Previous Topic

Next Topic

To limit access to customer address information

iMIS allows you to assign access keywords so that only authorized users can enter and edit customer address information (the Address, City, St/Prov, Zip, Home, Work, Fax, and E-mail fields on the Donor tab of the Enter and edit gifts window and on the Gift – Name/Address – Soft Credit window) and the customer congressional district information (US Congress, St Senate, St House) found in the Other tab (from Customers, select Manage customers, find the customer record, and select the Other tab).

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

    Note: After Name Addresses Edit access keywords are assigned on the Customer Setup Access Keys window, customer address information (the Address, City, St/Prov, Zip, Home, Work, Fax, and E-mail fields on the Donor tab of the Enter and edit gifts window and on the Gift – Name/Address – Soft Credit window) and the customer congressional district information (the US Congress, St Senate, and St House fields on the Other tab on the Manage customers window) cannot be entered or edited unless the user has been assigned the appropriate access keyword.

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 customer financial data

To limit access to the Internet Security tab

To limit access to the Fund Raising tab

To limit access to customer status information


ASI logo 10.6 Production Release. Updated 10/5/2005 3:47:59 PM
Copyright © by Advanced Solutions International, Inc. All rights reserved.