Key points of CRM development (II.)

This paper mainly elaborates business Roles service role.

A user, without a business role, can do nothing on the UI.

In principle, business roles are linked to organizations.

A department or a position can hang a business role. But first it needs to be activated.

Because a user can hang different positions under different organizations, it means that a user can achieve multiple business roles by inheriting the business roles of those organizations and positions. However, on top of the UI, the business role is mandatory, you can only use one of the business roles to do everything, and if you want to use other business roles, you have to switch. Of course, you can also just set up to use a business role to go to the UI page operation, instead of hanging to the specific organization of a position below, is set in the user parameters,.

A business role is an important concept of the UI. 80% of the UI configuration is related to the business role.

This configuration program can be found layered in spro, or you can use the thing code crmc_ui_profile.

As you can see from the diagram, what are the functions of a business role? the usefulness of each feature is explained below.

The following are some of the business roles that are commonly used or that have been designed by the system.

? Salespro (salesprofessional)

? Servicepro (Service Professional)

? Marketingpro (Marketing Professional)

? Eco-manager (Webchannel)

? Ic_agent & Ic_manager (Standard Interaction Center AGENT &MANAGER)

? Ic_ssc_agent (Shared Service Center AGENT)

We can use these business roles directly, or copy a custom business role using the Copy feature, and the benefit is that it is not easy to make mistakes.

the job of configuring a business role 80% is to adjust the navigation bar parameter file navigation bar profile.

This is because this parameter file corresponds to the navigation bar on the left side of the UI page, and basically all of our business activities are done by clicking on the corresponding link in the navigation bar.

The contents shown can be configured in this parameter file. To be exact, the navigation bar parameter file is a collection that contains content that all business roles can configure. But each business role can adjust the way that content is implemented within its own business role, including displaying hidden sort renaming.

Look at the adjustment work center first. Each business role is equipped with a navigation bar parameter file, the system will initially prepare the data, if you do not make any adjustments, can be used directly, the effect is the same as the navigation bar parameter file default.

The first column is the ID of the work center, the second column is unchecked, and if it is checked, the work center will not be displayed on the UI that uses the business role; the fourth column is the default UI sort for the navigation bar parameter file; The fifth column allows you to modify the original default UI sort by customizing the order The sixth column is the default work center title of the Navigation bar parameter file, the seventh column allows you to modify the title of the previous column, the third column is usually not checked, the tick is due to the corresponding navigation bar parameter file has been changed, the bank data is invalid, This time you need to click the "Clear" button to remove the invalid data manually.

Then look at the Adjust work center group link. Others do not repeat, the key to see "menu" in this column.

If selected, this link becomes a level two menu, as shown, no option is to tile directly.

Other adjustments to the navigation bar parameter file are similar, and this is skipped.

format parameter file is a file of what function, look at its configuration page will know.

Configuration is the UI above the area a components, such as Logo,header, you can set the size of the component, and whether the display and so on. Used in conjunction with the format component definition.

The features of the technical data file are as follows:

? You can disable the browser back button

? Frame Swap can be disabled to reduce screen flash

? Can use AJAX to reduce data interaction

? You can use server optimization

? You can set the memory limit values that the process consumes

? You can set the URL to jump after logging out

? You can set the session auto-shutdown time

The function parameter file is actually a configuration set of various parameters of the system, which can be used to control some functions of the system by referencing these function parameter files. So the function parameter file a business role can be configured multiple.

For example, we look at a function parameter file personalization, this function is to achieve personalization.

Some other useful features await you to discover.

The PFCG role identity is an intermediary product. So many of the components we do on the UI must have a lot of permission objects set up. In order to facilitate the management, it is easy to set the basis permissions to the UI, we can use PFCG this function to achieve. So what is the PFCG role identifier, we should look at the code of things first

PFCG.

You can browse the contents of the entire configuration first. Focus on the "Permissions" tab.

The content here should be basis with. Simply put, basis will set a series of permission objects, if not clear, they can go to copy the standard parameter file. When this setting is complete, he needs to give this setting a name, which is the parameter filename. The parameter file name and the PFCG ID are one by one correspondence. Next, you can hook up this PFCG ID to a specific account. When you're done, you'll find that the parameter file will also have a corresponding entry.

Key points of CRM development (II.)