Components installed with CRM Touchpoints
Several types of components are installed with activation of the CRM Touchpoints plugin, including tables and user roles.
Roles installed
| Role title \[name\] | Description | Contains roles |
|---|---|---|
| CRM touchpoint admin \[sn\_crm\_touchpoint.admin\] | Allows users with write permission on the associated entity to create, read, update, and delete CRM touchpoint records. | sn\_crm\_touchpoint.touchpoint\_writer |
| CRM touchpoint writer \[sn\_crm\_touchpoint.touchpoint\_writer\] | Allows users with write permission on the associated entity to create and update CRM touchpoint records. | sn\_crm\_touchpoint.touchpoint\_reader |
| CRM touchpoint reader \[sn\_crm\_touchpoint.touchpoint\_reader\] | Allows users with read permission on the associated entity to view CRM touchpoint records. | None |
Tables installed
| Table | Description |
|---|---|
| CRM Touchpoint \[sn\_crm\_touchpoint\_touchpoint\] | Stores touchpoint records that track customer engagement activities across the sales and service life cycle. |
The CRM Touchpoint [sn_crm_touchpoint_touchpoint] table extends the Case [case] table.
Parent Topic:Activity Management reference