| Inhalt |
|---|
XSetUps
| Group | Identifier | Value | local/global | Notes/Explanation |
|---|---|---|---|---|
| cps | enabled | 1 | global | enables CPS-Provider dialogue in System Data |
| cps | gha_external_merge_enabled | 1 | global | This XSetup enables the SQL Queries used when creating the Match & Merge schema needed for the CRM delivering merge decisions (CPS Provider). |
Configuration in System Data
CPS Provider Creation
| Field | Comment |
|---|---|
| Name | Must hold the value the CRM system will provide in the OTA_ProfileMergeRQ message (Instance).
|
| 'Manuelle Bearbeitung aktivieren' | = 'activate manual changes' → in case it is not ticked, the user is not allowed influencing on the decisions imported by the CRM system by using the buttons in the Match & Merge dialogue
|
Configuration in Front Office
Creation of Merge Schema
Open the Guest Profile SQL Queries dialogue:
Create the new schema to be used for the CRM merge decisions (select the correct CPS Provider):
All SQL Queries will be edited to hold the correct values incl. the providerid automatically:
| Codeblock | ||||||
|---|---|---|---|---|---|---|
| ||||||
SELECT kdnr, kdnr AS 'Account', name1 AS 'Name', resname+' '+resvorn+' '+resanr AS 'Contact', vorname AS 'First Name', strasse AS 'Street', plz AS 'ZIP', ort AS 'City', erfasst+' '+erfassttim AS 'Created', erfasstusr AS 'Net user', telefonnr AS 'Phone',
(SELECT COUNT(leistacc) FROM buch WHERE kundennr=kdnr OR firmennr=kdnr OR reisenr=kdnr OR sourcenr=kdnr) AS 'Act. res.',
(SELECT COUNT(buchnr) FROM buchold WHERE kundennr=kdnr OR firmennr=kdnr OR reisenr=kdnr OR sourcenr=kdnr) AS 'Res. history',
(SELECT COUNT(ref) FROM tasks WHERE kundennr=kdnr) AS 'Sales activities',
bemerkung AS 'Remarks'
FROM kunden AS K
WHERE kdnr={AccountNo}
UNION
SELECT kdnr, kdnr AS 'Account', name1 AS 'Name', resname+' '+resvorn+' '+resanr AS 'Contact', vorname AS 'First Name', strasse AS 'Street', plz AS 'ZIP', ort AS 'City', erfasst+' '+erfassttim AS 'Created', erfasstusr AS 'Net user', telefonnr AS 'Phone',
(SELECT COUNT(leistacc) FROM buch WHERE kundennr=kdnr OR firmennr=kdnr OR reisenr=kdnr OR sourcenr=kdnr) AS 'Act. res.',
(SELECT COUNT(buchnr) FROM buchold WHERE kundennr=kdnr OR firmennr=kdnr OR reisenr=kdnr OR sourcenr=kdnr) AS 'Res. history',
(SELECT COUNT(ref) FROM tasks WHERE kundennr=kdnr) AS 'Sales activities',
bemerkung AS 'Remarks'
FROM kunden AS K INNER JOIN cpsprofilemerge AS G ON K.kdnr=G.mergeid AND G.validid={AccountNo} AND G.providerid=1; |
| Codeblock | ||||||
|---|---|---|---|---|---|---|
| ||||||
SELECT MIN(kdnr) AS 'Min', COUNT(kdnr)+1 AS 'Occurs', name1 AS 'Name1', name2 AS 'Name2', resname AS 'Contact', vorname AS 'First Name', strasse AS 'Street', plz AS 'ZIP'
FROM kunden AS K INNER JOIN cpsprofilemerge AS G ON K.kdnr=G.validid AND G.providerid=1
WHERE kdnr IN(SELECT validid FROM cpsprofilemerge)
GROUP BY name1, name2, resname, vorname, strasse, plz |
| Codeblock | ||||||
|---|---|---|---|---|---|---|
| ||||||
SELECT MIN(kdnr) AS 'Min', COUNT(kdnr)+1 AS 'Occurs', name1 AS 'Name1', name2 AS 'Name2', resname AS 'Contact', vorname AS 'First Name', strasse AS 'Street', plz AS 'ZIP'
FROM kunden AS K INNER JOIN cpsprofilemerge AS G ON K.kdnr=G.validid AND G.validid={AccountNo} AND G.providerId=1
GROUP BY name1, name2, resname, vorname, strasse, plz |
Outcome in FO / Match & Merge dialogue
The user will be notified via IFC Error in case there are new profile merge decisions imported:
The user needs to open the Match & Merge screen then and has the possibility to merge the profiles (could be more than 2) or edit the profiles from there:
