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To limit access to customer financial data

iMIS allows you to assign access keywords that allow only authorized users to edit the customer financial information found on the Financial tab.

  1. Create or add keywords to the ACCESS_KEYWORDS general lookup/validation table.
  2. Assign access keywords to Financial data.
  3. Assign access keywords to users.

    Note: After the access keywords are assigned on the Customer Setup – Access Keys window, customer financial information cannot be viewed or edited unless the user has been assigned at least one of the access keywords.

See Also

Limiting Access to Customer Data

To assign access keywords to selected customer data

To limit access to the Activity Importer

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 3:47:59 PM
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