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Telephone numbers in intelli-CTi™ are managed by a system called intelli-TNS (Telephone Number System). To provide accurate dialling and callerID lookups intelli-TNS stores its telephone numbers in its own database tables, separately from the Account\/Contact records in Infor CRM (Saleslogix). It also keeps the Account and Contact database tables updated with any changes made.<\/p>\n
intelli-CTi uses the intelli-TNS data when dialling numbers, looking up callers and displaying telephone numbers on the screen.<\/p>\n
Other processes that are unaware of intelli-TNS continue to use the telephone numbers stored in the Infor CRM SLX\u00a0 (Saleslogix) Account and Contact tables. This applies to reports, Outlook\/Blackberry synchronization etc.<\/p>\n
To change the format, open up the Infor CRM (Saleslogix) LAN Client and go to the menu\u00a0Tools=>Manage=>intelli-TNS System Settings<\/b>. This will display a new window. In that window, choose the\u00a0TNS Country Settings<\/b>\u00a0tab and click the\u00a0Manage Countries<\/b>\u00a0button.<\/p>\n
In this window you can change the telephone number format for each country using the fields shown below:<\/p>\n
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You can change the way that the telephone number area code and main number are formatted. You can also decide whether to display the country code with the telephone number.<\/p>\n
There are separate options for whether to:<\/p>\n
When you change the format of telephone numbers, these changes take effect immediately for numbers displayed on the Account and Contact forms because these are formatted by intelli-TNS at run-time.<\/p>\n
Other uses of telephone numbers e.g. reports, Outlook\/Blackberry synchronization etc. are likely to use the numbers stored in the Infor CRM (Saleslogix) Account and Contact tables. These are only updated when the telephone number is created or edited so you might wish to force the format change into the Account and Contact tables for existing numbers.<\/p>\n
IMPORTANT NOTE 1:\u00a0<\/b>Before you do this, you should take note that every Account or Contact telephone number that is updated and its matching intelli-TNS record will need to be synchronized out to remote users. This could create a large amount of synchronization traffic that is likely to impact the end user.<\/p>\n
IMPORTANT NOTE 2:\u00a0<\/b>The process involves making batch updates to your data. You should make sure that you have a valid and recent backup of your system before you proceed.<\/p>\n
To force the format change into the Account and Contact records you should:<\/p>\n
1)\u00a0 Run some SQL to make intelli-TNS think that the telephone number has changed. The following is an example that will force changes for all telephone numbers for the USA.<\/p>\n
DECLARE @countryIso char(3)\n SET @countryIso = 'USA'\n UPDATE P SET SYNCREF_WORK = 'recreate' FROM QGTNS_CONTACTPROFILE P\n INNER JOIN QGTNS_CONTACT C ON (C.QGTNS_CONTACTID = P.TNSID_WORK AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_HOME = 'recreate' FROM QGTNS_CONTACTPROFILE P\n INNER JOIN QGTNS_CONTACT C ON (C.QGTNS_CONTACTID = P.TNSID_HOME AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_MOBILE = 'recreate' FROM QGTNS_CONTACTPROFILE P\n INNER JOIN QGTNS_CONTACT C ON (C.QGTNS_CONTACTID = P.TNSID_MOBILE AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_PAGER = 'recreate' FROM QGTNS_CONTACTPROFILE P\n INNER JOIN QGTNS_CONTACT C ON (C.QGTNS_CONTACTID = P.TNSID_PAGER AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_OTHER1 = 'recreate' FROM QGTNS_CONTACTPROFILE P\n INNER JOIN QGTNS_CONTACT C ON (C.QGTNS_CONTACTID = P.TNSID_OTHER1 AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_FAX = 'recreate' FROM QGTNS_CONTACTPROFILE P\n INNER JOIN QGTNS_CONTACT C ON (C.QGTNS_CONTACTID = P.TNSID_FAX AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_MAIN = 'recreate' FROM QGTNS_ACCOUNTPROFILE P\n INNER JOIN QGTNS_ACCOUNT C ON (C.QGTNS_ACCOUNTID = P.TNSID_MAIN AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_ALTERNATE = 'recreate' FROM QGTNS_ACCOUNTPROFILE P\n INNER JOIN QGTNS_ACCOUNT C ON (C.QGTNS_ACCOUNTID = P.TNSID_ALTERNATE AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_TOLLFREE1 = 'recreate' FROM QGTNS_ACCOUNTPROFILE P\n INNER JOIN QGTNS_ACCOUNT C ON (C.QGTNS_ACCOUNTID = P.TNSID_TOLLFREE1 AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_TOLLFREE2 = 'recreate' FROM QGTNS_ACCOUNTPROFILE P\n INNER JOIN QGTNS_ACCOUNT C ON (C.QGTNS_ACCOUNTID = P.TNSID_TOLLFREE2 AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_OTHER1 = 'recreate' FROM QGTNS_ACCOUNTPROFILE P\n INNER JOIN QGTNS_ACCOUNT C ON (C.QGTNS_ACCOUNTID = P.TNSID_OTHER1 AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_OTHER2 = 'recreate' FROM QGTNS_ACCOUNTPROFILE P\n INNER JOIN QGTNS_ACCOUNT C ON (C.QGTNS_ACCOUNTID = P.TNSID_OTHER2 AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_OTHER3 = 'recreate' FROM QGTNS_ACCOUNTPROFILE P\n INNER JOIN QGTNS_ACCOUNT C ON (C.QGTNS_ACCOUNTID = P.TNSID_OTHER3 AND C.COUNTRYISOCODE = @countryIso)\n UPDATE P SET SYNCREF_FAX = 'recreate' FROM QGTNS_ACCOUNTPROFILE P\n INNER JOIN QGTNS_ACCOUNT C ON (C.QGTNS_ACCOUNTID = P.TNSID_FAX AND C.COUNTRYISOCODE = @countryIso)<\/pre>\n2)\u00a0 Log out of Infor CRM SLX (Saleslogix). This is important because intelli-TNS caches the country information so might use a cached version of the format instead of the new version.<\/p>\n
3)\u00a0 Run the intelli-TNS Number Migration Wizard from the menu\u00a0Tools=>Manage=>intelli-TNS System Settings=>Migration=>intelli-TNS Number Migration<\/b>.
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