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To assign access keywords to selected customer data

  1. From Customers, select Set up module> General to open the Set up general options window.
  2. Click Access Keys to open the Customer Setup – Access Keys window.
  3. Click Edit.
  4. Place your cursor in the Name Addresses Edit field. Click the Find icon to open the Select ACCESS_KEYWORDS value(s) window.
  5. Select ADDRESS from the Available field and double-click to move the keyword to the Selected field.
  6. Click OK to save the information and return to the Customer Setup –Access Keys window. Notice that the assigned keyword now displays in the Name Addresses Edit field.
  7. Click Save to update the record.

See Also

Limiting Access to Customer Data

To limit access to the Activity Importer

To limit access to customer financial data

To limit access to the Internet Security tab

To limit access to the Fund Raising tab

To limit access to customer address information

To limit access to customer status information


ASI logo 10.6 Production Release. Updated 10/5/2005 3:47:57 PM
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