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- In Signature Agent Configuration, select the CDC Configuration tab.
- In the Name column, expand the Dynamics GP database.
- Select the company database.
- Select Create Objects to create the CDC change options that are listed on the right side of the window.
- The following entities are available:
- Appointment
- Equipment
- GP Customer
- Job
- Job Cost Code
- Location
- Service Call
- Service Option
- Technician
To enable an entity, select the entity name and then select Start from the menu bar. For example, enable Job to track changes to the job tables for job appointments. To disable an entity, select Stop from the menu bar.
- Enabled entities are indicated with a green icongreen checkmark icon.
- Disabled entities are indicated with a red iconred square icon.
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- Select the Access tab.
- Select Show to view the Incoming Access Key and the API Key.
- The Incoming Access Key is generated by the database once the company is saved prior to testing the configuration. This key is used as a unique identifier.
- The API Key is automatically generated from WennSoft.
Enter the Email Alias. This is the email address that notifications are sent from when sending notifications.
- You can select the Agent Service drop-down to perform the following service options. These options are also available from the menu bar on the Home tab. Customer Support may direct you to perform these steps during troubleshooting.
- Install Service
- Uninstall Service
- Reinstall Service
- Restart Service
- Select OK.
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This section is used for selecting which email addresses to receive service call updates. The email addresses displayed are set up in the User Roles section of Schedule Administrator Settings. See Working with Roles in the Schedule User Guide.
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