How to edit the list of social/phone types to add a new "toll-free" phone type
Importing migrated data from another system into Creatio low-code CRM needed to push an account’s and contact’s toll-free phone number into bpm’online database. Out-the-box the 3 types of communication options for a phone number for an account are: Primary phone, fax and alternate phone, but no toll-free. Thus, a new phone type lookup must be added first.
#1 Create the new lookup, communications phone type of “Toll-free”
To add a new phone type, please open System designer → Lookups. The information you need is stored under the ‘Communication option types’ lookup. [Typically, this is something your CRM administrator would be performing].
To start, use a Filter to search for ‘%communica%’ using wildcard symbols around the search term and the search results will show something like this:
To add a new phone type “Toll-free”, click on the ‘Open content’ button.
To add a new phone type, click on New on the “Communication option types” tab.
Type in a name for a new record, optional description and define the section where it will be used. If this will be used for contact and accounts also check “Use for contacts” and “Use for accounts”
After that you need to state to which communication type the new record belongs. In this case it is Phone. To do so, please click/highlight your new record, “Tool-free” and press <New> button under the “Communication types” tab.
Then you need to choose the communication type – “Phone” and press OK
Click <Close> button to complete this process.
#2 Perform the import to update existing accounts with a toll-free number from another database
As a person with proper permissions, start the System Designer and select “Data import”
Select the name of the import file and click on “Account” for where you want the data imported to.
Perform any mapping adjustments. In this case the import file named the column “TollFree” but the destination to select is “Additional contact details” -> “Communication option” -> “Toll-free”
Since the bpm’online data was created from another system, that system’s account table unique ID, “AccountID”, was carried forward from the prior database into the bpm’online account section. That is what will be chosen as the duplicate search field instead of account name
Press <Start data import>. Percentage of completion progres messages occur and the user can edit and do other work while the importing process is working.
To verify select one of the updated account records and check the “Communications options”. A new phone field “Toll-free’ will be filled in.
Articles on Customer Experience Improvement
Articles on Business Process Management...
Articles on Making Your Business Work Smarter...