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NexJ Admin Console and NexJ System Admin Console overview

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 button to 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
  • Categories
  • Category Groups
  • Communication Types
  • Contact Badges
  • Contact Types
  • Coverage Groups
  • Custom Fields Types
  • Custom Fields Type Groups
  • Document Templates
  • Document Types
  • Filters
  • Lists
  • 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:

  1. In NexJ Admin Console, navigate to the page and tab for the entity, activity, or  related type you want to localize.
  2. In the list of  entities,  activities, or  related  types, select the entity, activity, or  related type that you want to localize.
  3. 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.
  4. In the Edit dialog, select a locale in the  Locale field.
  5. 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.
  6. Click  OK to close thEdit 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 .