59.12.2.3 Other data

The Other Data tab allows administrators to define additional data, such as shipping information and the credentials to authenticate to Etere Web services (if available on your system). For Etere Web, there is another tab named 'Web and rights' where the administrator can define the permissions. 

The fields in this tab, described below, are divided into four main sections: Accountancy data, Relationships, Access, and Resources management. 

As the Personal data form tab, this tab changes its content according to the type of personal data entry (mainly person or company). All four sections are available for companies, while only the Access section is available for the personal entry type.

Other_Data_tab.

Accountancy data
Inventory data - Specify the shipping address for transportation documents (DDT Shipping) and the Shipping and Transport codes.
Administration Office - Address to be used for invoicing if different from the previous one.
Price colour (CL) - Select the price list classification to be used by default for the current user on sales proposals and orders.

Relationships
Target customer - Target customer to which the current person/company is related.
Media Center - Media centre to which the current person/company is related.
Agency - The agency to which the current person/company is related.
Export - The reference field is exported through the TXT Money export to detail, for example, the system to which data will be exported.
Product code - The category to which the product related to the contact belongs (e.g. alcoholic drinks). This information automatically proposes a product code each time a new proposal/order is created for the current customer contact.
Automatic proposal approval - Enable this flag to approve all proposals related to this customer automatically. Proposals will be auto-approved even if the "auto-approval" is disabled (see Sales > Parameters).
This parameter is helpful in directly approving proposals from a particular agency, thus making them "approved" as soon as they are "sent to evaluate" (see Sales > Manage a proposal).

Access
User Name & Password - Specify the access credentials to be used by the current company/person to access Etere's web applications (e.g. EtereWeb, Web Services, etc). Please note that both fields must be correctly compiled to be saved and updated.
NB: If you are accessing Etere via Active Directory, the User name and Password fields would be invisible because Etere will use the active directory credentials.
NB: The password specified here is subordinate to the rules set in Etere Configuration > Settings > Passwords (length, validity, mandatory characters, etc.). If the password inserted does not follow those rules, a warning will be prompted when saving.
Virtual Document - Associate various documents to the person or company in question. This could be scanned invoices, contracts, etc.

Resources management
Can take jobs - This flag determines if the contact is allowed or disallowed to receive assigned tasks derived from worksheet actions. Please note that, by default, this parameter is enabled only for Etere users.

In the Personal Data window, the creator of the Personal Data form is displayed at the bottom left corner for accountability and data integrity. The last update date and time of the personal data information are indicated in the bottom right corner as the user who modified it.