CRM.Designer Maintenance
Use CRM.Designer Maintenance to update the CRM.Designer database with the current catalogs, data model, CRM processes, and roles as defined in the Aurea CRM database.
Select
to access the info area.The functionality of CRM.Designer Maintenance is the same as described for CRM.Bulkloader. For details, see Data Model, CRM Processes, Roles and Catalogs.
The page consists of the following tabs, which are assigned to the following CRM processes:
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Catalogs: Allows you to update the catalog information in the
CRM.Designer database with new and changed catalog values. For further information,
see Updating Catalogs.
The Catalogs tab is assigned to
CRM process 1.5.2.1.4.
Designer: CatalogsCRM process ID 50050090
. -
Data Model: Allows you to transfer the current Aurea CRM data
model to the CRM.Designer database. For details, see Updating the Data Model. The
Data Model tab is assigned to
CRM process 1.5.1.6.32.
Designer: Data ModelCRM process ID 50050010
. -
Processes & Roles: Allows you to transfer the currently
defined CRM processes and roles to CRM.Designer. For further information, see Updating CRM Processes and Roles. The
Processes & Roles tab is assigned to
CRM process 1.5.1.6.39.
Designer: Processes and RolesCRM process ID 50050100
.
All three CRM processes are disabled by default. Users only see tabs which they may access due to their CRM process configuration.