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and Sub Record level security management, including Record, Tab and Section
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Many Tracker installations start off by creating isolated Virtual Environments for different groups and usage purposes. E (i.e. virtual relationship management environments for Clients, Prospects, Supplier, Investors, Help Desk etc.). This provides for the empowerment of many different groups of users. Tracker does this without creating separate incompatible installations of different relationship management systems, and while keeping open - the possibility for cross Virtual Environment information sharing and built-in integration.
Organizations are looking for opportunities to increase customer, investor and partner service levels to drive down costs and reduce churn. In addition they want the agility to seize opportunities for collaboration and revenue growth. Tracker opens up possibilities to effectively share information to achieve these goals while retaining control of the information.
One of the key features of Tracker Virtual Environments is the ability to create virtual teams. For example a sales group can have a view into customer support and order fulfillment in one product line to make sure the customer is happy. They can then share this happy customer with a second product line’s sales team to cross sell. They can do this without fear of their data being changed by the second team because they can control the information sharing permissions. Sales management is happy because they can maximize their opportunity with the customer.
Controlled Information Sharing.
With Tracker 5.0, Enterprise Edition TRM™, each Company, Contact and Activity record has its own associated security and cross Virtual Environment permissions management capabilities.
It is easy for permitted users in each Virtual Environment to selectively share records or any parts of records with any other user or group within the same Virtual Environments as well as other Virtual Environments. A record can be shared in read only, or the sharing person or group may allow edits, deletes etc.
Record level permissions can be easily examined and changed by the appropriate user or an administrator, using any of the following methods:
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- The Permissions tab which is available for any Company, Contact or Activity
record.
- Through the intuitive hierarchical permissions inheritance mechanism, which uses Tracker’s renowned Company – Contact – Activity hierarchy to automatically inherit permissions in a top down approach.
- In batch by running a query using Tracker’s powerful QBE (Query By Example) query designer, then previewing the affected Companies, Contacts and Activities, and committing or rolling back the changes;
by allowing the users of one Tracker Virtual Environment™ a set level of permissions to all Companies, Contacts and Activities in another Tracker Virtual Environment.
- Across Tracker Virtual Environments™, by assigning Permission to the records of one Tracker Virtual Environment™ to another Tracker Virtual Environment™.
- Different levels of Permissions can be set for:
- Specific users and groups in the user’s current Tracker Virtual Environment™
- Specific users and groups in any other Tracker Virtual Environment™ that is available to the user.
For each of the above, a different combination of the following Permissions levels can be set - for the whole Record or per specific Tab or Section – Field; this includes any user defined Company Role, Contact Role and Activity type:
- Read
- Modify
- Delete
- Permission
- Deny
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