Please
keep in mind that there are additional screens in Personify360 which have
been specifically coded to open CRM360. If you do NOT want to open CRM360,
you must revert the changes outlined in the table below.As of 7.4.1, the new CRM360 screen will serve as your one-stop-shop for all essential customer data that is easy to update and maintain, including:
· Financial Data
· Background Information
· Relationships
· Preferences
· Involvement History
CRM360 is meant to replace Customer Central, CusExpress, Constituent Central, and Call Center. However, the aforementioned screens will not be deprecated until a future release. By default, all personas will open the CRM360 screen instead of CallCenter, CUSCentral, ConstituenCentral, and CUSExpress. If necessary, you can change this. For more information, please see Assigning Screen Aliases to a Persona.
For more information on CRM360, please see Working with Constituent in CRM360.
Please
keep in mind that there are additional screens in Personify360 which have
been specifically coded to open CRM360. If you do NOT want to open CRM360,
you must revert the changes outlined in the table below.
Deprected Screen Name |
Referenced Screen |
Referenced Screen Method |
Specific Code in Referenced Screen |
New Code for CRM360 |
|---|---|---|---|---|
CusCentral |
ADV003_Advertising_Contracts.xml |
OpenRelationShips() |
TIMSS.Win.CommandProcessor.Exec ("cmd://Form/ShowControl?Name=pageRelationships") |
TIMSS.Win.CommandProcessor.Exec(String.Format ("cmd://Main/OpenDialog?Name=CUS031_Relationships&Key={0}{1}{2} &RelationshipType=Advertising", MasterCustomerId,Constants.Application. C_KEY_DELIMITER, SubCustomerId)) |
CusCentral |
ADV003_Advertising_Contracts.xml |
ShowBillToHistory() |
TIMSS.Win.CommandProcessor.Exec ("cmd://Form/ShowControl?Name=pageADVContracts") |
TIMSS.Win.CommandProcessor.Exec(TheForm, String.Concat ("cmd://Main/OpenView?Name=ADV006_Advertiser&Key=", Context.BillMasterCustomerId,"|",Context.BillSubCustomerId)) TIMSS.Win.CommandProcessor.Exec ("cmd://Form/ShowControl?Name=Contracts") |
CusCentral |
ADV003_Advertising_Contracts.xml |
ShowBillToCreditInfo() |
TIMSS.Win.CommandProcessor.Exec ("cmd://Form/ShowControl?Name=pageCreditLimit") |
"cmd://Main/OpenView?Name=CRM360&Key={0}|{1}" … |
CusCentral |
VOL001.xml |
CurrentBalance() |
TIMSS.Win.CommandProcessor.Exec ("cmd://Form/ShowControl?Name=tabpageOrderListing") |
TIMSS.Win.CommandProcessor.Exec(TheForm, String.Format ("cmd://Main/OpenView?Name=CRM360&Key={0}{1}{2}", Context.MasterCustomerId,Constants.Application. C_KEY_DELIMITER,Context.SubCustomerId)) TIMSS.Win.CommandProcessor.Exec ("cmd://Form/ShowControl?Name=pgOrderHistory") |
CusCentral |
VOL001.xml |
OpenCommitteeParticipation() |
CommandProcessor.Exec ("cmd://Form/ShowControl?Name=pageCommitteeParticipation") |
CommandProcessor.Exec(TheForm, String.Format ("cmd://Main/OpenView?NewInstance=True&Name= CRM360&Key={0}", CurrentCustomer.UniqueKey)) CommandProcessor.Exec("cmd://Form/ShowControl? Name=pageCommitteeParticipation") |
CusCentral |
VOL001.xml |
OpenCustomerDemographic() |
CommandProcessor.Exec ("cmd://Form/ShowCustomerDemographics") |
TIMSS.Win.CommandProcessor.Exec(TheForm, String.Concat ("cmd://Main/OpenView?NewInstance=True&Name=CRM360&Key=", CurrentCustomer.MasterCustomerId, Constants.Application. C_KEY_DELIMITER, CurrentCustomer.SubCustomerId.ToString)) CommandProcessor.Exec ("cmd://Form/ShowCustomerDemographics") |
CusCentral |
VOL001.xml |
OpenVolunteerManagerRelation() |
CommandProcessor.Exec |
TIMSS.Win.CommandProcessor.Exec(String.Format ("cmd://Main/OpenView?Name=CRM360&Key={0}&Action= ViewRelationships&RelationshipType=VOLUNTEER", CurrentCustomer.UniqueKey)) |
CusCentral |
CommunicationCentral |
OpenCommunicationScreen |
|
Open CRM360 with specific pages based on parameter |
CusCentral |
FarCentral |
OpenFundScreen |
If TheForm.FormParameters.Contains("CommCentral") AndAlso TheForm.FormParameters("CommCentral") = "ADDRESS" Then CommandProcessor.Exec(TheForm, "cmd://Form/EditAddress") End If If TheForm.FormParameters.Contains("CommCentral") AndAlso TheForm.FormParameters("CommCentral") = "SOLICITATIONPREF" Then CommandProcessor.Exec (TheForm,"cmd://Form/ShowControl? Name=pgSolicitationPreferences") End If |
Open CRM360 with EditContactPhone page |
CallCenter |
CRT002.xml |
ShowContactTracking() |
TIMSS.Win.CommandProcessor.Exec ("cmd://Form/ShowControl?Name=tabPageContacts") |
Modified tasks file to open CRM360 screen |
CallCenter |
TRN003.xml |
ShowCusDemographics() |
TIMSS.Win.CommandProcessor.Exec ("cmd://Form/ShowControl?Name=TabControl2") |
TIMSS.Win.CommandProcessor.Exec(String.Format ("cmd://Main/OpenView?Name=CRM360&Key={0}|{1}", Context.MasterCustomerId, Context.SubCustomerId)) |
CallCenter |
TRN003A.xml |
ShowCusDemographics() |
TIMSS.Win.CommandProcessor.Exec ("cmd://Form/ShowControl?Name=TabControl2") |
TIMSS.Win.CommandProcessor.Exec(String.Format ("cmd://Main/OpenView?Name=CRM360&Key={0}|{1}", Context.MasterCustomerId, Context.SubCustomerId)) |