Updating CRM Processes and Roles

Learn to update the CRM Processes and Roles.

To assign configuration units to CRM processes and roles, you need to transfer the currently defined CRM processes and roles to CRM.Designer.

  1. Select what you want to update:
    • all: Both CRM processes and roles are updated.
    • only processes: Only CRM processes are updated.
    • only roles: Only roles are updated.
    Note: Check Fill temporary tables only to only fill the temporary tables without updating the CRM processes and roles in CRM.Designer. This allows you to verify the changes before actually modifying existing data.
  2. Click Update.

The currently defined CRM processes and roles are transferred to CRM.Designer. For further details, see Roles & CRM Processes in CRM.Designer.

CRM processes and roles that have been deleted in Aurea CRM are handled as follows in CRM.Designer:

  • Deleted processes are moved to the designer CRM Processes node.
  • Deleted roles are moved to the designer Roles node.
  • Deleted groups are deleted for good.

For more information, see Overview of Assigned Roles & CRM Processes.