...
Refer to the table below for a description of each network entity type and the CRM.COM modules that are of that type.
| Table filter |
|---|
| column | CategoryEntity Type |
|---|
|
| CategoryEntity Type | | CRM.COM Entities |
|---|
Explicit Viewing Access | Entities which hold information regarding the group that owns the record. They can be viewed only by users belonging to the same group or by users whose group collaborates with the group. The following information is set on each record: - Owned By Group: Definesthe group whose users can view, modify and assign that record by default, without the need for collaboration access rights.
- Privacy Level: Dictates the collaboration level of that entity record. Privacy Levels are Read-only.
They are either set automatically by the system where Privacy Level Assignment Rules (PLARs) are defined in the system or by dedicated action. Refer to Security Management for more information.
If no group is defined when creating records of these entities the system automatically sets the 'Owned by Group' to the group of the logged in user or based on geographical areas if any are set up. | - Accounts Receivable
- Communications
- Contact Information
- Warehouses
- Leads
- Resource Plans
- Subscriptions
- Activities
- Service Requests
- Jobs
- Reward Offers
|
|---|
Implicit Viewing Access | Entities which don’t hold information regarding the owner of a record. They can be viewed only by users belonging to the group that owns their master entity or by users whose group collaborates with the group of the master entit The master entity of an Implicit Viewing Entity is an Explicit Viewing Entity. | The second entity available in each row, denotes the master entitiy which has 'Explicit Viewing Access' and from which the viewing access is implied - Financial Transactions - Accounts Receivable
- Bills - Accounts Receivable
- Rated Billing Items - Accounts Receivable
- Notifications - Contact Information
- Wallets - Accounts Receivable
- Wallet Transactions - Accounts Receivable of Wallet
- Reward Transactions - Accounts Receivable of Rewards Participant
- Installed Items - Warehouses / Jobs / Subscriptions (depending on allocation)
- Delivery Notes - Warehouses
- Warehouse Transactions - Warehouses
- Resource Plan Entry - Resource Plans
- Resource Plan Entry Working Hours - Resource Plans
- Award Reward Transactions - Accounts Receivable of Rewards Participant
- Spend Reward Transactions - Accounts Receivable of Rewards Participant
- Reward Participant - Accounts Receivable
- Subscription Actions - Subscriptions
- Provided Ad Hoc Discounts - Subscriptions or Jobs
- Applied Additive Discounts - Subscriptions or Jobs (Ad hoc or auto-apply)
|
|---|
Global Viewing Access | Entities which can be viewed by everyone. | - Entities not specified as entities with explicit or implicit viewing access
- Entity types
- Configuration entities
|
|---|
Exceptional Viewing Access | Entities with specific viewing access | - Resource Requests
- Viewed by units that requested the resources.
- Viewed by units which are requested as resources.
- Viewed by super users.
- Groups
- Viewed by users who access the system using a unit that belongs to the specific group.
- Viewed by users who access the system using a unit that belongs to a group that collaborates with the specific group (provided "Share My Group" is selected).
- Viewed by super users.
- Units
- Viewed by users who access the system using the specific Unit.
- Viewed by users who access the system using a unit that belongs to the same group as the specific Unit.
- Viewed by Users who access the system using a unit that belongs to a group that collaborates with the group that the specific unit belongs to (provided "Share My Units" is selected).
- Viewed by super users.
- Users
- Viewed by users who access the system using a unit that belongs to the same group as one of the units that the User belongs to.
- Viewed by users who access the system using a unit that belongs to a group that collaborates with the group that includes one of the units that the User belongs to (provided "Share My Units" is selected).
- Viewed by super users.
|
|---|
Controlled Selection Access | Entities which can be selected by all users, but with restrictions defined at the module level by defining the Allowed Organisational Units (AOUs). - Entries of these entities can be viewed by all users (regardless of the AOUs) if they have already been selected and applied on another record.
- Any entry of such entity created with defined AOUs cannot be set as a default value within the system, as it won't be available for Users belonging to any Organisational Unit.
Entries of this entities have a definition section where all the AOUs which can select those records are specified. The following options are available: - Communities: available for all users of groups or units belonging to specified communities.
- Groups: available for all users of units belonging to specified groups.
- Units: available for all users of the specified units.
- Users: available for all users of if no AOU is defined
| - Price Plans
- Additive Discounts
- Warranties
- Vouchers
- Privacy Level Groups
- Presentment Preferences
- Communication Queue External Systems
- Communication Templates
- Additive Discount Definitions
- All Transactional Entity Types
- Activity Types
- Communication Types
- Lead Types
- SLA Types
- Warranty Types
- Job Types
- Order Types
- Service Request Types
- Subscription Types
- Financial Transaction Types
- Voucher Types
- Wallet Transaction Types
- Reward offer Types
- Reward Schemes
|
|---|
Contact Information based Entities | Records of these entities cannot exist if they are not associated with contact information. For these entities, a contact must be selected when creating a new record. | - Accounts Receivable
- Activities
- Communications
- Leads
|
|---|
Accounts Receivable based Entities | Records of these entities cannot exist if they are not associated with an accounts receivable. For these entities, an account must be selected when creating a new record. | - Subscriptions
- Jobs
- Service Requests
- Wallets
|
|---|
Assignable Entities | Entities which require a course of action and can be assigned to a unit or a user, which will be responsible for performing the actions. Assignable entities have their records assigned to either a unit or user. This is done through the 'Assigned To' component which is globally used by all Assignable Entities. The component includes the following: - Assigned to Unit: The unit that should deliver the task. It defaults to empty and must be specified. If the 'Assigned to' user is specified, then it automatically defaults to the unit that the 'Assigned To' user belongs to.
- Assigned to User: The user that should deliver the task. It defaults to empty. If the 'Assigned To' user is specified then the 'Assigned To' unit defaults to the unit that the 'Assigned To' user belongs to.
| Note |
|---|
It is possible to only define the unit when creating an Assignable Entity. In this case, before any further processing, the entity must be 'Accepted' by a user that belongs to the defined unit, via the dedicated ACCEPT Action. In the case that only a user is selected, then the system will automatically set the unit to that which the defined user belongs to. |
| - Activities
- Service requests
- Jobs
- Leads
|
|---|
|
...