PeopleSoft CRM - Call Center Configuration Navigation

Call Center Definition

Setup CRM> Bu related > Call Center Definition

1. Call Center BU

2. Call Center Options

3. Display Tempate

4. Case Defaults

Display Template

Setup CRM > Common Definition > Component Configuration > Display Template

1. Display Template Details

2. Call Display Tempate Policies

Call center Page Field Values

Setup CRM > Product Related > Call Center >

Case Status

Case Type

Case Priority

Case Severity

Case Impact

Case Source

Problem Type

Problem Category

Problem Type

Problem Detail

Group Work List

Setup CRM > Common Definitons >Work list >Group work list

Provider Group

Workforce > Provider Group

User Profile

People Tools > Security >User profile > User Profile

AAF

Enterprise Components > Active Analytics Framework > Polices > Mange Policies

Message Catalog

People Tools > Utilities > Administration > Message Catalog

Tool Bar Configuration

Setup CRM > Common Definition > Component Configuration > Tool bar

1. Toolbar button Definition

2. Toolbat Definition

3. Toolbar Tester

Email Template

Setup CRM > Common Definition > Work flow > Email Template

Requirement : To disable the Component Save Button in People soft Pages

Solution:

Component Properties > Internet Tab > unchecked the save button option

use Button Object to place the page and attach the code call the DOSAVE() or DOSAVENOW () function

PeopleSoft -Multilingual

English is the default PeopleSoft Base Language.

Requirement is to change the Multilingual Data Base

1. In oracle when you choose to mount your DB dump must choose the Unicode database

2. Once done with you Application Server and Web Server configuration

3. Navigate to People Tools > Utilities> Installation Option - enable the native language which you required

4. Once DB dump extraction successfully completed, run the translation script[ which will be delivered by Oracle installation CD ROM] which is specific to your require native language

Data Mover Script for change the BASE Language (BOOT STRAP MODE)

Only Specific to Record

SET BASE_LANGUAGE < TARGET LANGUAGE>

SWAP_BASE_LANGUAGE

To Entire DATABASE

SWAP_BASE_LANGUAGE < TARGET LANGUAGE>

If you require to ignore the errors

SET ignore Error

To Create your record to support multilingual: [ Association of language Related Record]

1. Open Record in App Designer which you required for multi language support

[ E.g. EMP_NOTE]

2. Choose Save As record option to clone the table and Named as Related Record

[E.g. EMP_REL_NOTE]

3. Add a Language_CD field which is must keyed by you related Record

4. Remove the field which is not required for translate [ E.g. only keyed fields , DESC, LONG

DESC fields]

5. Related Record Must match the key order with Base Record

6. Build your related Record

7. Goto Record Properties of your base record >use Tab > Record relationship must add your

related record

8. Build the Base Record.

Swap Audit: swapaudit.SQR is deliverd SQR program to ensure the swap language record audit.

Best performance : when you create a language related record must remove the alternate search key and search Key fields.