Choose Preferences from the Setup menu. Then open the CRM Interface tab page.
Item |
Description |
Description of the available options |
|
CRM Database |
CRM database selection |
SQL Database |
SQL database name |
Interface station name |
Name of the workstation where the interface runs |
Host Address |
Host address name |
Interval (minutes) |
Interval to log on and update |
Login |
Login name |
Password |
Login password |
To Registry |
To be executed on the interface workstation to enter details into that machines registry. |
Query CRM Database |
Options |
Individual address upload filter | Filter to be applied if guests are supposed to be uploaded. If no guests are to be uploaded: .F. |
Company (lead) upload filter | Filter to be applied if companies are supposed to be uploaded. Filter to upload complete company addresses only |
CRM is leading | If this option is enabled local changes to an address are NOT uploaded and the company will NOT be changed in CRM! |
OK |
Save the changes in the Preferences |
Cancel |
Close the preferences without saving- |
Apply |
Apply changes without closing the preferences |