Introduction

The IBUS application makes it possible to synchronize customers between CEE and Comarch Mobile. Moreover, it is also possible to synchronize information on added or deleted contact persons.

Before creating contact persons in CEE, it is first necessary to configure positions in the Occupations application.

Creating a position

The user may add a new position (occupation) in the Occupations application by selecting the  button available in the application header.

Selecting the  button adds a new line item in the work pane. Here, it is necessary to fill in the following fields:

• Occupation
• Description

Data entered can be saved with the  button.

All changes need to be exported to Comarch Mobile with the use of the BUS Export masterdata or BUS Export data applications.

Note

The  button is used to delete a selected position (occupation), as long as it has not been already assigned to a contact person.
If the button has been used for a given position (occupation), it means that the position is to be deleted and should no longer be used. A position (occupation) marked for deletion is not synchronized in Comarch Mobile anymore.

Adding a contact person

The user may add a contact person in two ways:

1. Creating a new contact person directly on the customer form

A new contact person can be created in the Customers application (Customer view, Contact person tab).

After selecting the button in the work pane, once a new line item is displayed, it is necessary to select the button to open a separate window allowing the user to create the new contact person. The following fields should be filled in:

• Partner
• Surname

In the Communication connections section, the user may enter additional information: phone numbers, a URL address, and e-mail addresses assigned to the contact person. By default, Comarch Mobile displays contact details of the Business type (this setting may be changed in the Communication methods application).

Data entered can be saved with the  button and confirmed with the [Accept] button available in the window.
To update customer data, all changes need to be saved with the  button.

2. Adding an existing (previously added) contact person on the customer form

An existing contact person (e.g. an employee of another company) can be assigned to a given customer in the Customers application (Customer view, Contact person tab) if the Default extension has been selected.

After selecting the  button, it is necessary to fill in the Partner field with information on a previously created contact person.

Hint

It is also possible to search contact persons. Selecting the  button opens a new window where the user can search relevant objects.

Changes made can be saved with the  button.

All changes need to be exported to Comarch Mobile with the use of the Export customers or BUS Export data applications.