CRM Database functions

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CRM Database functions

This screen gives the user access to the CRM database creation and update tools.

 

pdi_CRM_Creation_Tool

 

PVSW DSN - This function will allow the user to create a Pervasive DSN (Data Source Name) and ODBC. This function will depend on the user's rights to Windows.

 

NEW CRM DB - Create a new empty CRM Database.

 

Update CRM - Update your CRM Database to the latest version.

 

Auditing - Turn on Audit logging (Inserts, Updates, Deletion) for select tables.

 

Empty DB - Empty the CRM database of all data and leave settings only.

 

Grant Access - Give user access to selected CRM Database(s).

 

Connection - Define the Firebird Connection settings.

 

Guided Tour - Create your CRM Database using a wizard to guide you through the settings.