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The Profile 360 concentrates all routines related to the account, subdivided in contexts.
Example:
After selecting the context Sales in the menu Customer/Other Actions/Profile 360/Sales, the executive has access to the following entities:
- Activities;
- Notes;
- Opportunities;
- Sales Orders;
- Contracts;
...
- Rule: describe the rule that is registered.
- Comments: enter the configuration the routine is defined.
- Transaction/Routine: select routine.
- Access: define if the access is allowed or denied.
4. Click Save.
The definition of privileges determines if the user has permission to Add, Edit or Delete a routine that is displayed in the menu loaded by the system, when accessing the Routines of Profile 360 option. |
Further information on Privileges Control, access: Privileges. |
Routine of Profile 360 Addition
1. Access Administration/Profile 360/ Routines from Profile 360.
2. The system displays the registered routines according to role (access profile) of the user.
3. To register a new routine, click
4. Fill out the fields:
- Description: enter the routine name.
- Routine: enter the source name or function.
- Alias: enter the routine table.
- Type: enter P-Protheus (for standard routines), Q - Queries (for query routines), R- Reports (for report routines) or U- Users (for customized routines).
5. Click Confirm.
Routines of Profile 360 Usage
1. To access routines from Profile 360, access Updates/Sales/Accounts/Accounts.
2. Place a customer, then click Other Features/Profile 360.
3. The menu is displayed according to data registered in User Roles routine.
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