Exact Synergy Enterprise

InterConnect for Macola Contact Roles

Use the Interconnect - Add Contact Roles: Settings to add a role to a contact. For example, you could use this to allow contacts to create a quote by giving contacts the quoting role. This is the only way to add a role to a contact. Before you can add a role to a contact, the contact must have portal access.

There are two ways to see the roles for a contact:

1. Open the contact card and click Marketing History to see the latest role that has been added.
2. Open the System, Roles and click the number under the Members column to see the list of employees and contacts that have the selected role.

Adding a Role to a Contact

1. Navigate to the main InterConnect screen.
2. Click Setup.
3. Under the General heading, click Contact Role Addition.

   InterConnect with a Macola ES back office:

   

   InterConnect with a Progression back office:

   

4. Division: Select a division.
5. Role: Select a role. There are system roles and user defined roles. The roles for InterConnect are user defined roles.
6. Person: Enter the resource number for a contact, or click the search button to search for a contact by name. The search shows only Customers, Resellers, and Suppliers (no employees).
7. Level: Select a level within the division.
8. Click the Save button.
9. Click Close button.
10. To add another role to a contact, repeat steps 1 through 9.

If you attempt to give a role to a contact that already has the selected role, the system gives the message "Role Already Exists for this user."

Removing a Role from a Contact

1. Browse to the main System page.
2. Click Setup.
3. Under the Security heading, click Roles. This shows a list of all roles that have been defined.
4. Find the role associated with the contact, and click the number (under the Members column) that is beside the role. This shows a list of employees and contacts associated with the role.
5. Find the contact and click the link in the Level column. This opens the System: Role - Member page.
6. Click the Delete button.
7. At the prompt "Are you sure that you want to delete this role?", click Yes. This removes the role from the contact.

InterConnect for Macola Introduction and Document Index (Progression back office)

InterConnect for Macola Introduction and Document Index (Macola ES back office)