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Admin Console: Difference between revisions
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Select '''Settings > Environments''' from the menu to define connected environments or suborganizations for your organization. Once you connect to another organization, you can import data from it. | Select '''Settings > Environments''' from the menu to define connected environments or suborganizations for your organization. Once you connect to another organization, you can import data from it. | ||
* Click '''Connect Organization''' and specify the credentials of an existing organization. Click '''Save & Close'''. The organization is added to the list of connected environments. | * Click '''Connect Organization''' and specify the credentials of an existing organization. Click '''Save & Close'''. The organization is added to the list of connected environments. | ||
* Click a connected organization to display its basic properties. Click '''Show System Fields''' to display additional parameters. You can even modify some of the values. Click '''Save''' to save your changes, or '''Cancel''' to return to the organization list. | |||
* Select a connected organization and click '''Pull From''', then select what you want to import from the selected environment into your organization. | * Select a connected organization and click '''Pull From''', then select what you want to import from the selected environment into your organization. | ||
[[Category:Resco CRM]] | [[Category:Resco CRM]] | ||
[[Category:Resco Routes]] | [[Category:Resco Routes]] | ||