Benefits
Reduce time and effort to secure/hide customer contact information.
Description
Now, you have the ability to secure/hide a customer contact information field for any NameId.
Setup
Step 1: Let's set up appropriate user security level(s) for all of your Secured contact information. The security level that you set up, will reflect all contact types that will be under the S-Secured Information Category.
...
| 1 | In AGRIS, go to NAM → Setup Information → Contact/Remark Types |
| 2 | Select a contact type that you would like to secure |
| 3 | For contact category, select option S - Secured Information. This will ensure that the selected type will be secured based on the setup security level. |
Usage
1. | In AGRIS, go to NAM → Name Address Maintenance → View/Edit Name Id → Select a Name ID → Select Contact Information and click OK. |
2. | Here you will see all contact types with specific contact information. Depending on your security level you might be able to view/edit/delete the contact information data. |
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