Reverting CRM360™ Screen Changes

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.

Note.pngPlease keep in mind that there are additional screens in Personify 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.

Deprecated 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("cmd://Form/ShowControl?Name=pageRelationships")

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))