Data Model (KP)

Each field of KP is mapped to a field in either PE or CP. The mapping is defined in the data model (info area KP, Fields level, Mapping column).

To add a new field to the KP info area:

1. Create a corresponding field in the CP or PE info areas, see Adding New Fields.
2. Apply the data model change.
3. Create the new field in KP.

   

4. Select the field in CP/PE to which you want to map the new KP field.
5. Apply the data model change.

When displaying KP, Aurea CRM reads the data from the mapped CP and PE fields.

Analogously, links have to be first created in CP/PE. The link fields can then be mapped in KP.

To delete such fields and links you have to proceed in reversed order:

1. Delete the field or link first from KP.
2. Apply the data model change.
3. Delete the field or link from CP/PE.
4. Apply the data model change.