Data Model
The Data Model level allows you to configure Aurea CRM's data model (info areas, fields and catalogs) to meet your individual requirements.
You can either edit the "core" elements supplied by update or add and edit newly "generated" elements. The data model is saved as a format, see Formats in the Aurea CRM win User Manual.
The current design is displayed under Design. The currently active data model used by Aurea CRM is displayed under Active. Any backups you may have made are displayed under Archive.
A diagram of the default data model can be downloaded from https://support.aurea.com.
Use the --writexmldef parameter to output the current data model (info
areas, fields, catalogs, links and indices) as XML, see mmba.exe Parameters.
Accessing the Data Model Level
The data model can only be edited on the main office and only by the SU or a user who has access to the CRM process 1.5.1.6. "Data Model", see CRM Process Configuration.
The SU and users with appropriate roles can open the data model on other stations in read-only mode.
The Data Model level is not available to other users.
To grant users read-only access to the data model on the main station, assign a read-only role to these users granting access to the "Data Model" process, see Rep Roles.
The data model can only be edited by a single user at a time: Once a user begins editing the data model, other users can only access the data model in read-only mode, irrespective of their roles.
Fixed Catalogs
Fixed catalogs are predefined by the system (e.g. Status and Priority fields) and cannot be changed by users.
Fixed catalogs can be edited in the Data Model level, see Editing Predefined Fixed Catalogs.
Variable Catalogs
Entries in variable catalogs can be added, edited and deleted, provided a user has the necessary access rights, see Defining Access Rights for Variable Catalogs.
You can only define or rename variable catalogs in the Data Model level.
Use the Catalog info area to edit catalog value and configure further settings, see Catalogs.
Info Areas
You can edit and add info areas in the Data Model level.