NexJ provides two administrative consoles, NexJ Admin Console and NexJ System Admin Console, to enable you to configure and monitor NexJ Customer Relationship Management ( NexJ CRM ). NexJ CRM helps users keep track of their clients, potential clients, schedules, events, tasks, and more.
You use NexJ Admin Console to configure NexJ CRM to meet the specific business needs of your organization.
You use NexJ System Admin Console to monitor and manage object queues as well as view real-time usage statistics for NexJ Model Engine. For example, you can view pending object queue messages, resend blocked messages, and disable the receive method for a specific queue. You can view real-time usage statistics through Java Management Extensions (JMX). You can also filter and view system integration log files on the Integration Log page.
Navigating NexJ Admin Console
NexJ Admin Console contains an application toolbar located at the top the selected page. You can use the toolbar to perform actions such as showing or hiding the sidebar or navigating to another page. You can also navigate to additional pages from the sidebar. You use pages to customize and maintain NexJ CRM.
You can do the following from the toolbar:
Click the Show/Hide Sidebar buttonto toggle the sidebar, which is used to navigate between pages.
Click the Save button to save changes on the current page. If you are running NexJ CRM while making changes, you may have to restart the application for your changes to take effect.
Changes made in NexJ System Admin Console are saved automatically.
Click the Undo or Redo button to undo or redo changes to the current page.
Click the User , Organization Security , Entity Codes , Coverage, or Work Queues buttons to navigate to that page.
The Batch Broker button is used by developers to manage batch processes. The Sample Data button is used by developers to load sample data before testing their applications. The Import Mailers button is used by administrators to import mailer templates for batch printing Document Manager items including birthday mailers.
Resizing pages and lists
You can resize most page sections by dragging the vertical and horizontal splitters between the two sections. This is useful when you are entering data or looking for specific information.
Most lists in NexJ Admin Console and NexJ System Admin Console have the same behavior, and can be manipulated in the same ways to customize the way that information displays. As with page sections, you can resize columns by dragging the vertical dividers between column headings.
Modifying items in a list
The Add , Delete , and Select buttons at the top right of several lists in NexJ Admin Console enable you to quickly add, delete, and select items in those lists.
A few lists also contain the up and down arrow buttons ( and ), which allow you to change the order of the items in these lists. You can also perform the same actions by right-clicking on the list and selecting an option.
Localizing entities, activities, and related types
You can localize entities, activities, and related types in NexJ Admin Console to display captions in a user's preferred language in NexJ CRM .
You must have specified the Enable Local ization user option to local ize entities, activities, and related types.
Local ize an entity, activity, or related type by editing it and selecting a local e. You can then enter caption translations for the selected local e.
You can localize captions for the following entities, activities, and related types:
- Activity Badges
- Activity Templates
- Activity Plan Templates
- Address Types
- Assignment Models
- Business Process Templates
- Category Groups
- Communication Types
- Contact Badges
- Contact Types
- Coverage Groups
- Custom Fields Types
- Custom Fields Type Groups
- Document Templates
- Document Types
- Merge Fields
- Opportunity Templates
- Privilege Groups
- Report Layouts
- Service Levels
- Service Request Templates
- Touch Types
- User Groups
- User Group Types
- User Lists
- User Teams
- User Types
To local ize an entity, activity, or related type:
- In NexJ Admin Console, navigate to the page and tab for the entity, activity, or related type you want to localize.
- In the list of entities, activities, or related types, select the entity, activity, or related type that you want to localize.
- In the Details tab, click the Edit button . To view existing localized captions, select a locale in the Locale field. Field values for the entity, activity, or related type update to display the selected language.
- In the Edit dialog, select a locale in the Locale field.
- In the fields, provide captions for the selected locale. For example, to localize a custom field type for the French language, enter French captions in the Name and Descriptions fields.
- Click OK to close the Edit dialog closes.
The entity, activity, or related type is localized. When a user changes their locale in NexJ CRM , the entity, activity, or related type displays captions in the language for the selected locale.
For more information about setting region and language preferences for the NexJ CRM view, see Regionalization.
Business administrators can also localize entities and activities on the Customize workspace for NexJ CRM .