Configuration of Contact Issue History in Salesnet
This section describes how to set up access so that a
salesperson in Salesnet can view FootPrints
Issues for a specified contact.
There are two types of links
that can be created from Salesnet to FootPrints:
Contact
history - Displays all of the support issues
for the individual user.
Company
history - Displays all of the support issues
for the user's organization.
An example of a contact history
link is given on the Sales/CRM Integration Administration screen.
Configure the FootPrints side
To
configure the FootPrints side:
Within
FootPrints,
go to Workspace Administration | Workspace Options | Add-on Modules | Sales/CRM
Integration.
There
is an option to enable Sales/CRM Integration for that workspace only.
Click “Enabled”.
For security reasons, there is an option
to add a unique key for each workspace. This key value must be present
in any links created in order for this feature to work. The field
can be left blank, but that makes it possibility for anyone to view your
data.
Access to Salesnet is obtained from Salesnet and not from
BMC. In
addition, licensing for Salesnet is not provided by BMC.
Log in to Salesnet.
A
field must be created in Salesnet with the type “Integration Link” (or
“I-Link”). This can be done by going to the setup page (clicking the wrench icon on the Toolbar) and scrolling down to the “Field Management”
section, choosing “Contact Field Management” and then clicking the “Add”
button.
Regardless
of which type of link is being created, the Base URL must point to http://server.domain.com/MRcgi/MRentrancePage.pl
(where server.domain is the name of the server and the name where you have
installed FootPrints).
The
I-link takes several parameters (one per line on the setup page):
EXT_LINK=1
(Required constant)
PROJECTID=<<Workspace #>> (Required constant
– should be the number of the workspace you are linking to in FootPrints.
If you
do not know the workspace number, consult your FootPrints
System Administrator)
One
of the next two fields must also be used. ABN is used to create
a Contact History link, while GRPDETAIL is used to create a Company History
Link.
ABN=<<primary key>> (Optional variable
for user data being passed in -- should correspond to primary key in FootPrints Address Book. For example,
if the Primary Key is set to “Email Address”, the variable used here should
be for the Email Address field in the Sales tool.) This is only used
for the contact history lookup.
GRPDETAIL=<<company>> (Optional variable
for company data being passed in -- should correspond to Organizational
Unit in the FootPrints Address
Book. This type of link will not work unless and Organizational
Unit is defined in the Address Book.) -- This is only used for the
company history lookup.
Once all the parameters
have been entered, click “Save”.
A link is displayed on the contact details page in Salesnet.
Clicking that link will open up that contact’s/company’s history in FootPrints. Two
define both Contact History and a Company History links, repeat this procedure.
Changing the Link Label
To change the label on the button that links your Salesnet
account with the FootPrints database:
In
a web browser, access the Salesnet web site at www.salesnet.com.
Select the Customer
Login link and log in to the customer area with your company, username,
and password. Your
customer page is displayed.
Select the
wrench icon on the Toolbar.
Scroll
down to the “Field Management” section, choosing “Contact Field Management”
and then clicking the “Edit” link for the link you wish to change. The
links are identified in the Label column of the table.