Customer database

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:

• text based files
• MySQL
• MSSQL
• Microsoft Access database
• ODBC
• Act! 6

Changing the customer database driver

To configure RadiMation^® to support your customer database, please select

    Configuration

       Configuration

Then select the Database tab.

Database Type

Specifies the database driver that should be used to connect to the customer database. This database driver can be one of: Act! to retrieve customer information from Symantec Act!. Microsoft Outlook to retrieve customer information from the contacts that are available in Microsoft Outlook. Microsoft Access Text database to retrieve information from a text based ODBC database. 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.

Configuration

Shows a more detailed configuration dialog of the selected Database Type to allow the configuration of specific customer database settings. When the database Configuration button is pressed, the Customer database configuration window will appear.

The Customer database configuration dialog allows to specify a mapping between an external customer database and the address information fields in RadiMation^®.

Location

In this field, the location of the database must be entered. It is also possible to press on the small button behind the textbox, after which a popup window will be shown that allows the end-user to select the correct customer database. If an ODBC connected database is used, a dialog will be shown which allows to select an already created ODBC data source.

Table and Fields

It is necessary to specify in the customer database configuration, which table and column(s) should be used, to correctly map the information in the customer database to the data in RadiMation®. There for the following selections must be made. It is not necessary to specify a selection for each and every field, but the Table and Company has to be specified. Table The table that should be used to retrieve the information from Company The database column name from which the 'company' name should be retrieved. Contact The database column name from which the 'contact' name should be retrieved. Address The database column name from which the 'address' name should be retrieved. Zip Code The database column name from which the 'Zip code' name should be retrieved. City The database column name from which the 'city' name should be retrieved. State The database column name from which the 'state' name should be retrieved. Country The database column name from which the 'country' name should be retrieved. Telephone # The database column name from which the telephone-number should be retrieved. Fax # The database column name from which the fax-number should be retrieved. E-Mail Address The database column name from which the e-mail address should be retrieved.

Advanced

Shows some more advanced settings for the customer database configuration: Use default query Will configure the customer database driver to use the default SQL query, which uses the selected database column names. The SQL query that is used will be shown in the Query textbox Use customized query Allows the end-user to specify a specific or more detailed SQL query, that should be used by the customer database driver. The SQL query can be specified in the Query textbox Query Shows the SQL query that is used by the customer database driver. If the Use customized query option is selected, it is possible to change the SQL query Login Name Allows to specify a login name that should be used to the connect to the customer database. The default value is 'admin', which should be correct in almost all situations Password The password that corresponds with the specified Login Name which are necessary to connect to the customer database. The default value is ' ', which should be correct in almost all situations Load Database Tries to connect to the selected database, using the specified Login Name and Password, to determine the list of available tables and column names.