COM Interface Definition

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The COM Interface lists the interface points available in CRM, SCM, and HR. You select an interface code to view the list of defined bookmarks.

You can navigate to the database to select additional bookmarks you require. You can also navigate and select user-defined trees and fields.

SCM

The COM interface enables you to define the list of fields to export through the Sales Analysis Export feature. These COM interfaces are available in SCM:

SCM Analytics Export Customer

This COM interface is used by the Sales Analysis Export form if the Masterfile Information option is selected. This interface gives access to the Accounts Receivable Customer Masterfile.

SCM Analytics Export Supplier

This COM interface is used by the Sales Analysis Export form if the Masterfile Information option is selected. This interface gives access to the Accounts Payable Supplier Masterfile.

SCM Analytics Export Inventory

This COM interface is used by the Sales Analysis Export form if the Masterfile Information option is selected. This interface gives access to the Inventory Item Masterfile.

SCM Analytics Export Sales Analysis

This COM interface is used by the Sales Analysis Export form if the Sales Analysis option is selected. Use this interface to define the sales analysis header (at the AR invoice header level) fields to include when performing a sales analysis export using the Sales Analytics Export form or the Interface Maintenance form.

SCM Analytics Export Sales Transaction Lines

This COM interface is used by the Sales Analysis Export form if the Sales Transactions option is selected. This interface gives access to the sales analysis line item fields (for AR invoice line items) by default. You can access other sub-classes (fields related to the AR invoice) — for example the sales order linked to the AR invoice.

Bookmark Name is used as column header when exporting the fields using the Sales Analysis Export form.

CRM

The bookmarks are used in CRM when using Word, Excel, or email templates. For example:

• Write Letter - Personalise an individual letter to a contact, when in the Contact forms. This uses a Word template.dot file with bookmarks matching the ones you selected in the COM interface. For example, you can personalise a letter to the customer, or log a support call and send a confirmation letter.
• Mail Merge - Mail merge a list of organisation or contacts into a standard marketing offer letter. This uses a Word template .dot file with mail merge fields matching the ones you selected in the COM interface. For example, you could send a marketing campaign letter to a list of customers or prospects.
• email - Send an email to a contact. This uses a Greentree Desktop email template which can include fields from the COM interface.
• Bulk email - Similar to mail merge, but sends bulk emails. This uses a Greentree Desktop email template which can include fields from the COM interface.

The COM Interface Set-up form lists all the interfaces available in CRM:

Mail Merge

Accessed by clicking the Mail Merge button on these forms: Relationships > Lists, Relationships > View > Contacts, Sales & Marketing > Campaigns, Bookings Management > Invitations, and Bookings Management > View > Individual Booking.

Mail Merge Booking List

Accessed by clicking the Mail Merge button on the Bookings Management > Bookings form. This COM interface gives access to the Contact fields, and the Booking Activity.

Print Booking Activity Table using Word/Excel

Accessed by clicking the Hotprint button on the Bookings Management > Bookings form. This COM interface gives access to the booking activities.

Note: The Table Bookmark must be defined as CRMBookingActivitytable.

Print Booking Bookings List Table using Word/Excel

Accessed by clicking the Hotprint button on the Bookings Management > Bookings form. This COM interface gives access to the individual bookings.

Note: The Table Bookmark must be defined as CRMBookingBookingtable.

Print Booking ( /Lists/Campaigns/Invitations ) using Word/Excel

Accessed by clicking the Hotprint button on the Bookings Management > Bookings, Relationships > Lists, Sales & Marketing > Campaigns, Bookings Management > Invitations. This COM interface gives access to the generic fields, which are available to criteria, trees, and user-defined fields.

Print Communication using Word

Accessed by clicking the Write Letter button on Communication forms. This COM interface gives access to the fields captured on a communication

Print Contract Table using Word

Accessed by clicking the Hotprint button on the Contracts > Contract Maintenance form. This COM interface gives access to the Service Level fields on the contract.

Note: The Table Bookmark must be defined as CRMSVContractServiceLevel.

Print Contract using Word

Accessed by clicking the Hotprint button on the Contracts > Contract Maintenance form. This COM interface gives access to the general Contract fields, such as the organisation that the contract is with.

Print Debt Collection Letter

Accessed by clicking the Create Letter/Email button on the Debt Collection > Generate Letters or Calls forms. This COM interface gives access to the AR Customer and CRM Organisation detail for the overdue AR Invoices.

Print Debt Collection Letter Table using Word

Accessed by clicking the Create Letter/Email button on the Debt Collection > Generate Letters or Debt Collection > Calls form. This COM Interface gives access to the overdue AR invoice line items using the various sub-classes listed on the COM interface. Select the subclass for the line item to include in the COM Interface, then select the fields to expose.

Print Knowledge Base Page using Word

Accessed by clicking the Letter button on the Results tab on the Knowledge Base > Search Knowledge Base form. This COM interface gives access to the Organisation and Contact fields for the selected organisation or contact to whom the Page is sent.

Print Quote Job Activity Table using Word/Excel

Accessed by clicking the Hotprint button on the Sales & Marketing > Quote Maintenance form, Service & Support > Quote Maintenance. The Activity table is only available for job quotes. This COM interface gives access to the activities entered as estimates for the job.

Print Quote Job Employee Table using Word/Excel

Accessed by clicking the Hotprint button on the Sales & Marketing > Quote Maintenance form, Service & Support > Quote Maintenance. The Employee table is only available for job quotes. This COM interface gives access to the employee detail entered as estimates for the job.

Print Quote Job Inventory Table using Word/Excel

Accessed by clicking the Hotprint button on the Sales & Marketing > Quote Maintenance form, Service & Support > Quote Maintenance. The Inventory table is enabled for job quotes. This COM interface gives access to the Inventory items entered as estimates for the job.

Print Quote Job Sales Table using Word/Excel

Accessed by clicking the Hotprint button on the Sales & Marketing > Quote Maintenance form, Service & Support > Quote Maintenance. The Sales table is enabled for job quotes. This COM interface gives access to the items on the Sales tab.

Print Quote (Counter Sale/Pledge/Donation) Table using Word/Excel

Accessed by clicking the Hotprint button on Sales & Marketing > Quote Maintenance, Service & Support > Quote Maintenance, Bookings Management > Quote Maintenance, Counter Sales > Counter Sales, Fund Raising > Pledges, Fund Raising > Donations. This COM interface gives access to the line items entered on the quote.

Note: The Table Bookmark must be defined as CRMQuoteTable.

Print Quote using Word/Excel

Accessed by clicking the Hotprint button on the Sales & Marketing > Quote Maintenance, Service & Support > Quote Maintenance, Counter Sales > Counter Sales, Fund Raising > Pledges, Fund Raising > Donations. This COM interface gives access to the general Quote fields, such as the organisation that the quote is for.

Print Service Call using Word

Accessed by clicking the Hotprint button on the Service & Support > Calls form. This COM interface gives access to the general call fields, such as the organisation that the call is for.

Print Service Request using Word

Accessed by clicking the Hotprint button on the Service & Support > Service Request form. This COM interface gives access to the general service request fields, such as the organisation that the service request is for. This interface includes access to the secondary assets, items, and products.

Print Call/Service Request Asset Table using Word

Accessed by clicking the Hotprint button on the Service & Support > Calls and Service & Support > Service Requests forms. This COM interface gives access to the Secondary Assets on the Call or Service Request (Additional tab).

Note: The Table Bookmark must be defined as CRMSVRequestAssetTable.

Print Action Plans Table using Word

This COM Interface gives access to the Action Plan lines for a Service Request/Call. Access it by clicking the Service Request/Call > Action Plans button, in the Action Plan Maintenance table.

Note: The Table Bookmark must be defined as CRMSVRequestActionPlansTable.

Send Email from Communication

Accessed by clicking the Send Email button on the Communication forms. This COM interface gives access to the general communication fields and the related record.

Send Email from Knowledge Base Page

Accessed by clicking the Email button on the Information tab on the Knowledge Base page. This email is hardcoded, and you cannot define individual COM interface fields.

Send Email from List

Accessed by clicking the Bulk Email button on the Relationships > Lists, Sales & Marketing > Campaigns, Bookings Management > Invitations, Bookings Management > Bookings forms.

For bookings, you can generate bulk email on either the list of invitees or the list of booked individuals by setting focus on the Invitees or Bookings tab. This COM interface gives access to the general campaign fields.

Send Email to Contact

Accessed by clicking the Bulk Email button on the Relationships > Lists, Relationships > View > Contacts, Sales & Marketing > Campaigns, Bookings Management > Invitations, Bookings Management > Bookings, Bookings Management > View > Individual Bookings forms.

For bookings, you can perform the bulk email on either the list of invitees or the list of booked individuals by setting focus on the Invitees tab or the Bookings tab. This COM interface gives access to the CRM contact fields, enabling you to create an email template containing Contact fields, to send a personalised email from the list, campaign, invitation, or booking.

Note: The BPM module can merge data with Word or Excel from any data within Greentree Desktop Desktop.

Code

This field lists all the available interfaces between HR, SCM, or CRM and Word, Excel, or email. Select the interface to use to view, create, or edit bookmark names.

Bookmark Name

Enter a bookmark name for the selected Field. The bookmark name is used in Word, Excel, and Email templates.

Subclass

This field lists the class that the field is retrieved from. Subclass enables you to access the detail from another Class — for example, Inventory detail for an inventory item selected on the quote.

Field

Select the field for which to create a bookmark name. Navigate to the fields. Click the Navigate button to display a list of available properties for the selected code.

Type

The field type displays —for example: String, Boolean.

Type Format

This field displays if the selected field is a date or a timestamp. Enter the format you require for the selected bookmark. A sample of the entered format displays on the form.

For example, the timestamp format hh:mm:ss MMM dddd yyy applies this timestamp to bookmarks: 12:30:03 July Monday 2019.

Decimal Places

This field displays if the selected field is of type decimal. Enter the number of decimal places you require for the selected bookmark.

Bookmark Table

This table lists all the defined bookmarks for the selected Code. The bookmarks represent the fields that are available for use on templates. The bookmark's name is used in Word, Excel, and email templates.

New bookmarks are defined using the data entry fields and by clicking the Save Line button. Each new bookmark is listed in a new line in this table.

• How to Create and Maintain Templates

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