreement, and the contact’s account is created using the country’s base currency defined.

A contact may have multiple accounts in different currencies. If they do, one of the accounts will be designated as the primary account, which is the main account used by the contact. This primary account can be changed at any time.

For more information about accounts, please refer to the Financials manual.

Contact Wallet Currency

The CRM.COM wallet has a separate pocket for each business that the contact signs up for. The pocket carries the currency for the business, which cannot be changed. On front-end applications, a contact can see only the offers in the same currency as their wallet currency, and when a business awards a contact, the respective business pocket is credited.

Learn more about the Wallet here.

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Languages

The default language of the software platform is English. However, additional languages can be defined for selection as the preferred language of communication with Contacts, as well as for customer-facing apps (e.g. mobile app, portal).

The Contact language is automatically set upon contact registration based on the Contact’s locale but can be changed at any point in time either by the Contact themselves via the app/portal or from the backend by a system user (Demographics area).

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Countries (of Agreement)

If your Organisation operates on a multi-regional level, you can configure the supported countries of agreement for your Contacts to register under. This will allow you to differentiate the prices of products and services offered for ordering based on the Contact’s country.

The Base Country is the default country.

Currencies

Add the currencies for each country, which must be predefined in Settings > Platform > Currencies, along with the exchange rate for each one.

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Tags

Tags are a way of adding keywords or additional information to entities in the system so that they can be easily searched for and located. Tags can be used as a filtering option on summary screens to return only the required records.

Create Tags using terms relevant to your Business for the following entities:

• Contacts

• Service Requests

• Leads

• Activities

• Products

• Organisations

Once a Tag has been created, it needs to be activated to be used. Edit the Tag and change the State to Active.

To add a Tag to an entity - locate and select the record in question (e.g. Contact), edit the Tag placeholder and choose one or more Tags from the available list, or start typing the Tag name to perform a quick search.

Since Tags are entity-specific, you can only choose from those Tags configured for the entity you are currently editing, i.e. Tags created for entity Contacts won’t be selectable when editing Service Requests.

Organisation Tags

Tags can be defined in order to group Organisations based on their business activities and can be created in one of two ways:

• By system users via Settings

• Using Google Place Types when creating/updating an Organisation. In the event that the address lookup (of an Organisation) is performed using Google Places, any Google Place Types retrieved for the Organisation will automatically populate the tags, the user can amend these tags before saving. Once saved, any undefined tags will automatically be created at the Service Owner level and can also be assigned to other Businesses of that Service Owner. Users cannot delete tags saved in this way.

Business users can create their own organisation tags; however, Merchant/Service Provider users cannot access the configuration page but can search for and select tags when creating/updating their venues.

Test Data / Live Data

CRM.COM software supports two environment modes - Test Live Data and Live Test Data.

When you first sign in to your newly created business on CRM.COM, you will automatically be switched to the Test Live Data environment. This is the environment where your actual ‘real world’ operations take place.

Test Data provides an environment where you can experience CRM.COM firsthand. You can create contacts, set up reward schemes and offers, create physical products and subscription plans, test your billing configurations, and generally get acquainted become familiar with the software without affecting your actual Live dataData.

A back-end system user can switch between Test Data and Live Data as needed by switching toggling the toggle switch at the bottom of the sidebar menu. The bar at the top of the screen reminds you that you are in Test Data mode.

Test Data data and Live Data behave in the same waydata function similarly, with the same features and processes, but they do not contain have the same data. It 's important to note must be noted that data created when generated in Test Data data mode is not available accessible when switching to Live Data data mode.

Note
IMPORTANT Certain system configurations are always the same identical in both the Test and Live environments. This means that users will see encounter the same configuration regardless of which the environment they are using. However, data such as Contacts, Reward Schemes, Reward Offers, Products, Promotions, etc. created in Test Data mode will need to be recreated in Live Data mode.

The following system configurations are the same identical for both Test Data and Live Data modes:

• Business Network

  • Organisations - Service Owners, Businesses, Merchants, Venues (note that Service Owners, Businesses and Merchants can also switch between Test and Live data too)

  • TAPS (of Business, Merchant, Venue organisations)

  • Organisation Groups

  • Organisation Tags

• Security

  • User Roles

  • Users

  • Teams

• Platform

  • Countries of Agreement

  • Currencies

  • Industry

  • Industry Sectors

  • Languages

  • Time Zone

  • Custom Fields

White Label

Status
colour Purple title SERVICE OWNER

White Labelling allows the Service Owner to rebrand the software brand their business using their own logo and user policies. The configuration is trickled down to the Businesses registered with the Service Owner. If White Labelling is not configured, then the default CRM.COM branding is used.

White labelling supports a logo which is visible on the registration and sign-in page, as well as the sidebar menu, along with the other relevant user policy URLs appearing on the registration screen.

Sign-in screen

Registration screen

Sidebar menu

Copyright Notice

Status
title CLOUD OPERATOR

The Copyright Notice displayed at the bottom of the screen throughout the software platform is configurable only by the Cloud Operator.

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Reference Material

You may also find it useful to refer to the following manuals for further configuration of Platform Settings.

Applications

Status
colour Blue title BUSINESS

Applications CRM.COM Apps

Mobile Pass Cards

Status
colour Blue title BUSINESS

Mobile Pass Cards

Landing Pages

Status
colour Blue title BUSINESS

Landing Pages

Custom Extensibility

Status
colour Blue title BUSINESS

Custom Fields & Custom Forms Custom Extensibility

Bulk Data Operations

Status
colour Blue title BUSINESS

Import Contacts & Devices Bulk Data Operations

Business Network

Status
colour Purple title SERVICE OWNER

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