Linking to Other Systems

Connecting a field in Radix DM like Client to an external data source like Account in Microsoft Dynamics CRM provides instant access to the Dynamics CRM Account list from within Radix DM when saving and searching. There is no need to duplicate lists in both systems or maintain synchronisation schedules.

Connect to external data sources

Radix DM provides the ability to link Library Group Fields to external data sources. This means data such as client lists, project lists and matter lists do not need to be unnecessarily duplicated in Radix DM. In the example above, as soon as a new account is entered in Microsoft Dynamics CRM, documents can be saved against the same client in Radix DM.

Another example is in creating a Customer field for your Customer Documents Library Group in Radix DM that links to your accounting system.  When saving documents in Radix DM users can select a customer from the customer list drawn directly from your accounting system.

Fields in Radix DM have been linked to a wide variety of external systems including the following.

• Microsoft Dynamics CRM
• Silq
• GlobalX Open Practice
• Sage Handisoft
• Connectwise PSA

External data connections are read-only, there is no risk of data changing in the external system.