Buttons and menus

CRM entities

Customization of the CTI actions

This page explains the steps in ordert o add, modify or delete the actions of the CTI for MS-CRM Integration application. In order to manage these actions you have to go on the Tools > Options menu and then navigate to the tab [Buttons and menus].

Here is an image representing the personalisation buttons and the menu window:

buttons and menu properties

Index of the page

  1. How to add an entity
  2. How to add an action to an entity
  3. How to modify an element or an entity
  4. How to delete one or several elements on an entity
  5. How to delete an entity
  6. Which is the syntax of the commands

How to add an entity:

To add an entity:

  1. On the field New Entity Schema Name insert the entity name on which you want to add one or more actions. Then press on the Add Entity button.
  2. Insert the entity display name and icon on the Properties section. Then press Update.

How to add a action on an entity:

To add an element to an entity:

  1. Right click on one of the entity names of the Special Entities list.
  2. Select the element that you desire to insert :
  3. Fill the properties of the inserted element, and then press the Update button.

How to modify an element or an entity:

To modify the properties of one entity's element or one entity:

  1. Select the element or the entity in the Special Entities list.
  2. Modify the properties.
  3. Press the Update button.

How to delete one or several elements on an entity:

To delete one element of one entity:

  1. Right click on the element names that you want to delete in the Special Entities list.
  2. Click on the Delete button.

To delete the elements of the same type on one entity:

  1. Right click on the generic name of the element to delete in the Special Entities list.
  2. Click on the Delete All Elements button.

How to delete one entity:

To delete one entity:

  1. Right click on the entity name to delete in the Special Entities list.
  2. Click on the Delete Entity button.

Which is the commands' syntax:

Actions commands syntax

Here is the syntax of the actions commands:

  1. The arguments must always be included into brackets [ ].
  2. One point divide the entity from the field.
  3. The functions are called with the entity name followed by a parenthesis. the parenthesis must be filled with the entity identifier that the function must return. For example if the function must return an account, you must fill the parenthesis with the accountid.
  4. The arguments and the functions can be nested.

Example: In this example we want to obtain the company name of the contact that we are calling:

[account([contact.parentcustomerid]).name]

How to start an external program with or without parameters

These are the steps to follow to start an external:

  1. The command must start with [EXE].
  2. It must be followed by the path of the external program.
  3. A coma must divide the path of the program from the parameters.

Example 1: In this example we want to launch Notepad without parameters:

[EXE]notepad.exe

Example 2: In this example we want to launch the SMS remote controller of one computer in the net:

[EXE]c:\SMSADMIN\bin\i386\remote.exe, 2 [contact.new_machinename] \\serveurname