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Terrasoft CRM 3.X configuration

Configuration is a CRM solution, which is developed on the Terrasoft CRM 3.X platform. It is used for solving customer’s specific business problems. The configuration includes the implementation of a concrete business logic and the most appropriate methods for the presentation and processing of specific situations’ data.

The basic Terrasoft CRM configuration is a predefined set of system modules and services provided by default. The basic configuration can form the foundation for the development of an individual CRM solution.

The services are the base of the configuration.

Services are the special components, which form a solution out of their different combinations. These services are part of the kernel. An engineer uses the services while creating the functional elements of the configuration. These services can refer to any other elements in the kernel and vice-versa.

The following predefined system services can be used during the development:

• Table – service for table creation in the database.
• Script – Jscript interpreter used for the description of system operation logic.
• TableGroup – service for the distribution of user access rights to operations with table groups.
• SelectQuery – service for obtaining the data on database query.
• InsertQuery – service for adding data to the database on query.
• UpdateQuery – service for changing data in the database on query.
• DeleteQuery – service for deleting data from the database on user’s query considering his access rights.
• InsertSelectQuery – for inserting a set of entries into the database.
• Dataset – service for column description and processing of data obtained from select query. Moreover, the logic of data processing is realized in this service.
• MemoryDataset – service for formatting of virtual data set saved in the computer dynamic memory.
• Window – service for user forms creation for data presentation and management.
• ImageList – service for arranging the set of user’s images utilized for configuration development.
• Enum – enumeration service, the set of primary values not saved in database tables. It is used in dropdown lists, for naming constants in scripts etc.
• UserFields – additional profiles service used for creation of individual user’s fields.
• Workflow Action – service for description of different system actions that is used in business-processes.
• Workflow Diagram – service for business-process creation.
• Fast Report – service for report development in Fast Report environment.
• ADOConnection – service for connection with the external data source.
• ADODataset – service for the creation of data set from the external data source.
• ADOCommand – service for queries execution on the external data source.