Integration With Other CRMs Settings

Applications › Configurations › Integration With Other CRMs Settings

Overview

Use Integration With Other CRMs Settings to maintain the ExternalApp setting and related files for the available CRM integration contexts. Sales representatives, account managers, project managers, and finance or operational users can review the applicable integration tab before relying on information received from an external CRM.

The page is organized into five tabs. Review the tab that corresponds to the required integration context, update the ExternalApp value where appropriate, attach supporting files if required, and save the record.

Settings

Open Configurations > Integration With Other CRMs Settings to display the Integration with CRMs page.

The page provides the following settings:

Note: Review the selected tab before changing ExternalApp. Each tab represents a separate integration context.

To maintain the settings:

1. Select the relevant integration tab.
2. Review ExternalApp and update it when the external application reference must be changed.
3. If supporting material is required, select Attach and add the required file to files[].
4. Select Save to retain the changes and continue working, or select Save and Close to retain the changes and leave the page.

Tip: Attach concise, current documentation that helps users identify the applicable external CRM integration setting.

Workflow

1. Open Configurations > Integration With Other CRMs Settings and review the current integration context.

   

   Integration with CRMs — Configurations › Integration With Other CRMs Settings

Decide which CRM integration context applies. Select the corresponding tab before reviewing or editing ExternalApp.

2. Review the relevant tab and decide whether the external application setting requires revision.

   If no revision is required, leave ExternalApp unchanged and continue to review any attached files. If a revision is required, update ExternalApp with the approved external application value.

3. Decide whether supporting files are needed.

   Select Attach when you need to add a file to files[]. After completing the attachment action, use Ok where it is presented to confirm the action.

   Warning: Do not assume that an attachment replaces the ExternalApp setting. Review both the application value and the attached files before saving.

4. Decide whether to continue editing or finish the maintenance task.

   • Select Save to save the current changes and remain on the Integration with CRMs page.
   • Select Save and Close to save the current changes and close the page.

5. Use Tickets only when you need to access the ticket action available from this page. The available screen information does not define a workflow transition between the integration tabs; changing tabs is used to review the separate tab contexts.

Shotec S.A.E

The Shotec S.A.E tab presents the integration setting context for Shotec S.A.E. Review the ExternalApp value and any entries in files[] to confirm that the setting and supporting material are appropriate for this context.

No control is provided that moves records into or out of this tab. Use the tab to view or maintain the settings displayed there, then select Save or Save and Close when your changes are complete.

Shotec Gulf

The Shotec Gulf tab presents the integration setting context for Shotec Gulf. Use this tab to review the configured ExternalApp value and any files associated with the setting.

No tab-transition action is available in the listed controls. Update the displayed values only when required, attach supporting files through Attach when needed, and save the completed setting.

Shotec GmbH

The Shotec GmbH tab holds the integration setting view for Shotec GmbH. Confirm that ExternalApp identifies the intended external application and that files[] contains the relevant supporting files.

The available controls do not define a record movement into or out of this tab. Save changes using Save, or use Save and Close when you have finished maintaining this integration context.

Shotec IP GmbH

The Shotec IP GmbH tab displays the integration setting context for Shotec IP GmbH. Review the available ExternalApp setting and attached files before using this context for CRM-related work.

No workflow control is listed for moving a record between tabs. Use Attach to add a supporting file when necessary, confirm with Ok if prompted, and save the record after review.

Cronitec

The Cronitec tab displays the integration setting context for Cronitec. This is where you verify or maintain the ExternalApp value and the related files[] attachments for that context.

The listed actions do not provide a transition into or out of the Cronitec tab. Complete any required maintenance in the tab, then select Save to remain on the page or Save and Close to finish.

Examples

A sales operations user needs to confirm the external CRM reference for the Shotec Gulf integration context before reviewing customer-related information originating from the external system.

1. Open Configurations > Integration With Other CRMs Settings.

2. Select the Shotec Gulf tab.

3. Review ExternalApp to confirm that it contains the approved external application reference for Shotec Gulf.

4. Review files[]. If the team requires supporting integration notes, select Attach and add a file such as

   Shotec-Gulf-CRM-Integration-Notes.pdf

   . Select Ok if the attachment process displays that action.

5. Select Save if you need to verify another tab, or select Save and Close after the Shotec Gulf setting and its supporting file have been reviewed.

Tips

Tip: Use the tab names consistently when discussing an external CRM setting with Sales, PM, Purchasing, Warehouse, or Finance teams. This avoids reviewing the correct setting in the wrong integration context.

Note: The available tabs are displayed in this order: Shotec S.A.E, Shotec Gulf, Shotec GmbH, Shotec IP GmbH, and Cronitec.

Warning: Save changes before leaving the page. Use Save and Close only after confirming that the selected tab and ExternalApp value are correct.

Troubleshooting

Related pages

• Configurations — Overview
• 2 Factor Authentication
• Configurations — Learning Path
• Account Managers
• Custom Fields
• Dashboard Settings
• Dynamic Validation
• Manage Demo Data
• Reports Settings
• Branches
• Flags
• Frequent Currencies
• Products
• Banks
• Invoice Settings