What does this section cover?
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
Action | Validations | Restrictions |
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General |
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Delete |
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Communication Centre Definition Attributes
Name | Description |
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Number | An 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 |
Description | A description for the definition |
State | The state of the definition which can be active or inactive. Only one active definition can exist at any point |
Search Settings | |
Search Operator Settings | The default search operator that will be used on Quick and Advanced Search. The options are:
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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:
For each field you can specify in which "search" it will be made available and the order, by which it will appear on the search.
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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:
For each field you can specify in which "search" it will be made available and the order, by which it will appear on the search.
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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:
For each field you can specify in which "search" it will be made available and the order, by which it will appear on the search.
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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:
For each field you can specify in which "search" it will be made available and the order, by which it will appear on the search.
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Communications Search - AVAILABLE FROM CRM.COM R10.0.0 | Defines the maximum number of Communications created by the logged in user which should be retrieved when searching for a contact based on logged communications. If specified, the latest Communications logged by the user are retrieved in descending order, starting from the most recent one. |
Allowed Actions | |
Allowed Actions | The actions that are allowed to be used through the communication centre action panel. The available actions are:
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CTI Settings | |
Provider | A selection box with the available CTI Providers. Depending on the selection of provider the relevant fields are available based on the selected Provider's required configuration settings |
Enable | It 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 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 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. i.e. A redirection of a call event, from one agent to the another, made via the telephone system. If selected these events are also kept in CRM.COM log file. The file can be found on the application server along the rest of the log files. Use the following paths to view the logs |
Defining your own Communication Centre Definition tailored to your company's needs
- Navigate to CONFIGURATION > CRM APPLICATION > COMMUNICATION CENTRE > SET UP BUSINESS DEFINITIONS
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 section keeps all the logging information related to the specific record
- Basic set of information available in all entities
- Created By User: The user that created the entity
- Created By Unit: The unit of the user that created the entity
- Updated By User: The user that last updated the entity
- Updated by Unit: The unit of the user that last updated the entity
- Date Created: The date the account was entity
- Date Updated: The date the account was last entity
- Basic set of information available in all entities
- From the Top Menu click on SAVE
Deleting Communication Centre Definitions
- Search for the entity that you would like to delete
Visit Using Summary Pages to find out how you can search using CRM.COM Summary Screens - Click on the link of the record you would like to delete, to be transferred to the Data Entry page
- From the actions menu click on "DELETE"
The entity will be deleted given that the validations are satisfied
Changing the Life Cycle State of Communication Centre Definition
Visit /wiki/spaces/WIP/pages/10010220 Communication Centre for business examples related to