Relationship Management

Isah now has a new method for displaying and linking messages and actions. These actions are no longer carried out in an explorer tree, but in a list, as is customary in Isah.

Messages are registered in a list on the Messages form. A separate pane allows you to link the message to other entities, such as a customer.

Actions are registered in a list on the Actions form. A separate pane allows you to link the action to messages.

Note: A user who needs to be able to link messages to an entity, should at least have View rights to the form of the entity itself, Add rights to the entity's relationship management program code, and View rights to a preset on the form where the link is created. (The relationship management program code is linked to a linking form only for customers, suppliers, employees, objects and customer and supplier contacts. For other entities, the program code is not linked to a form). The application administrator should take care of this. For example, if a user must be able to link a customer or part to a message, the user must have rights to the following program codes: