Customer database

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Introduction

RadiMation® can retrieve customer information (such as name and address) from external databases, for example from your company's customer relationship management (CRM) database. This option is called Customer database and will reduce the need to manually enter large amounts of customer information in RadiMation®.

Customer database can interface with several external databases, such as:

Changing the customer database driver

To configure RadiMation® to support your customer database, go to the 'Configuration' window in the 'Configuration' tab.

Config configuration.png


Go to the 'Database' tab to select and/or change the Customer Database and Device Driver Databases.

Configuration Database.png


To select a Customer Database, select a database type from the pull-down menu.

Database customer.png


To see and/or change more detailed settings (of the selected database type), click 'Configuration' .

The 'Customer database configuration' window will appear. (This window can differ depending on the selected database type).

Customer Database Configuration.png


To confirm your changes, click 'OK' , to cancel your changes, click 'Cancel' . You will be returned to the 'Configuration' window.

For more detailed information on the Database Configuration settings, go to Chapter 14 “Database Configuration”. Information on the settings of the different database types can be found in the paragraphs that follow “Database Configuration”.


To select a Device Driver Database, select a database type from the pull-down menu.

Database device driver.png


To see and/or change more detailed settings (of the selected database type), click 'Configuration' . A dedicated window will appear. (This window can differ depending on the selected database type).

Database device driver config.png


To confirm your changes, click 'OK' , to cancel your changes, click 'Cancel' . You will be returned to the 'Configuration' window.

Click 'Close' to leave the 'Configuration' window.