Customer database: Difference between revisions

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==== Introduction ====
==== Introduction ====
[[RadiMation|{{RadiMation}}]] contains functionality to retrieve name and address information of customers from another external database. This external database could be your company's customer relationship management (CRM) database. The functionality to retrieve customer information from another external database is called '[[Customer database]]'. This will reduce the need for retyping customer address information in {{RadiMationLink}}.
[[RadiMation|{{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 {{ScreenElement|[[Customer database]]}} and will reduce the need to manually enter large amounts of customer information in {{RadiMationLink}}.


Several different types of database interfaces are provided, to retrieve customer information from different type of databases. Some of the database that are supported are:
{{ScreenElement|[[Customer database]]}} can interface with several external databases, such as:
* [[ODBC text setup|text based files]]
* [[ODBC text setup|text based files (through ODBC)]]
* [[MySQL]]
* [[MySQL]]
* [[MSSQL]]
* [[MSSQL]]
* [[Microsoft Access database]]
* [[Microsoft Access database]]
* [[ODBC]]
* [[ODBC]]
* [[Act! 6]]
* Act! 6


==== Changing the customer database driver ====
==== Changing the customer database driver ====
To configure {{RadiMation}} to support your customer database, please select
To configure {{RadiMation}} to support your customer database, go to the ''' 'Configuration' window''' in the ''' 'Configuration' tab'''.
{{Menu|Configuration|Configuration}}


Then select the {{ScreenElement|Database}} tab.
[[Image:Config configuration.png]]
 
 
Go to the ''' 'Database' tab''' to select and/or change the '''Customer Database''' and '''Device Driver Databases'''.


[[Image:Configuration Database.png]]
[[Image:Configuration Database.png]]


{{ScreenElementDescriptionStart}}
{{ScreenElementDescription|Database Type|Specifies the database driver that should be used to connect to the customer database. This database driver can be one of:
* {{ScreenElement|Act!}} to retrieve customer information from Symantec Act!.
* {{ScreenElement|Microsoft Outlook}} to retrieve customer information from the contacts that are available in Microsoft Outlook.
* {{ScreenElement|Microsoft Access}}
* {{ScreenElement|Text database}} to retrieve information from a text based [[ODBC]] database.
* {{ScreenElement|ODBC database}} to retrieve information from an [[ODBC]] database connection. This can for example be used to retrieve information from a [[MySQL]] or [[MSSQL]] database.
}}
{{ScreenElementDescription|Configuration|Shows a more detailed configuration dialog of the selected {{ScreenElement|Database Type}} to allow the configuration of specific customer database settings. When the database {{ScreenElement|Configuration}} button is pressed, the {{WindowTitle|Customer database configuration}} window will appear.
}}
{{ScreenElementDescriptionEnd}}


{{:Customer database configuration}}
To select a '''Customer Database''', select a database type from the pull-down menu.
 
[[Image:Database customer.png]]
 
 
To see and/or change more detailed settings (of the selected database type), click ''' 'Configuration' '''.
 
The '{{WindowTitle|Customer database configuration}}' '''window''' will appear. (This window can differ depending on the selected database type).
 
[[Image: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|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.
 
[[Image: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).
 
[[Image: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'''.


[[Category:Customer database]]
Click ''' 'Close' ''' to leave the ''' 'Configuration' window'''.

Latest revision as of 12:34, 3 January 2020

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.

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