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 Settings > Maintenance > CRM.Designer Maintenance 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:

  • 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: Catalogs CRM 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 Model CRM 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 Roles CRM 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.