Enable/Disable the use of Custom Associations
This setting determines if the specific end user will see the default association settings and options, or the custom-configured association settings as set up by the LNC Administrator.
To toggle this feature, click on the Association button in the action bar to either Enable or Disable the Default
Enable - This option will enable the custom configured associations and selection box fields in the user's mail file, pushed from the Admin Database. Dynamic Association and Selection box fields are described in more detail in the next section.
New LNC Users in the Admin Console will start with this feature set to Enable. It you have not configured custom associations before adding LNC users to the console, then remember to set this to Disable after the new user is added.
The following screenshot shows how the configuration tab will be displayed in the user's mail file settings for the corresponding configuration value of the user in the Admin
Disable - This option will disable the associations and selection box fields pushed from the Admin Database, leaving the LNC default associations in effect. The administrator will still be able to push other settings to the user.
Configuring Association Settings
CRM Objects
Click and Expand the Association Settings view and click on 1. CRM object.
Click on the Download button and select Download All CRM Modules.
This will download all available CRM modules. It will also download fields of default associations supported by LNC such as Contact, Account, Campaign, Lead, Opportunity and others. The download process can take some time to complete.
Object Fields will be listed in the CRM Object -> Object Fields view.
2.Search Settings View
Click on the Search Settings view to create search settings documents for all CRM modules used with the Connector.
Click on New button to open the Search Settings Form.
CRM Object
Select the CRM Object from the list for which you want to create search fields and click OK.
Click on the Select button to choose the fields from the Module's list. Use the up/down arrows to reorder the list.
The CRM Object Label field can be changed to display a different label. For example "Prospects" instead of Leads.
Note. A Maximum of 4 search fields is allowed.
You can edit the field's display name by typing text into the text field. Click on Update to refresh the field label value.
Select the description fields that will appear once association takes place. Only text fields are valid.
Click save and close
Once these changes are pushed to the user's mail file using the Update All button, they will see the following "Find by" search options when clicking on the Select button:
Note. You can use the reorder option to "First Name" as the default search option by reordering the FirstName field to the top of the list
Here, you can see the use of description fields after email has been associated.
Limitations
Only the following types of fields to search associations (Find By) are supported: String, Reference, Text, Area, Phone, Email, PickList, URL and ID.
For Example: If the CreatedDate field is used as a search field for the Account Module...
It will not display any data when searched....
However, it will display related data if the other fields are searched....
3.Select Associations View
Selecting associations will determine what CRM modules Emails, Tasks and Appointments can be associated to.
Create separate documents for all three LNC Modules (Email, Appointment, and Task) to enable the associations needed under each LNC object.
Click on New and select the LNC Module to configure.
Select the associations for the selected LNC object to enable in the LNC. Contact is a mandatory association in all LNC objects.
Note. The Association selections that appear in the list depend on what has been created in the 2.Search Settings view. Select the association modules required and click save and close. Repeat the steps for Task and Appointment.
