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Configure Channels in the Back-Office
Today, successful businesses usually have more than one sales website. These may be different online stores, business-to-business enterprises, or business-to-customer outlets. Moreover, different customers and sales-related data can be received from various survey-campaigns or memberships in clubs, funds, charity events, etc. Gaining a full understanding of all the information you receive from each of these sources, along with all the individual customer information you collect from various other sources, becomes crucial. With OroCRM’s channels, you can do both with minimum effort.
Each channel record represents one source of customer-related data.
Oro Community Edition has two types of channels: Web (built for online stores) and Sales (built for business-to-business activities). Enterprise clients can add more types of channels during system integration.
There is no limit to the number of channel records that can be defined for a single application instance. You can choose what kind of customer-related information to collect from each channel, as described below.
Create a Channel Record
To create a channel:
Navigate to System > Channels in the main menu.
Click Create Channel on the top right.
In the General section, specify the following channel details:
- Name — A meaningful name used to refer to the channel in the system.
- Channel Type — A type that defines a set of default rules and settings used for the channel.
Extending OroCRM with new channel types is a proven practice, and it can be customized subject to your specific needs and goals.
The information collected from a channel is represented by the entities assigned to the channel and their related entities.
In the Entities section, select the required entity from the list and add it to the channel to collect the necessary data.
The customer entity is added to the entity list automatically, subject to the selected channel type:
- For Sales Channel — Business Customer
- For Custom Channel — Customer Identity
Other entities are added to channels of a specific type by default. However, they are optional and can be removed.
To delete an entity, click Delete. The action removes the entity from the channel’s list, but not from the system.
Click Save and Close to save the channel.
From the channels grid, you can view, edit, or delete the selected channel by hovering over the More Options menu to the right of the item and clicking the required button.
Once a channel is deleted, the associated data is removed as well.
From the channel’s details page, you can edit the channel or view and edit the assigned entities.
Note that you will receive an error message if you do not have the necessary permissions to edit entities.