Overview

A Dictionary is a set of labels that can be used to customize internal rules and broaden the functionality provided by the Crassula system. A Dictionary label can be used to group several profiles and pick them out of the whole profile package. The standing out profiles can be assigned to special fee and limit rules. For example, you can label several profiles that require custom fee rates and assign a price list to the label—the price list rules will be applied only to the clients with the corresponding label. Thus, it is possible to use default price lists for all clients while another set of fees will be applied only to a narrow group of clients.

Opening the item

Follow the steps below to access Dictionaries:

  1. Navigate to the Admin Panel.

  2. Click Administration on the left sidebar.

  3. Click Dictionary to open the list of active dictionaries.

  4. Click Edit to open the details of a curresponding dictionary.

How to create a Dictionary

To add a new Dictionary

  1. Navigate to the Dictionary menu item.

  2. The list of active dictionaries will be opened.

  3. Click Add New in the top-right corner of the tab.

  4. Set the Type parameter:

    1. Verification level dictionary is used to set custom verification level names for clients.

    2. Person dictionary is used to label Person profiles. It is possible to set a limit or a price list only for profiles with a label instead of all Persons registered in the system.

    3. Company is used to label Company profiles. It is possible to set a limit or a price list only for profiles with a label instead of all Companies registered in the system.

  5. Customize default labels depending on the Dictionary type selected:

    1. Verification level dictionary is labeled per level. If levels are not labeled, default names will be used. API values for each label will correspond to the default Level 1-5 values.

    2. Person and Company dictionaries are not limited by the number of labels. Click + and set a name for the new label. API values for each label will be automatically generated once the dictionary is created.

  6. Click Create to save the new Dictionary. The labels will be available in client profiles.

Component parameters

Parameter

Description

Type

The following Dictionary types can be configured:

  • Verification level dictionary is used to set custom verification levels for clients.

  • Person dictionary is used to label Person profiles. It is possible to set a limit or a price list only for profiles with a label.

  • Company is used to label Company profiles. It is possible to set a limit or a price list only for profiles with a label.

Only one configuration can be created per Dictionary type. Once a Dictionary is created, it is not possible to add another configuration of the same type.