Admin Tabs
In this section you will find documentation and videos related to the Admin section of CrystalPM. Each section is broken down by the tabs available to the left side of the Admin page. Please note that if you do not have access to one of the tabs listed below within Crystal, a master admin user within Crystal will need to give you access.
CrystalPM employees are not permitted to give employees access to these tabs without permission from the owner or main provider of the office
VSP
VSP Integration Information.pdfUpdating the VSP Catalogs
**PLEASE NOTE THIS METHOD IS ONLY FOR OFFICES USING THE CRYSTAL PM SUPPLIED VSP BILL CODES AND VSP CATALOG LINKING**
Go to Admin - On the left hand side of the screen go all the way down and select the VSP section.
Press the Download All Lists button on the Download List Tab. A window will open stating the following;
"Downloaded lists will not be reflected in any CrystalPM client until the program is restarted..."
Press the Yes button on this window to initiate the download of the catalogs.
Your office may be asked to verify your account status with Eyefinity. If so, a window will open informing you that your office will need to login in order to proceed with the catalog download. Once the window has been acknowledged another window will open allowing your office to enter the Eyefinity.com login credentials. Your office will only have 60 seconds to do this before timing out. IF that happens close the internet windows, go back to Admin > VSP and press the Download all button again. Re-enter your Eyefinity.com credentials when the Eyefinity.com login window opens.
If the dates of the downloaded catalogs do not reflect the date you did the update then press the Clear All List button and try the download again.
Once the catalog downloads are completed, navigate to the top right of the screen and press the Update Bill Codes Button. This will address any changes to the VSP bill codes (This will not wipe out current pricing on the VSP bill codes)
Once you have updated the bill codes press the Update Frame Page Defaults button. This will push the catalog updates coded by Crystal to the Defaults > Frame Page Defaults > VSP section
Next, navigate to the Defaults section on the left side of the screen
Once you get to Defaults go to the Frame Page Defaults (VSP) section
At the bottom left of the screen you will see a button that says Reload Eyefinity List. Press that button. You will then be asked if you wish to make a Backup of the current frame pages defaults. Say Yes and save the file in a location that can be easily accessed.
Crystal will then push both the downloaded catalog updates and the Crystal PM VSP bill code linking to the Frame Page Defaults (VSP) section.
When doing this final step it may look like Crystal "froze" this is normal as it loads all the information in to the Frame Page Defaults (VSP) section.
Once you have done that it is advised to close and relaunch Crystal.