DNA for Employee

Overview

Updated 09/20/2021

 

The DNA (Do Not Assign) option of the Actions menu allows for you to select employees who should not be assigned to a specific Customer. Selecting the DNA option from the Actions menu of the Employee section or the Shortcut group displays the Employee Customer DNA wizard.

 

 

The Employee Customer DNA wizard is separated into groups. The fields display information or can be populated according to the definitions below.

 

 

Employee Info Group

The Employee Info. group displays the following uneditable data:

Field	Description
Employee Name	The name of the currently selected Employee.
Employee 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.

EmployeeDNACustomer

Displays employees who are not to be assigned to the customer.

Add New DNA Group

Field	Description
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.

Customer Info Group

The Customer Info. group displays the following uneditable data:

Field	Description
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.

CustomerDNAEmployee

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. 

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