Customer database: Difference between revisions
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==== Changing the customer database driver ==== | ==== Changing the customer database driver ==== | ||
To configure {{RadiMation}} to support your customer database, go to the Configuration window in the Configuration tab. | To configure {{RadiMation}} to support your customer database, go to the '''Configuration''' window in the '''Configuration''' tab. | ||
[[Image:Config configuration.png]] | [[Image:Config configuration.png]] | ||
Go to the Database tab to select and/or change the Customer and Device Driver Databases. | Go to the '''Database''' tab to select and/or change the Customer and Device Driver Databases. | ||
[[Image:Configuration Database.png]] | [[Image:Configuration Database.png]] | ||
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To confirm your changes, click ‘OK’, to cancel your changes, click ‘Cancel’. You will be returned to the Configuration window. | 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”. | 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”. | ||
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To confirm your changes, click ‘OK’, to cancel your changes, click ‘Cancel’. You will be returned to the Configuration window. | 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. | Click ‘Close’ to leave the '''Configuration''' window. | ||
Revision as of 14:23, 5 October 2015
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.
Go to the Database tab to select and/or change the Customer and Device Driver Databases.
To select a Customer Database, select a database type from the pull-down menu.
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).
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.
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).
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.