Most of the programs and interface created for Generic - CRM use parameters. Before you can start using the programs and interfaces, you need to set up these parameters.
Using the Generic - CRM Parameter Configuration Utility Form, you can set up generic CRM parameters for Campaign and CRM, project parameters.
The parameter program gives the possibility to set up the parameters in an easy and user-friendly way.
What do you want to do?
This form is displayed when you click Manufacturer-specific > X4. Generic - CRM > Generic CRM parameters. It enables you to display and copy the Campaign and CRM project parameters.
All options and fields on the Generic - CRM Parameter Configuration Utility form are described as follows:
Menu Bar and Toolbar:
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Exit |  |
Leaves the program and returns to the previous menu. |
| Edit > Amend |  |
Opens the parameter record in edit mode. You can make changes to the parameters. |
| Edit > Cancel |  |
Cancels any adjustments of the parameter record. |
| Edit > Save |  |
Saves the entered data of the parameter record. |
| Edit > Load default settings | - |
Loads default settings in the parameter record (if applicable). |
| Tools > Grid edit |  |
Opens the parameter file in edit mode in a grid form. Note: This option is for CDK Global users (formerly kcc users) only. |
| Tools > Copy control | - |
Opens the Mass parameter copy utility form to copy several parameter files in one go. |
| Help > Help |  |
Displays this help topic in a web browser. |
| Help > Help about | - |
Displays version and copyright information. |
Project parameters:
Under Project parameters you can find a browser with all parameter records, divided into: Campaign and CRM parameters. The lower-right side of the form displays the parameter record selected from Project parameters. Clicking the plus (+) sign to the left of the parameter expands the parameter to display more parameter elements. Clicking the minus (-) sign collapses these parameter elements.
Information:
This group box can contain information about a parameter. The information is displayed when the parameter is selected.
To display parameters:
Click the plus (+) sign to the left of the Campaign or CRM parameters in the Project parameters browser.
The tree expands (opens up), to display more parameter elements.
Click one of the plus (+) signs to the left of these elements, depending on which parameters you want to see.
The parameter records for each company number become available.
Select the company number for which you want to see the parameter record.
The parameter record for that company number is displayed on the lower-right side of the form.
Note: This is the most common method of displaying records in the Parameter Configuration Utility form, it is also possible that you may add additional elements under a company element or that the element company is not existing. How to display these elements is explained in the help file of that specific parameter record.
To modify parameters:
Click the plus (+) sign to the left of the Campaign or CRM parameters in the Project parameters browser.
The tree expands (opens up), to display more parameter elements.
Click one of the plus (+) signs to the left of these elements, depending on which parameters you want to see.
The parameter records for each company number become available.
Select the company number for which you want to see the parameter record.
The parameter record for that company number is displayed on the right side of the form.
Click Amend and enter the required parameters.
Click Save, to save the changes.
Note: This is the most common method of displaying records in the Parameter Configuration Utility form, it is also possible that you may add additional elements under a company element or that the element company is not existing. How to modify these elements is explained in the help file of that specific parameter record.
To copy the parameters:
Select the parameter record you want to copy.
Click Copy.
A message is displayed.
Click OK.
Select the company to which you want to paste the copied parameters, and click Amend.
Click Paste, the highlighted fields indicate what fields will be changed by the copy process.
Tip: You still have the possibility to cancel the copying.
A message is displayed.
Click Yes to continue, the parameter fields are copied.
Click Save, to save the changes.
Note: This is the most common method of displaying records in the Parameter Configuration Utility form, it is also possible that you may add additional elements under a company element or that the element company is not existing. How to copy these elements is explained in the help file of that specific parameter record.
When copying parameter settings to the buffer and then changing the parameter record, the Paste button is not available. E.g. copying parameters and wanting to paste then in completely different parameters settings is not possible.
When copying project parameters, which are divided over tabs, all parameters on all tabs are copied to the other company.
Warning: Copying parameters doesn't mean that the system is correctly set up as well, please check the parameters after you have copied them from one company to another!
Note: Only the fields that can be copied will be copied. This means that only the fields specified by the programmer will be copied.
Per project it is possible to set up the parameters for a company, if this company is used in the depending module. This means that when entering the parameters, the program checks what companies are available for the specified module. Only those companies are then displayed in the Project parameters browser for the selected parameters record.
This can also means that it is not possible to add or delete parameter record for a company manually, if applicable, you can create or delete a company via Setup > Utilities (Live flag must be set to Y or N), it will be added or deleted from the Project parameters browser.