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Mapping No.6 - Customers |
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The area Therefore™ has been added to the Actions tab on the customer card. This function area enables communication with the Therefore™ archive and allows relevant customer- related documents to be saved.
Figure 7: Customer Card - Action-Buttons Therefore
View
Shows the Therefore™ documents archived for this customer.
Add
Enables new Therefore™ documents to be added to the selected customer.
Scan
Scans and adds a new document.
Show Navigator
Opens the search window of the Therefore™ Navigator for the category Customer Documents.
Mapping between NAV and Therefore™ for customers is shown in the mapping card in figure 8.
Figure 8: Mapping No. 6 (Customers)
When adding a new Therefore™ document to a customer from NAV, the data entries of the fields: No., Name and Contact from NAV table 18 (Customer) are imported into the Therefore™ index fields (field allocation – database). In addition, text macros are used (Text: [CURRENT_DATE], [USER_ID]) to attribute the current date and the current user as Therefore™ index data. These field allocations can be expanded, but the respective data fields need to be present in Therefore™ and/or NAV.
