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 Statements tab, right-click the Data Protection Statements Grid shortcut menu and click Create, Create version or Amend. It maintains the statement details.
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Save |  |
Stores the new or changed record. |
| File > Exit |  |
Returns you to the Data Protection Parameters form. |
| Channels > Amend | |
Opens the Statement details - Channel Relations form, to link channels to the statement. |
| Help > Help |  |
Displays this help topic in a web browser. |
| Help > About | — | Displays version and copyright information. |
Field:
Statement description: Enter the description of the statement.
Version / Query name: Enter the version (up to ten characters) and the query name (up to eight characters) of the statement. The Version is mandatory. The unique Query name is used in general routines to check or to update the channel status.
Note: A message is displayed when the entered statement description and version is already existing. The user can overwrite the existing statement or enter a new description.
You can use the query name in a standard query routine to check the channel status:
There are reports and data extracts on dealer systems that use the existing customer and company privacy settings to determine whether or not communication is permitted.
When the Data Protection Agreement (DPA) function is made available, a difference needs to be made between day-to-day business communication (standard care and duty) and marketing activity based communication:
For the day-to-day business communication the existing customer and company privacy settings are sufficient to determine whether communication is permitted or not.
For any marketing related communication, the data protection agreements (DPAs) of the customer or company are used to determine whether or not communication is permitted.
With the 'MS_X4DPA_Is_Channel_Status() routine you can check the data protection agreement (DPA) settings via reports and data extracts to determine whether communication is permitted. The routine contains the following parameters:
'MS_X4DPA_Get_Channel_Status$(Statement$LEN(.ms_X4_dpsta_qryname$), Channel$LEN(.ms_X4_dpchl_qryname$), CT$1, pMKRecord, Locn$LEN(.ms_X4_dpagr_locn$) = " ")
Statement$ [in] Query name of a statement, to identify the communication channel and check the status accordingly. Channel$ [in] Query name of a channel, to identify the communication channel and check the status accordingly. CT$ [in] C for company or T for target pMKRecord [in] mk_compy$ / mk_targt$ Locn$ [in] Location is optional Return [out] Possible values: "Agreed", "Denied", "Unknown" or "No agreement" For specific functions like importing data from other systems the dealer may use routine 'MS_X4DPA_Update_Channel_Status(). With this routine the dealer can change the status of the channel which is identified by the statement and channel query name.
If an agreement derived from the statement, indicated by the statement query name in routine 'MS_X4DPA_Update_Channel_Status(), does not exist for the current customer or company, then an agreement is created and the channel used in the same routine call will gain the value of the parameter ChlValue.
'MS_X4DPA_Update_Channel_Status(Statement$LEN(.ms_X4_dpsta_qryname$), Channel$LEN(.ms_X4_dpchl_qryname$), CT$1, pMKRecord, ChlValue$LEN(.ms_X4_dpags_desc$), Locn$LEN(.ms_X4_dpagr_locn$) = " ")
Statement$ [in] Query name of a statement, to identify the communication channel and check the status accordingly. Channel$ [in] Query name of a channel, to identify the communication channel and check the status accordingly. CT$ [in] C for company or T for target pMKRecord [in] mk_compy$ / mk_targt$ ChlValue$ [in] New channel status value: A for Agreed, D for Denied or U Unknown Locn$ [in] Location is optional Return [out] TRUE / FALSE Country code: Enter for which country the statement is valid.
Manufacturer: Enter the manufacturer for which the statement is valid.
Valid from / to: Enter on which date the statement becomes valid and up to which date the statement is valid.
Note: A statement is valid until it has a Valid to date which is less then today. The statement is valid forever when the Valid to is blank.
Format stationery: Enter the three coded format stationary. This code is used to print the customer's agreement from the Data Protection Tab on Customer Record and the Data Protection Tab on Company Record.
Add an agreement: Select to add this statement automatically as an agreement to a newly created customer or company.
Permissible locations: Enter the location which are checked in the campaigns. Users active in campaigns will only see the statements which are valid for his or her available locations, when the Activate location based agreements parameter is selected on the General tab of the Data protection parameters.
OEM notes: Enter the notes of the OEM.
Dealer notes: Enter the notes of the dealer.
Creator: Displays the user id of the person whom created the statement.
Date created: Displays the date that the statement is created.
Last editor: Displays the user id of the person whom changed the statement.
Date last edited:Displays the date that the statement is last changed.
Channels Grid:
Channels: Displays the channels of the statement.