Table of Contents
Set up address manager
Rights control
During the User administration Use detailed user rights to control the availability of functions and the visibility of data for the logged in user. The following user rights are available for the address manager:
| Rights | Administrator | Main user | User |
|---|---|---|---|
| Right group: addresses | |||
| Create addresses | X | X | X |
| Import addresses | X | ||
| Delete addresses | X | ||
| Manage Addresses | X | ||
| Edit client / contractor | X | X | X |
| Multiple machining | X | X | |
| Edit employee / user | X | ||
Create addresses
Addresses can only be used by users with the user right Create addresses be recorded.
Import addresses
Addresses can be imported individually or collectively from CSV and TXT files, and existing addresses can be updated with new data. The function is for users with user rights Import addresses available.
Delete addresses
Registered addresses can only be used by users with the user right Delete addresses to be deleted.
Manage Addresses
An Address consists of numerous data fields. Each data field can be individually defined as a mandatory field. If the corresponding fields are not filled, saving the Address not possible. Only users with the user right Manage Addresses can define fields as mandatory fields.
User with the user right Manage Addresses You can also define the defaults for the input masks (including customer no. and vendor no.), compile the lists that are used in selection fields (e.g. inquiry status, target group) and define the identifiers that can be assigned to the addresses.
Addresses are differentiated according to customer, contractor and employee. One can Address several of these properties can be assigned. Depending on the property assigned, further data fields are available, eg customer no. for client, vendor no. for contractors and personnel data for employees. To ensure correctness and order in the master data specifically for financial accounting, only those users who have the user right can assign and remove properties for sold-to party and contractor and edit customer and vendor data Manage Addresses or the user right Edit client / contractor have.
Edit client / contractor
Users with this right can Address the properties Clients and contractor assign or remove and edit the debtor data of buyers and creditors data of contractors.
When the properties for the client and contractor are assigned, a debtor no. or creditor no. pre-assigned from an individually defined number range. This number range can only be preset by users with the user right Manage Addresses be determined.
Multiple machining
In the program area Multiple machining selected data can be conveniently changed for several addresses at the same time. These functions can be carried out by the users who have the user right Multiple machining were authorized.
Edit employee / user
To protect sensitive personal data (including salary and vacation data), a Address the property Employees be assigned or removed by users with this user right. In addition, these users can display and edit personal and user data Address-Manager available.