Communications - Configuration Requirements
- p_demou (Deactivated)
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Learn to set up Communications related business processes and rules.
Mandatory Configuration: Links to manuals of Communications configuration modules that are required for the module to work correctly.
Related Configuration: Links to manuals of configuration modules other than of Communications that offer additional functionality or are required for the module to work correctly.
Optional Configuration: Links to manuals of Communications configuration modules that offer additional functionality but are not required for the module to work correctly.
Mandatory Configuration
The following modules must be configured to use the Communications:
| Module Name | Manual | Description |
|---|---|---|
Business Definitions | Configuring Communication Definitions | Set the business rules that will be used to create and maintain Communications throughout their Life Cycle. |
Related Configuration
The following modules arerelatedto,but are not a part of, Communications. Such entities either:
- Must be configured accordingly to be able to start using the Communications module (Configuration Type = Mandatory)
OR - May be configured to use the Communications module at its full capacity (Configuration Type = Optional).
| Module Name | Module Manual | Module Description | Configuration Type |
|---|---|---|---|
| Not Applicable | Not Applicable | Not Applicable | Not Applicable |
Optional Configuration
The following entities are available and can be configured under Communications. A working CRM.COM model can exist without them being configured.
| Module Name | Manual | Description |
|---|---|---|
Communication Categories | Configuring Communication Categories | Define the Communication Categories used to classify Communications into generic groups based on common attributes. |
Communication Templates | Configuring Communication Templates | Create and set as 'Effective' a Communication Template with predefined text, to be used when creating Communications. |
Communication Queue External Systems | Configuring Communication Queue External Systems | Communications Queue External Systems define the external systems which are allowed to access and process information kept in the Communications queue. |
Related Areas