See also: Data Protection Parameters
Note: It is possible to audit the (status) changes of DP agreements (dpagr) via the Database audit control function.
This form is displayed when you create a new agreement for a CRM record.
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Save |  |
Stores the record and returns you to the previous form. |
| File > Exit |  |
Returns you to the previous form. |
| Help > Help |  |
Displays this help topic in a web browser. |
| Help > About | — | Displays version and copyright information. |
Select a statement to create an agreement:
Grid:
Mfr: Displays the manufacturer for which this agreement is valid.
Country: Displays for which country the statement is valid.
Version: Displays the version of the statement.
Statement description: Displays the description of the statement.
From: Displays on which date the statement becomes valid.
To: Displays up to which date the statement is valid.
Notes: Displays the dealer notes of the dealer.
Tip: Click the required agreement in the grid, the selected gridline populates the information in the Agreement details.
Agreement details:
Agreement description: Enter the description of the agreement.
Default / Use: Select or clear the current agreement as the default. Additional it is displayed whether this agreement is used for P - personal (customer) or C - commercial (company).
Statement version: Displays the version of the statement.
Statement valid from: Displays on which date the statement becomes valid.
Statement valid to: Displays 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.
Statement country: Displays for which country the statement is valid.
Statement manufacturer: Displays the manufacturer for which the statement is valid.
OEM notes: Enter the remarks of the OEM.
Dealer notes: Enter the remarks of the dealer.
Creator: Displays the user id of the person whom created the agreement for the customer or the company record.
Date created: Displays the date that the agreement is created.
Last editor: Displays the user id of the person whom changed the agreement for the customer or the company record.
Date last edited:Displays the date that the agreement is last changed.
Channel Grid:
Channel: Displays the channels of the agreement.
Status: Select this field and click the arrow to open the list with statuses. Complete this field on how the customer or the company has agreed/declined to opt-in to the channel concerned. Select the status of the channel:
A: Agreed, a green colour is displayed.
D: Denied, a red colour is displayed.
U: Unknown, a grey colour is displayed. This is the initial status.
Note: Selecting the status Agreed of the communication channel indicates the customer or the company has given their explicit consent to be contacted by that channel of communication in relation to that agreement. If status is Denied or Unknown for a channel of an agreement then the customer or company has not given their consent and this channel of communication is not permitted.
Method Grid:
Displays the methods linked to the selected gridline in the Channel grid.
Shortcuts:
If applicable, related functions become available for manufacturer specific use.