Configuring Communication Methods
OPERA Cloud supports a variety of communication methods for exchanging data with external systems using OXI (OPERA Xchange Interface). The following standard communication methods are preconfigured:
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Email - HTML or ASCII text email.
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Printer - Hardcopy printer.
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VID - Video conferencing.
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Data - Lead data exchange.
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Fax - Facsimile.
You can configure additional communication methods if required.
Adding Communication Methods
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From the Administration menu, select Enterprise, select Chain and Property and select Communication Methods.
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Click New and complete the following
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Code: Enter a code for the communication method.
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Description: Enter a description of the communication method.
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Manage Translation: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi Language OPERA Control is active.).
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Sequence: Enter a display sequence.
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Click Save or Save and Continue to add another.
Editing Communication Methods
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From the Administration menu, select Enterprise, select Chain and Property and select Communication Methods.
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Enter search criteria and click Search.
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Select the communication method, in the search result, then click the vertical ellipsis Actions menu and select Edit.
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Update the configuration.
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Click Save.
Deleting Communication Methods
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From the Administration menu, select Enterprise, select Chain and Property and select Communication Methods.
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Enter search criteria and click Search.
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Select the communication method, in the search result, then click the vertical ellipsis Actions menu and select Delete.
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Click Delete to confirm
Parent topic: Chain and Property Management