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We're going to
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continue with
the configuration of our connect CERM
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So now we're going to look at the customer
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sync section
of the plugin integration screen.
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So these settings generally control
what actions are taken
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with newly registered users
on the Infigo system.
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So multiple of these settings
utilize a fields named Custom One,
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which we'll discuss a little bit later on,
which is repurposed within CERM
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as a cost code.
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So let's start just by going through
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a few of the settings
and explaining what they are.
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So first off,
we have automatically link to department.
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So this is an optional process.
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This allows automatic placing of newly
registered Infigo customers
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into the relevant Infigo department.
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So if enabled on the storefront, users
can register in Infigo
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and input their CERM cost code number
as part of the registration process.
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If the CERM cost code matches
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with a CERM customer that's already created
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with an Infigo Department,
the new Infigo customer
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can automatically be placed
within that Infigo department.
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This is
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useful as depending
on the Infigo department, a customer
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could receive access to specific products
or could
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obtain preferential pricing.
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Please do note
the registration will need to be enabled
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and configured
in order to utilize this feature.
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The custom one field is found
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within the Infigo customer
settings screen.
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So navigate to that now.
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So customer settings
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are scroll
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quite far down this page
to the registration form section.
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You'll see that we have close
to the bottom of that section
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display custom one field
so I can activate this
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and click on save.
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Now what can get the little tool
tip for the custom one field?
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We can see that
it gives us some additional information.
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the language string of custom.
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One can be amended to show
a more applicable phrase
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to your registrants
rather than just showing custom one.
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So next in the customer sync section,
we have automatically
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a link department is required.
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So this ensures that the custom one
registration field
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is mandatory on the registration form.
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We have auto create
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new registered customers in CERM
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so any Infigo customer created
via registration
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can automatically be registered
within the CERM system itself.
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So this setting only applies
to registrants not automatically linked
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via the custom one Infigo department link
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feature discussed previously.
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We have sync address from CERM to Infigo.
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So if an Infigo customer has addresses
associated with their linked CERM account,
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these addresses are automatically
synched with Infigo ..
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And then we have download
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customers from CERM,
which is a an associated button here.
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So this downloads
CERM customer data from within Infigo.
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So this is a useful validation tool
as the resulting downloaded file shows.
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The response
that Infigo gets from the CERM system.
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So you can see here
the information that is retrieved.
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It's all of the information on the
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CERM customers.
