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How To Configure CRM POS

The purpose of this guide is to show how to configure and use the CRM POS Launch feature, which allows users to start the POS system directly in CRM mode. This setup restricts access to CRM functions only, providing a streamlined interface for customer management.

note

This guide covers the CRM Launch and CRM Client Search POS modes only. General CRM configuration and customer management are covered in separate guides.

Overview​

This guide covers:

  1. CRM Launch - Restricts the POS to CRM functionalities from startup.
  2. CRM Client Search - Configures the POS to start up with direct access to a customer search interface.

Prerequisites​

Prior Training/Experience​

You should be familiar with the following:

  • Estate Manager configuration
  • Data broadcasting
  • Menus and user roles

Configuration Steps​

This section describes configuring the CRM POS Launch and CRM Client Search modes, which directly start the POS into the selected CRM functionality.

POS Terminal​

The POS Terminal configuration determines how the POS operates, including which functionalities are available at start-up. This configuration could equally be applied to a POS Terminal Template.

Navigate to POS Terminals using the Search or the path: Main Menu > Configuration > Organisation > POS Terminal

Estate Manager navigation path showing Configuration, Organisation, POS Terminal.

POS Terminal Maintenance list view with search and filter options.

Search for the POS Terminal to configure. Select the edit icon to the left of the screen to open the terminal record.

POS Terminal Maintenance General tab showing terminal configuration fields.

The General tab of the POS Terminal. Select the User Interface tab to configure the CRM launch settings.

User Interface Tab

On the User Interface tab, set the appropriate values to configure the CRM launch mode:

POS Terminal User Interface tab showing Default Launch Event and Display Launch Menu fields.

Configure the Default Launch Event and Display Launch Menu settings on the User Interface tab.

FieldValueDescription
Default Launch EventCRMSearchStartDirects the POS to open directly in the client search interface.
Default Launch EventCRMLaunchStartDirects the POS to open directly into the CRM menu.
Display Launch MenuCheckedThis value is required for the default launch event to work.

This completes the POS Terminal configuration.

To enable the CRM POS modes, an appropriate Menu must be configured.

Navigate to Menus using the Search or the path: Main Menu > Configuration > System > Menus

Estate Manager navigation path showing Configuration, System, Menus.

Menu Maintenance page with search filters and Create New Menu button.

Select Create New Menu to create the CRM Launch menu.

The following parameters should be set to create the CRM menu:

FieldValueDescription
Menu SetPOSPOS is selected.
RoleSales AssistantSelect the appropriate role for the menu.
Menu GroupDefault Standard POSSelect the appropriate menu group.
LocaleEnglish (UK)Select the appropriate locale.
Menu IDCRM_LAUNCHThis is a fixed menu ID and must be used.

The following menu events are supported in the CRM Launch Menu:

  • Overview
  • Customers
  • Diary
  • Jobs
  • Manager
  • Messages

These can be selected from the event dropdown when configuring menu buttons under the CRM_LAUNCH menu.

tip

If you already have an existing CRM menu, you can copy it and rename the new copy to CRM_LAUNCH for use with the CRM launch features. This allows you to retain the original structure while customising it to suit your CRM functionality requirements.

note

Configuring Menus is further described in a separate How-to Guide.

This completes the Menu configuration.

User Templates​

Navigate to User Templates using the Search or the path: Main Menu > Configuration > HR > User Templates

Estate Manager navigation path showing Configuration, HR, User Templates.

For users to successfully log onto the POS and access the CRM Launch menu, they must have the appropriate role assigned that corresponds to the role in the menu's configuration. If the user does not possess this role, they will be unable to access the CRM functionality as intended.

Most users are assigned to a User Template. Their User Template controls the User Roles that are assigned to them.

User Template Maintenance Roles tab showing a list of assigned user roles.

Ensure the User Template contains the User Role assigned to the CRM Launch menu.

note

If users are configured individually without the use of a template, the role can be assigned to each user via the User Maintenance application.

This completes the User Template configuration.

Broadcasting​

To deliver the configuration changes to the POS, broadcast the following entities:

  • POS Terminal / POS Terminal Template
  • Menu
  • Users
  • User Templates

This completes the Broadcasting configuration.

POS Functionality​

CRM Search Functionality​

Start the POS and log in. The POS navigates directly to the CRM search screen, where the POS operator can search for customer records using the available search criteria:

CRM Customer Search page on the POS with search criteria fields for finding customer records.

The CRM Customer Search screen is displayed when the POS starts with the CRMSearchStart launch event.

CRM Launch Functionality​

Start the POS and log in. The POS navigates directly to the CRM Launch menu:

CRM Launch menu on the POS with buttons for Overview, Customers, Diary, Jobs, Manager, and Messages.

The CRM Launch menu is displayed when the POS starts with the CRMLaunchStart launch event.