Defining a Station

Learn how to define a station.

To define a station:

1. Switch to the Station info area.

   

2. Click (New).
3. Enter the number of the station in the Stat.No. field.

   Each station is assigned a unique station number, either during installation (in the Configuration module) or when inputting a data stock download, see Base Configuration and Data Stock Download in the Aurea CRM win Administrator Guide. The station number in the station record must be identical to the station number in the Configuration module.

   The station number uniquely identifies the station. It is used to track which data was added on which station, see Communication in the Aurea CRM win Administrator Guide.

   Note: Never assign a station the number 0 (zero)!
4. Enter a name used to identify the station in the Stat. Name field; e.g. "London main office", "Plymouth branch office", "Smith laptop" etc.
5. Use the Main Office check box to identify the central station where all data is stored and maintained. The data model can only be edited on the main office.
6. Enable Aut.Cat.Maintenance on the station that should be used to maintain variable catalogs (in many cases, this is also the main office). This option must be enabled in order for the Catalog Maintenance info area to be updated, see Catalogs.
   Note: The Main Office and Aut.Cat.Maintenance flags cannot be changed on client installations, i.e. without a serial number.
7. Assign Station Access Rights to the station, see Rights.

   The station access rights apply to all users logging on to this station.

8. Assign a Default Telephone Profile to the station, see CRM.phone.
9. Enter information on the location of the station on the Address tab. The remaining tabs are described in conjunction with the communication settings, see Station in the Aurea CRM win Administrator Guide.
10. Save the record.