Bank contacts

Security

Set up bank contacts to keep track of the people you work with at your bank(s). While a bank can have many contacts, a particular contact can only be associated with one bank. Bank contacts are stored as separate records so that banks can be filtered and sorted in the HD view like other entities.

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Bank contacts security

Common accesses available on bank contacts

Access A user with this access can...
Change Use the mass change action on bank contacts.
Custom Fields Create and edit custom fields for bank contacts.
Data Have read-only access to bank contacts from anywhere in the software (e.g., field validations, filters, date expressions).
Delete Delete bank contacts.
Edit Edit bank contact records.
Export Export bank contact records from ActivityHD.
Import Import bank contact records into ActivityHD.
New Create new bank contact records.
Read Have read-only access to bank contact records.
Report Run reports with bank contact information.
Report Designs Create and edit report designs with bank contact information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers Create and edit action profiles and report profiles related to bank contacts.
Shared Filters Create and edit shared filters on bank contacts.
Visible View the Bank contacts folder in the Navigation pane.

 

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Report Email dialog

From
The email account from which to send the email. Valid options are:
  • Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
  • Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
  • Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.