To clone a CRM subject

As the variations in required subjects may be only minimal, it is possible to clone existing subjects, retaining all the attributes and configuration settings for service level agreements, tasks, workflow, privacy rules, etc. and apply the required changes to the new copy, thus saving time and effort.

The procedure to clone a CRM subject is as follows:

1. Navigate to Quick Menu > CRM > Configuration > Subject. The CRM Subject Configuration window is displayed.
2. Expand a type heading from the alphabetical list and select an associated CRM subject, or enter its name into the Search CRM Subject field. By default the list is filtered to show Current subjects. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All 1.
3. Click on Clone CRM Subject. The CRM Subject Configuration window is populated with all the attributes of the source subject.
4. Enter a Description for the new CRM subject into the field provided. By default, the source subject description is displayed with an additional suffix of '1'  2.
5. Using the Type and Companies drop-down fields, ensure that the selected parameter values are still valid for this cloned subject and apply any required changes.
6. Amend the Information field to reflect the required contextual notes that detail the scope of the cloned subject.
7. Update the Keywords in the field provided, preserving the comma separators, to support extended searching opportunities for the cloned subject.
8. Ensure that all attributes of the cloned CRM subject are still valid and apply any required changes using the tick boxes provided. An explanation of each available attribute is summarised in the table below.
9. For communication subjects defined as Advice Only, amend the related HTML field to reflect the required contextual notes that will be presented to the end user when progressing the customer interaction. As the advice will be displayed through the Civica Cx Housing interface, HTML code must be employed to control the text formatting style and behaviour.
10. Amend the Effective from date for this CRM subject, as required i.e. the date on which it came into effect 3.
11. Amend the Effective to date if the CRM subject status is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the subject will be continually valid.
12. Click on Save. The cloned subject appears in the alphabetical list, underneath the associated type 4.

Note

1 The Search CRM Subject field will match against any element of the description.

2 System validation rules ensure that the description entered for each CRM subject is unique for the effective period.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 To amend the details of an existing CRM subject, expand the type heading and select an associated subject (or enter its name into the Search CRM Subject field) and repeat steps 5 through 12. By default the list is filtered to show Current CRM subjects. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All. Only a limited number of fields can be updated once a record has been created.

See related topics...

CRM subject maintenance overview

To create a new CRM subject