It is possible to link customer or company relation fields (Telephone numbers, E-mail, Address, Postcode and Letter salutation) to the method concerned.
This form is displayed when you click Manufacturer Specific > X4. Generic - CRM > Generic CRM parameters and you browse to + CRM parameters > + Data Protection Parameters > [no. Company name] on the Project parameters browser to display the Data Protection Parameters form and you select the Methods tab, right-click the Methods Grid shortcut menu and click Create or Amend. It maintains the relation details per method.
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Save |  |
Stores the new or changed record. |
| File > Exit |  |
Returns you to the Data Protection Parameters form. |
| Help > Help |  |
Displays this help topic in a web browser. |
| Help > About | — | Displays version and copyright information. |
Field:
Method description: Enter the description of the method.
Note: A message is displayed when the entered method description is already existing. The user can overwrite the existing method or enter a new description.
Add A Field To The Current Method Grid:
Field name: Displays the predefined relation fields.
Add?: Right-click to select or clear a relation field linking to the method concerned.