Prerequisites

Activity codes

The following activity codes (sorted by type) may have an impact on the way the function operates :

  BOM :  No. operation/campaign

General parameters

The following general parameters may change the way the function is working :

Customer Relation

  CIBAUSFLT (defined at level User) : User filter

Sequence numbers

The sequence numbers used to number the documents managed by this function are :

  CMG : Marketing Campaigns

  ACT : Sales Activity

  SCQ : Phone Calls scripts

The sequence number assignment function defines the sequence number which is used

Authorizations

This function is object managed. The creation, modification, and deletion operations can be activated or deactivated for a given user. Filters by roles can also be associated with this function.

As data is linked to a site, a filter per site can be activated.

Other prerequisites

Miscellaneous tables

The following miscellaneous tables are used by the function. They must be populated if necessary :

  Miscellaneous table number 456 : Object of the generated calls

Tables used

The following tables are implemented by the function :

Table

Table description

AUTILIS [AUS]

Users

CALLATTEMP [CTT]

Call attempt

CMARKETING [CMG]

Marketing campaign

HD4CLOB [HD4]

Commerl reports text files

HD5CLOB [HD5]

Marketing text files

MAILING [OMM]

Mass mailing

MEDIA [OMN]

Media campaign

PHONECALL [CLL]

Call

PHONING [OMP]

Phone campaign

TABCUR [TCU]

Currency table

TRADESHOW [OMT]

Professional trade shows