Catalogs
Catalogs are lists of predefined values you can select when entering data.
For further details, see Catalogs in the Aurea CRM win User Manual.
Fixed catalogs are part of the data model. They are predefined by the system (e.g. Status and Priority) and cannot be edited by users. You can edit and create fixed catalogs as part of the data model, see Editing Predefined Fixed Catalogs and Adding New Fixed Catalogs.
Variable catalogs can be created and renamed as part of the data model, see Adding New Variable Catalogs and Renaming Predefined Variable Catalogs.
Variable catalog values are stored in the Catalog (KA) info area, see Catalog Info Area. Catalog values can be added, edited and deleted in the Catalog info area, see Editing Variable Catalogs.
Changes to catalogs are saved in the Catalog Maintenance (KW) info area on the catalog maintenance station and transferred to other stations in your setup during communication, see Defining a Station and Communicating Catalogs in the Aurea CRM win Administrator Guide.
The following actions to not create catalog maintenance records:
- Creating a new catalog value directly in the Catalog selection dialog in Aurea CRM win or Aurea CRM web
- Creating a new catalog value during import
Catalog values that have been added in such a way can not be deployed correctly via CRM.cockpit.