Mass Loading User IDs to the Contact and Customer Access Lists

Before you can download data from a contact, customer, or vendor record on the host system to your Palm device, you must add your user ID to that record's access list. The SFA.MAINT authorization key allows access to update any customer account, regardless of the accessible branches defined for the customer or the user. Only assign this system-wide authorization key to the Palm SFA Administrator.

Use the Access Control List from Contact Maintenance and Customer Maintenance to add the User IDs of individual sales representatives to customer records.

You can also use the Mass Load application to select and update a large group of records at one time. Request the Eclipse Customer Access List and the Contact SFA List reports for Mass Load from your Palm SFA Support technician.

To use the Mass Load application to select and update records:

From the Other > Tools menu, select Eclipse Report Writer.
In the Design ID field, select either:

CUST.ACCESS.LIST – Selects Customer records.
CONT.ACCESS.LIST – Selects Contact records.

In the Dict Item/Formula column, position the cursor on the ADD.SFA.USER and use the Set Val hot key.

Enter the User ID and Level using the following format: "USERID,LEVEL" where LEVEL is one of the following:

LEVEL	Definition
0	No Access. The denoted User ID cannot download information from this record to their Palm device.
1, 2	View Only or Review. The denoted User ID can download information from this record to their Palm device, but cannot make changes to the record. Due to limitations in the Palm database, Palm SFA treats customer or contact records set to the Review status as view-only records. No changes are allowed. For more information on the Palm device restrictions, see Setting Up Palm SFA on the Host. We recommend you restrict user access to view only for customer records.
3	Full Access. The denoted User ID can download information from this record to their Palm device, make changes, and synchronize the updated information with the host system. We suggest you allow full user access to contact records.

For example, "JOSHB,3" allows the user with the User ID "JoshB" full access to the selected records.

Press Esc to return to the previous screen. Use the Begin Load hot key and then the Begin hot key to load these values onto the host system.

Note: This process does over-write existing data of the selected records.

At the No Input Fields Defined! <A>bort,<C>ontinue,<P>hantom,<S>chedule prompt, press C to continue.
Press Enter when the update completes.
Press Esc to clear the Report Writer/Mass Load Design screen. Repeat steps 3 through 7 with the other report, if necessary.
Press Esc to exit the screen.