...
| These functions can be used in CRM. Pls take a look at the .pdf document provided for this purpose → /wiki/spaces/ONLINEDOKENCRM/pages/30619179. |
Authorization objects:
SENSIBEL_ADR_ENTF Allows the removal of the checkmark Confidential address.
SENSIBEL_ADR_ADMIN The administrator is always able to see all contact partners, documents and quotations, regardless of his authorizations.
| Activate this FUNCTION in basic data COMPANY → Specials tab in GEN COMPANY PARAMETER → Field Use confidential addresses. |
|---|
| → Mark an address as confidential by activating the checkbox Confidential address. |
| This function assigns sub departments to the contact partners and eFile documents. When opening an address, the system checks the sub departments of the user and only displays contact partners and documents the user is authorized to see. |
| Contents | |
|---|---|
| |
| Basic data | |
| Related topics | |
Functions in a confidential address
Every address can be marked as confidential to protect the entered contact partners and documents.
→ If an address is confidential, the system checks the assigned sub department.
After the checkmark is removed, the filter function no longer takes effect. All users are able to see all contact partners and documents.
Assign sub departments to contact partners
Addresses → Partner tab
The entry lines of the contact partner contain the column Sub departments.
Upon entry of a contact partner, all sub department for which the current user is authorized are pre-assigned in this field.
Access the basic data via double click/F2 and select the sub departments that you would like to assign to the contact partner by activating the checkboxes.
Click OK to confirm.
These departments are now listed inthe Sub departments field.
- Reopen the mask to remove or edit the departments.
Attention: When reopening the address, the system checks whether the user is authorized for at least one of the assigned departments.
If this is not the case, the contact partner is NOT displayed.
The system only offers sub departments that the current user is authorized for.
The authorization SENSIBEL_ADR_ADMIN allows users to see all contact partners at any time.
Persons in charge and Global Super Vision are always able to see all contact partners.
Add eFile documents
Addresses → eFile tab
Just like for contact partners, the entry of sub departments is also required for documents if the address is confidential.
The mask to select the sub departments opens after clicking Add eFile.
Authorizations to edit confidential addresses
Concerns P-addresses and G-addresses
A P-address can only be edited by a user with one of the three roles: Representative, Person in charge or Global Super Vision.
The respective logins can be added in the address header data.
One exception is the configuration of the Vertreters. The representative login which contains the employee login is entered into the address.
If a login has none of the roles for an address, this address is not released for editing.
The address is in viewing mode only.
Contact partners can only be maintained on the Partner tab.
Confidential addresses in TMS quotations
The logic of the Confidential addresses function also takes effect in TMS quotations.
Main and sub department are required fields.
Only users who are authorized for this department are able to find and open quotations.
Users are also able to open quotations in which their login is entered as Person in charge, Global Super Vision or Representative in the address of the quotation.