Page History: An Explanation of People Attributes
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Page Revision: Mon, 22 Sep 2008 10:18
Below is a list of all attributes that may be assigned to people. Some of the attributes have corresponding sub-screens that are explained in the available hyperlinks provided below.
Resource: A resource is defined as a person, company, or asset that is used to conduct business and/or generate revenue.
User in Adjutant: A User in Adjutant possesses a Log-in Name and Password; they are able to use the system.
Account Manager: This person may be assigned as the account manager for a customer.
Buyer, Purchase Order: This person can be assigned as the buyer on a purchase order in the Purchase Orders screen.
Contract Manager: This person can be assigned as the manager/contact for a specific contract.
Contracts are maintained in the Contract Master.
Customer Screen in WebAdj: This person has access to a customer screen in the web-based Adjutant system that is accessible via the World Wide Web.
Note Owner (Assign To): You may assign notes to this person.
Project Manager: This person can be assigned as the manager of a project in the Project Control screen.
Ring Adjutant Phone: This attribute is for Adjutant Users with the Telephony module only. When selected, it makes a phone ringing sound when you have phone call logs that need to be filled out.
Sales: This person is in sales and can be selected as the salesperson on a quote or sales order.
Vendor Screen in WebAdj: This person has access to a vendor screen in the web-based Adjutant system that is accessible via the Internet.
VIP Flag: Very Important Person; an overly important contact that may require special handling.
