To allocate a role to a CRM subject

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The procedure to allocate a role to a CRM subject is as follows:

  1. Navigate to Quick Menu > CRM > Configuration > Subject. The CRM Subject Configuration window is displayed.
  2. Expand a type heading from the alphabetical list and select an associated CRM subject, or enter its name into the Search CRM Subject field. By default the list is filtered to show Current subjects. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All 1.
  3. Click on Allocation 2. The Allocation tab is activated.
  4. Click on New Role. The Default Case Allocation window is displayed.
  5. Using the Companies drop-down field, multi-select all companies for which this role allocation is relevant, or choose the All option, as required 1.
  6. Using the Role drop-down field, select the desired role for the CRM subject e.g. Arrears Team Leader, ASB Team Leader, Housing Manager, etc.
  7. Choose an Effective from date for this assigned role i.e. the date at which it becomes active 3.
  8. Choose an Effective to date to automatically deactivate the role allocation on a specific date in the future; a blank field means the role will remain assigned to the subject in perpetuity.
  9. Click on Confirm. The assigned role is displayed in the Allocation Roles summary table 4.
  10. Click on Save.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.

Note

1 The Search CRM Subject field will match against any element of the description.

2 This option is inactive for CRM subjects where the attribute Communication Subject Only or Advice Only has been defined.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 To remove the assigned role, change the Effective to date to be in the past.


See related topics...

CRM subject maintenance overview

To allocate a user to a CRM subject

To create a new CRM subject

To authorise contact type access to a private CRM subject

To define the group level thread for a CRM subject