(Only available if the Customer Relationship Management (RX) module is installed.)

CRM WEB CONFIGURATION
Admin Tab E-mail Settings Tab	Forgot Password Tab New Guest Tab Steps

CRM WEB CONFIGURATION

Overview

The CRM web access component allows a guest to access their frequent guest information via the Internet. Configure the CRM Web under CRM/Configuration in RDPWin. This includes such things as configuring administrator and default guest passwords, email settings and enabling guests to add themselves to CRM via the CRM website. Use the following information to configure the CRM Web.

Add Guest

There are two ways available for guests to add themselves to CRM:

A new guest logon can be specified (for example, "addme" or "signup"). The same default guest password that is expected for first-time logins can be used to validate access in this case. When a guest logs in with this ID and password, the system navigates to the sign-up page. In order to enable guests to add themselves to CRM, this must be enabled (on the New Guest tab).
Guests can add themselves when the sign-up button on the CRMWeb logon page is enabled. This is done by adding a query string to the URL directing the guest to CRM. For example: http://server/CRM/Logon.aspx?SignupButton=SignUp. The value passed in is used as the label for the sign-up button. "SignUp" as shown above is an example, but if the query string were to read ?SignupButton=New? Sign Up, then the label for the button would be "New? Sign Up".

CRM Web Tabs

The CRM web access component allows a guest to access their frequent guest information via the Internet. CRMWeb is installed on the IRM (Internet Reservation Module) web server or any web server that can access the RDP data server. The following tabs are available for configuration:

Admin Tab

CRMWeb Admin Password

The web administrator should have a unique password to logon to http:\\server\CRM\Admin.aspx with the guest number "admin" and this password to see the customizable HTML file names on the CRMWeb pages. Enter the web administrator's password and re-enter the password in the associated Confirm Password field to assist with authentication.

Default Guest Password

When accessing frequent guest information for the first time, a guest must enter the "default" password as received from the property upon contact. Enter the default guest password here. Re-enter the password in the associated Confirm Password field to assist with authentication. Issuing this password to only frequent guests disallows those not associated with the property from accessing the site. After the first logon, each guest will be prompted to change the default password to a personally selected password.

Display Passwords

Check to display the passwords in the fields above. When unchecked, each letter/number is represented by a "*" for security reasons. This does not affect the display of passwords anywhere else in the system. Under System/Menu Security, menu group UISecurity, a fence level can be set to limit which users are able to view and modify passwords.

E-mail Settings Tab

When the system sends an e-mail to a frequent guest, the default settings for the basic e-mail fields are filed here. These settings are used when sending the new guest signup e-mail or for sending a forgotten password e-mail. Configure the outgoing mail From, CC, and BCC addresses if desired and the outgoing SMTP server IP address or URL. Be sure to test sending an e-mail to an address outside your domain.

Outgoing Addresses - From

Enter a valid e-mail address to be shown in the From Address box of any e-mail sent by the system. This is also where any reply e-mails are received.

Outgoing Addresses - CC

When sending e-mails from RDPWin, the recipient can view who received a copy of the e-mail by the address in the CC Address field. The Test button uses the Default CC field. This field can be overridden on an individual basis at the time of sending each e-mail.

Outgoing Addresses - Blind CC (BCC)

The recipient is not made aware of any copy sent to the address in the Blind CC Address field. This field can be overridden on an individual basis at the time of sending each e-mail.

SMTP Server (Outgoing E-mail Server)

Enter the IP address of the server being used to send e-mails. If the appropriate IP address is unknown, contact the System Administrator.

Forgot Password Tab

If a guest forgets their password, a "Forgot Password" button is located on the CRMWeb logon page. An e-mail containing their guest number and password is sent to the address on file for the specified CRM account (for security reasons, no other e-mail address is used at this time). Specify a Subject and E-mail body text for the forgotten password message. The message always begins with the fixed text shown.

Subject

Enter the subject line for the e-mail sent out each time a guest needs a reminder of the guest number and password.

Body Text

Enter text to be included with password reminder e-mail.

Test E-mail (To)

Enter an e-mail address send the test e-mail. Any time the "Send Test E-mail" button is clicked, a test e-mail is sent to the address specified in this field.

Send Test E-mail

At any time after the completion of the E-mail Settings on this tab, click "Send Test E-mail" to send an e-mail as directed.

New Guest Tab

Guests can be added automatically to CRM using CRMUpdate. Alternatively or in addition, guests can add themselves to CRM via the CRM website. For example, guests who want to join a property's rewards program can create a membership in CRM via CRMWeb.

Allow Guests to Sign Up Via CRM Web

Check to allow guests to sign up for reward programs using the CRM website and enable configuration fields.

New Guest Default Logon

All access to the CRM website requires a logon (12 alpha-numeric characters). Specify the logon name for guests to use in order add themselves to CRM such as "addme". New guests logon with this name and the Default Guest password to access the Add page which is where all personal information is entered (i.e., name, address, phone numbers, other contacts, etc.).

Allow Guests to Specify Personal Logon Name

Check to allow guests to establish a unique 12-character logon name using CRMWeb. When not checked, only the CRM number or guest's e-mail address can be used to logon to CRMWeb. When checked, the Logon Name Label field is enabled on this configuration tab and a personal logon can be established by the guest using CRMWeb.

Logon Name Label

When "Allow Guests to Specify Personal Logon Name" is checked, specify what to call that personal name "User Name" or "Logon Name".

Guest Type

Select the default Guest Type to use on the CRM record for new guests. The list depends on configured Guest Types.

Contact Type

Select the default Contact Type to use on the CRM record for new guests. The list depends on configured Contact Types.

Market Code

Select the default Market Code to use on the CRM record for new guests. The list depends on configured Market Codes.

Configure Optional Fields

Properties might want various other fields on the Add Guest page (gender, marital status, etc). The 17 CRM comment fields, text answer type fields of varied length, and 20 custom fields, yes/no type fields on the CRM record, can be used to accomplish this. Configure the field titles using the Labels tab. Click the "Configure Optional Fields" button on the CRMWeb tab to add these additional fields to the Add Guest web page. Check the Select box for any comment fields to be included on the web page, and check Required for any fields that are not optional to the guest. A blank (text box) or no selection at all is NOT allowed on a drop-down. Use the Up and Down buttons to determine the order the fields appear on the Add Guest web page. Click Save once all changes have been made to return to the CRMWeb tab of CRM | Configuration.

Hide Birthday
Check to hide the CRM record's birthday field on the CRMWeb change page. The default is to show the fields.

Hide Anniversary

Check to hide the CRM record's anniversary field on the CRMWeb change page. The default is to show the fields.

Redirect to URL After Signup

Specify the URL to which a guest is redirected after signing up. "Inquire.aspx" is the only page currently available.

Subject

Enter the default information to be contained in the subject line of the e-mail.

E-mail Body Report

Enter or click Browse to select the default report to use in the body of the e-mail. Once selected, click Preview to view a sample of the select report. The Crystal Report specified is converted to text and sent to the guest upon signup. When using RDPWin's demonstration files, view the SignupEmailBody.rpt located in the FrequentGuest folder as a sample.

Test E-mail To

Enter an e-mail address in which to send a trial notice such as frontdesk@resortdata.com or systemadministrator@resortdata.com. This is purely for testing purposes only.

Send Test E-mail

Click to send a trial notice to the e-mail address located in Test E-mail To field.

Steps

CRMUpdate Tab

The name from guest history is added as the primary contact. Configure which contact type to be used.
Specify which phone types to use for guest history"s Phone1 and Phone2.
Specify which E-Mail Type to use.
Set the Include guests with entry date >= date for how far back to look for new guest history entries. This is applicable to the first time CRMUpdate runs. After that, only new entries since the last time it ran will be added.
Check the No Rewards box if guests automatically added to CRM should not be part of the reward program.
Using the Pause between each guest setting slows down the CRMUpdate process to avoid dominating system resources. Whether this is necessary is dependant on what time of day CRMUpdate is run and how many guests need to be processed.
Configure properties. See Property or Use Same Configuration.

CRMWeb Tab | Admin Tab

Configure a CRM Admin password. This is used to logon to http:\\server\CRM\Admin.aspx with the guest number ”admin” and this password to see the customizable .html file names on the CRMWeb pages.
Configure a CRM Default Guest password. This is used when guests log in to add themselves to CRM or when a guest first logs in to an existing CRM account. The guest will be asked to establish their own password at this point.

CRMWeb Tab | E-mail Settings Tab

These settings are used for sending a forgotten password email and when sending the new guest signup e-mail. Configure the outgoing mail From address and CC, BCC addresses if desired and the outgoing SMTP server IP address or URL.

CRMWeb Tab | Forgot Password Tab

If a guest forgets a password, there is a "Forgot Password" button on the CRMWeb logon page. An e-mail containing the password is sent to the address on file for the specified CRM account.
Specify a Subject and E-Mail body text for the forgotten password message. The message always begins with the fixed text shown.
Be sure to test sending an e-mail to an address outside the domain.

CRMWeb Tab | New Guest Tab

Check the "Allow guests to signup via CRM Web" box.
All access to the CRM web site requires a log in. Specify the logon name for guests to use in order add themselves to CRM (for example "addme"). Guests logon with this name and the Default Guest password to get to the Add page.
Check the "Allow guests to specify person logon" box in order to allow guests to establish their own 12-character logon name. Optionally, specify how to label this ID such as "User Name" or "Logon Name". Guests will be asked either to logon with their CRM number or the logon name specified. If this option is not selected, only the CRM number can be used to log onto CRMWeb.
The next three drop-downs specify which guest type, contact type, and market code to use on the CRM record for guests who add themselves.
Specify a URL to which a guest is redirected to after signing up. "Inquire.aspx" is the only page currently available.
In order to send an e-mail message to the guest after signup, fill in the Subject and E-Mail Body Report fields. If the E-Mail Body Report field is left blank, then no e-mail is sent upon signup. Use Reports10/FrequentGuest/SignupEmailBody.rpt to get started. The crystal report specified is converted to text and sent to the guest upon sign-up.
Configure the From and CC addresses in the "E-Mail Settings" section.
Preview and send a test e-mail using the test buttons on the New Guest Tab.
Configure Optional Fields: Select which comment fields and custom fields are included on the Add Guest web page. If any of these are to be required fields, check that box too. Use the Up/Down buttons to determine the order that these fields appear on the Add Guest web page.

Labels Tab

Properties can add various fields to the Add Guest page (gender, marital status, etc). The 17 Comment Fields of varied length and 20 Custom Fields are yes/no type fields on the CRM record and can be used to accomplish this. Configure both the Labels tab and the "Configure Optional Fields" button on the CRMWeb tab to add these additional fields to the Add Guest web page.

For text answer type fields, choose which comment fields to use and specify labels.
For yes/no type questions, the Custom Fields can be used. These will appear as check boxes on the Add Guest web page. Select the "Custom Field" label type from the dropdown at the top, then specify labels.

Miscellaneous Tab

Specify the statement name.
Check Include NoRewards to add this column to the CRM Find grid and make it appear as a checkbox in the Find grid.
Assign a label to the "no rewards" column.
The Reverse NoReward logic checkbox causes the "no rewards" column (or what ever labeled in Step 3) to be checked if the NoRewards field is off rather than vise-versa. Members are checked, rather than non-members being checked.

Click these links for Frequently Asked Questions or Troubleshooting assistance.

Last Updated 10/03/2008