To allocate a user 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 User. The Default Case Allocation window is displayed.
  5. Using the Companies drop-down field, multi-select all companies for which this user allocation is relevant, or choose the All option, as required 1.
  6. Where the Case Creator user account is to be automatically assigned the case by default, activate the tick box provided i.e. the end user processing the initial customer interaction.
  7. Alternatively, using the User drop-down field, select the specific user account that will be assigned all cases linked to this subject.
  8. Choose an Effective from date for this assigned user i.e. the date at which their membership of the CRM subject becomes active 3.
  9. Choose an Effective to date to automatically deactivate the user membership on a specific date in the future; a blank field means their membership of the CRM subject will never expire.
  10. Click on Confirm. The assigned user is displayed in the Allocation Users summary table 4.
  11. 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 user, change the Effective to date to be in the past.



See related topics...

CRM subject maintenance overview

To allocate a role 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