Book Image

Integrating CRM across your Organization for Business success

By : Andrew Blackmore
Book Image

Integrating CRM across your Organization for Business success

By: Andrew Blackmore

Overview of this book

Table of Contents (14 chapters)
Integrating CRM Across Your Organization for Business Success
Credits
About the Author
About the Reviewer
Preface

CRM UI changes


We will now identify the UI changes to CRM that will need to be made for the vendor management integration.

Changes to CRM company screens

Vendor data will be synchronized to CRM and will be shown on the CRM company screens as a company of type "ERP vendor". Some of the data will be stored in new fields, which should already have been added to the UI for the contact management integration, meaning that no UI changes will be needed for our worked example.

Note

Make a note

If your implementation is synchronizing different fields to the ones that we list in our worked example, you will need to make sure that they are displayed on the CRM UI.

A new UI rule will need to be added to ensure that vendors are read-only in CRM:

  • When a CRM company is of type "ERP vendor", it should not be editable or deletable. This is because we are not synchronizing updates or deletes of customers from CRM to ERP.

If the company entity has a promote button to "promote" a CRM customer to ERP, you will need...