Customer Info Group
|Customer Name||The name of the currently selected Employee.|
|Customer ID||Identification number associated to the current Employee.|
|Department Name||Name of the currently selected Employee dept.|
|Branch||Supplier branch attached to the current Employee.|
|Address||Address of the current Employee.|
Add New DNA Group
|DNA Type||This field will default to CustomerDNAEmployee when accessed through the Employee section.|
|Employee||Select the employee that should not to be assigned to the Employee.|
|Comments||Indications as to why the employee is assignable can be entered here.|
|Apply to all departments||Check this box to indicate if the "do not assign" applies to the Employee's departments.|
When an employee is marked as DNA from the Employee record (Employee > Actions menu > DNA), the employee is listed in the EmployeeDNACustomer area of the DNA window.
When a customer is marked as DNA from the Customer record (Customer> Actions menu > DNA), the employee is listed in the CustomerDNAEmployee area of the DNA window.