Tools and procedures

As an administrator, you can adapt objects, processes and functions in the CRM according to the requirements of your company. In addition, various tools for the technical adminis­tration are exclusively available to the administrator.

• Administrative and adjustment masks for master data registration, configuration of various processes and maintenance of the data stock (for example, duplicate management, central address manage­ment), modifying and enhancing system properties (for example, entries in selection menus of masks and forms), etc.

• The administrator’s administrative and adjustment masks, and additionally extensive lists, forms and tools of the PiSA cubes base system, e.g., for managing clients and sessions on the server, control of the behavior through server variables, and adjustment of variable values for the behavior of features in the CRM.
• Exchange of graphical objects to adapt the corporate design (for example, to change the company logo in correspondence templates).
• Implementations, scripts, dialog definitions, data classes, menu generator, etc.

Capturing and modifying master data usually takes place in a master data form in which dif­ferent relations need to be created (e.g., by capturing the own company or internal staff members).

Adaptations and settings are usually made or specified in a list in which default values can be modified, or new ones created (e.g., specification of standard contact properties in a select menu).

For help functions such as Renumbering, Transferring content and Replace content, please refer to Tools in the “Extras” menu.