User class combined with licensing and the Customers authorization level determines what users can see and do in Customers. Casual users have extended capabilities in Customers, so the highest authority level they can have here is 4.
Note: The Specific Types field in the Staff Access area of the Users window affects what can be seen and done in the Customers feature, by limiting which customer types the user can edit.
What each user type can do
■ Full and Casual users can find and view contact records - auth level 1
Note: Level 1 users select Manage customers to find and view those records.
■ Full and Casual users can manage committees and chapter rosters - auth level 1
■ Full and Casual users can run reports - auth level 2
■ Full and Casual users can create and edit contact records - auth level 3
■ Full and Casual users can delete contact records - auth level 4
Note: To disable contact record deletion, go to Set up module > General, Basic Options.
■ Full and Casual users can find and print duplicate records - auth level 4
■ Full and Casual users can import activities (requires keyword) - auth level 4
■ Full users can merge duplicate records - auth level 8
What navigation items appear
|
Task list item |
Required conditions and notes |
|
Manage customers |
Full or Casual user + Customers auth level 1 + MEMBERSHIP license |
|
Manage committees |
Full or Casual user + Customers auth level 1 + MEMBERSHIP license |
|
Manage chapter rosters |
Full or Casual user + Customers auth level 1 + MEMBERSHIP and CHAPTER license |
|
View activity tasks |
Full or Casual user + Customers auth level 1 + MEMBERSHIP license |
|
Manage Accumail |
Full user + Customers auth level 8 + MEMBERSHIP and ACCU license |
|
Manage QAS |
Full user + Customers auth level 8 + MEMBERSHIP and QAS license |
|
Manage duplicates |
Full or Casual user + Customers auth level 4 + MEMBERSHIP and DMM license |
|
Generate reports |
Full or Casual user + Customers auth level 2 + MEMBERSHIP license |
|
Import activities |
Full or Casual user + Customers auth level 4 + MEMBERSHIP license An access keyword (see Access Keywords in Customers) might be required in your user record |
|
IQA > Contacts |
Full user + Customers auth level 1 + Reporting group + MEMBERSHIP license |
|
IQA > Prospects |
Full user + Customers auth level 1 + Reporting group + MEMBERSHIP and AQMGMT license |
|
Set up tables |
Full user + Customers auth level 5 + MEMBERSHIP license |
|
Set up tables > Relationship types |
Full user + Customers auth level 5 + MEMBERSHIP and RELATION license |
|
Set up module |
Full user + Customers auth level 8 + MEMBERSHIP license |
|
Set up fundraising |
Full user + Customers auth level 5 + MEMBERSHIP and FUNDR license |
|
Set up product label preferences |
Full user + Customers auth level 5 + MEMBERSHIP license Use Product Label Preferences must be selected in the Customer Setup - Address and Notes window |