CEGID Y2 - Creating Contacts

It is now possible to open an additional web page for contact entry when validating the customer file.

1. Settings

The URL of the contact creation web page must be configured in a new parameter available from the menus shown below.

If the contact web page URL parameter is set, the contact creation function is enabled through the web page.

The fields in the CONTACT table are available in the ZRELCHAMPY2 table, which can be accessed from the menu below.

It is also possible to add free fields to the CONTACT table using the following function.

Remember: the fields displayed on the web page are defined by the URL transmitted to the web page.

Example

https://www.google.fr/?user=CEGID_Integration&password=ZxDRWG&LBL_LANGID=FRA&Ver=2200&C_ANNEENAIS=&C_BOOLLIBRE1=&C_CIVILITE=&C_FERME=&C_JOURNAIS=&C_MOISNAIS=&C_NOM=&C_PRENOM=&C_SERVICE=&C_SEXE=&C_TELEPHONE=&C_TIERS=00100070

The fields in the URL are based on the parameters of the fields in the contact form.

Field settings can be found in the following menu.

2. Process

When validating the customer file, after the customer data has been saved in the database, a pop-up opens and asks whether the user wants to access the contact entry web page to modify or create contacts.

The pop-up message is: Would you like to access the contact entry page? with the choice of Yes or No.

If the answer is Yes

• The web contact form opens automatically.
• Contacts that have already been created can be displayed on this web page.
• It is possible to modify or enter contacts.
• When the web form is validated, the creation or modification of contacts in the Y2 database is managed by the partner through calls to Y2 web services.
• The related services are Customer.CreateContact, Customer.GetContacts, and Customer.UpdateContact.
• Closing the Y2 customer master record can be automatic, depending on the settings chosen by the customer in the Establishment settings form.

If the answer is No

• Closing the Y2 customer file can be automatic, depending on the settings chosen by the customer in the Establishment settings file.