CRM Integration (Elective Option)

When the CRM INI setting CRM_FB_INTEGRATION is set to ‘Y’, then the CRM tabs can be set up. Initially, there are five unlabelled address fields under the ‘Contact’ tab. There are no fields or field labels visible under the other tabs. The fields, types of field and field labels are all user definable using CRM INI settings. There are 11 fields available under the ‘Contact’ tab and up to 10 fields are available for the Personal Tab. The Analysis tab can have 10 rows of three fields per row.

Data can be set up in each tab for each name in the room. Highlight the name in order to input data for that name.

If the detail is the same for each name, then set up the data against the designated Lead Name and the checkbox ‘Copy details from Lead Name’ can be checked in each tab to copy the data to each passenger name.

Screen Shot 11: CRM Contact Tab

The 11 fields in this tab are predetermined as address/contact fields. The Post Code Field cannot be labelled. The field ‘Copy details from Lead Name’ is not a user defined field, and cannot be labelled.

To produce the labels as above, the following CRM INI entries have been made:

CRM INI Field	Value
CRM_ADDRESS1_LABEL	= Street Address
CRM_ADDRESS2_LABEL	= Suburb/Rural No.
CRM_ADDRESS3_LABEL	= City/Town
CRM_ADDRESS4_LABEL	= Country
CRM_PHONE1_LABEL	= Home Phone
CRM_PHONE2LABEL	= Work Phone
CRM_PHONE3_LABEL	= Mobile Phone
CRM_PHONE4_LABEL	= Fax
CRM_EMAIL1_LABEL	= Home Email
CRM_EMAIL2_LABEL	= Work Email

For the Contact Tab, the field types and lengths have been pre defined.

Screen Shot 12: CRM Personal Tab

In this tab, seven fields (excluding the ‘Copy details…’ Field) have been defined. For this tab, the field types have to be defined and the field labels have to be defined.

Field Types

There are four field types:

Text (defined as ‘Tnn’ where nn = the field length in characters)
Date (defined as ‘D’)
Checkbox (defined as ‘C’)
Numeric (defined as ‘N’ – whole numbers only, no decimals)

The following CRM INI settings have been used to create the Personal tab as in Screen Shot 12: CRM Personal Tab.

CRM INI Field	Value
CRM_P_TYPE1	= C (Checkbox)
CRM_P_LABEL1	= Smoking
CRM_P_TYPE2	= T30 (Text, maximum 30 characters)
CRM_P_LABEL2	= Passport #
CRM_P_TYPE3	= D (Date. Allows manual date entry or drop down calendar)
CRM_P_LABEL3	= Passport Expiry
CRM_P_TYPE4	= T30 (Text, maximum 30 characters)
CRM_P_LABEL4	= Freq Flyer #
CRM_P_TYPE5	= T10 (Text, maximum 10 characters)
CRM_P_LABEL5	= Clothing Size
CRM_P_TYPE6	= N (Numeric)
CRM_P_LABEL6	= Weight kgs
CRM_P_TYPE7	= T20 (Text, maximum 20 characters)
CRM_P_LABEL7	= Height cm

Screen Shot 13: CRM Analysis Tab

When a field label is applied (e.g. ‘Source’), three fields per row display:

Dropdown Field (see Screen Shot 14: CodeMaint - CRM Data Tables)
Text Field (Display only. Displays dropdown field description)
Date Field The date field has three possible parameters:

Y= Date is manually entered/selected by the user

N= No Date is required

S= System Date (records as the date of change of data)

The following CRM INI settings have been used to create the Analysis Tab shown in Screen Shot 13: CRM Analysis Tab:

CRM INI Field	Value
CRM_A_LABEL1	= Source
CRM_A_DATE1	= Y
CRM_A_LABEL2	= Brochure Issued - 1
CRM_A_DATE2	= Y
CRM_A_LABEL3	= Brochure Issued - 2
CRM_A_DATE3	= Y
CRM_A_LABEL4	= Brochure Issued - 3
CRM_A_DATE4	= Y

Once labels have been assigned to fields, records can be added to tables under the CRM node in CodeMaint.

Screen Shot 14: CodeMaint - CRM Data Tables

The data in the Contact and Personal tabs is able to be output on Agent/Supplier messages. The data in the Analysis tab can be exported to Excel for further analysis.

(continued in Booking Detail Screen)

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