Home » Categories » Solutions by Business Process » System Features

Ledger Enquiry CRM Authority Levels

Datafile Software Solutions

Ledger Enquiry CRM Authority Levels


Within the Ledger Enquiry CRM options are available that allow you to save and record emails (subject to the mail client), word documents, notes, scans and contacts against each of the main application databases.Generally speaking, with the exception of the delete function, these options are available for all operators who can access the application within the Ledger Enquiry. This new feature allows the ability to set authority levels for the options available within each of the CRM actions for the main application databases.

Installation

Ledger Enquiry Manager

To configure the CRM Authority Levels for an application within the Ledger Enquiry you need to update the enquiry configuration within the Ledger Enquiry Manager. To update the display select Installation from the main menu followed by Ledger Enquiry Manager and then Enquiries Configuration, select the required application before selecting CRM Authority Levels.



Initially all authority levels are blank – this means that the system will use the current authority levels. Generally this means that all options are available at the lowest authority level (9) except any delete option which is only available to the highest authority level (0) unless (for likes of Word / Notes) the user deleting the entry was the original user who added the entry.

For each application you can set authority levels for each action within the Mail, Word, Notes, Scans and Contact options. If you leave an authority level blank then the system reverts to the default authority level for the action, if set then the operators’ authority level is checked before and the action is enabled / disabled as configured.

Notes

Contact options only apply for the Sales and Purchase Accounts databases (and then only if configured for use). The CRM Authority Level actions are also only available for the main application databases and not the extra application enquiry options.

Care should be taken when setting authority levels – typically you’d would want View action to be lower authority level than Update / Add / Print etc. Similarly Update wouldn’t have a higher authority than Add, and so on.

With regards to the SCANS action there is a set authority level for whether the feature is allowed within each of the application enquiries.

The MEMO function authority level is controlled, as now, within the Memo Facility Configuration options. Settings for the Debtor Memo are also controlled here – and override any settings defined for the Notes function in relation to this specific ‘note’ only.

Where the CRM functions are available from the main toolbar or the Utilities panel in the main application screen layouts the authority levels set here are also applied.

Custom Fields
  • Release ID: 6.7
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Help Bubble Display Size
Viewed 1838 times since Fri, Jun 8, 2012
Group Account Sales Enquiry
Viewed 9545 times since Fri, Oct 26, 2012
Printing to Tobit Faxware / David
Viewed 8960 times since Wed, Jun 13, 2012
Ledger Enquiry - Increased No of Stock Location Pick Items
Viewed 126 times since Thu, Oct 17, 2024
Which Price Matrix Entries
Viewed 2065 times since Fri, May 20, 2016
Menu Design – Revert to Original Company
Viewed 30 times since Tue, Oct 15, 2024
Sales Order / Works Order Enquiry Links
Viewed 3395 times since Mon, Nov 25, 2013
SMB2, SMB3 and Opportunistic Locking
Viewed 23997 times since Tue, Apr 8, 2014
Datafile Software - Keyboard Shortcuts
Viewed 20883 times since Thu, Jul 26, 2012
Save Email Attachments Separately
Viewed 2021 times since Fri, Jun 8, 2012