Managing Units

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Last updated: Jul 17, 2017 by Former user (Deleted)
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Navigating to Units

FOUNDATION > NETWORK MANAGEMENT > MANAGE UNITS

Using Units

A Unit represents a body of Users belonging to the same team, following identical business processes. The information on a Unit's constituent Sub-Units is stored together with the rest of the Unit data.

The Users and Sub-Units which are part of each Unit can be viewed through the Unit's display although they are managed from other dedicated environments. 

  • Navigate to Units and explore existing entries via the Summary page. 
  • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Unit, modify (EDIT) or DELETE an existing one. 
  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Units. 
  • Click on ACTIONS to discover other possibilities available for Units.
  • Click on the Audit Log button to view a log of changes performed on the displayed Units. 

View the Attributes Table below for a comprehensive description of the Units fields. Check the Validations & Restrictions Table for a list of available Actions when working with Units including each Action's related validations and restrictions.

Validations & Restrictions

ActionValidationsRestrictions
Create
  • Mandatory Fields must be specified.
  • Name and Alternative Code must be unique.
  • A new Contact Information must be created. Existing Contact Information cannot be used.
Edit
  • Mandatory Fields must be specified.
  • Name and Alternative Code must be unique.
  • Information on the Contact Information can be modified; Contact Information related to the Unit cannot be modified.
Delete
  • Units related with Users cannot be deleted unless all their Users are deleted or 'Inactive'.
  • Not Applicable

 

Attributes

An * indicates a field is mandatory.

Name

Description

NumberAn auto-generated number which uniquely identifies the Unit.
Main Information
Name*The Name of the Unit.
Classification*An informational Classification of the Unit which can be 'Internal' or 'External' (no other usage in the System).
Alternative Code*The Alternative Code of the Unit. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
DescriptionA Description of the Unit.
Group*The Group the Unit belongs to.
Community*The Community that the specific Unit belongs to (via its Group).
Contact Information
Contact Information*

The contact details (company or person) for the specific Unit.

  • A new Contact Information must be created as an existing one cannot be used.
  • Use ADD MORE INFORMATION to open the Contact Information Data Entry page.
  • An Accounts Receivable can be also added to the Unit's Contact Information by using REGISTER PRIMARY ACCOUNT.
  • CRM.COM uses this information for Reward Settlement Runs.

Covered Geographical Areas
Defines a list of geographical areas which are covered by the specific Unit. 

  • Mandatory on conditions: This information is mandatory only if the "Set as Owner Unit automatically based on Covered Geographical Areas" option is enabled. A Unit might be covering more than one geographical area.
  • The option to automatically assign the Unit based on Geographical area is also present on Automatic Collaboration Rule (ACR). The System will first go through the ACR and will then check and assign through Units configuration.

 

Assign Unit automatically based on Covered Geographical Areas

If enabled, the specific Unit will automatically be assigned newly created records provided that the location of the customer is within the covered geographical area.

  • If more than one Unit cover the area in question, then the automatic assignment is not performed.
  • This only concerns Assignable Entities. The Geographical Area information is compared to each Entity's distinct address.
Assignable EntitiesEntity address compared against Geographical Area
ActivityAll available Addresses of the related Contact Information ('Active' and 'Inactive').
JobJob Location
LeadAll available Addresses of the related Contact Information ('Active' and 'Inactive').
Service RequestAll available Addresses of the related Contact Information ('Active' and 'Inactive').
AreaThe area covered by the Geographical Area.
District The district covered by the Geographical Area.
Town / City The town/city covered by the Geographical Area.

Sub-Units 

Sub-Units

Displays all the Sub-Units that belong to the Unit. The section includes the following fields which are read-only:

  • Number
  • Name
  • Group 
  • Description

Sub-Units can be added to a Unit through the Add New Sub-Unit Action which is available through the Actions Menu or the Units page.

Users 

Users

Displays all the Users that belong to the Community. The following information is available and read-only:

  • Person Name
  • Username

Users can be added to a Unit through the Units or Users page.

Log Information
Log DetailsThe standard set of Log Details information available in all entities.

Additional Actions for Sub-Units

Add New Sub-Unit

New Sub-Units can be added to a Unit through the Unit's page.

  1. Navigate to Units.
  2. Search for the Unit you would like to create a Sub-Unit for and click on its Number to go to the Data Entry page.
  3. From the Actions Menu click on Actions > Add New Unit.
    1. A modal window will open.
    2. Follow the same process used when creating a new Unit.
    3. Click on SAVE.

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