This dataset is located in the left column, under the calls section. The linkage of call types and roles is necessary so that employees with different roles can see only specific types of calls.
Detailed Description
The most common linkages found in companies are the roles of regional managers with different types of calls related to the actions of a regional manager. For example, a "tracking call" type can be added, in which the manager needs to enter information about how their employee conducts the call, handles objections, and more. Medical representatives, in turn, do not conduct tracking calls and should not see or fill out this type of call. In this case, a linkage of the Manager_Role and the tracking call type is created in this dataset. Employees who have a role different from Manager_Role will not see such a call type in the list.
Upon opening the Dataset, a table will appear with the following columns:
Id - this displays the ID of the linkage in the database. When adding a new row, this value is generated automatically and there is no need to edit it later. This value may be useful, for example, when submitting a request to technical support.
Call type - the selected call type.
Role - the selected role.
Detailed Description
The user cannot change or view their role. Changes to the user's card are made by technical support or by an employee who has access to the Admin Panel. The user's role can be viewed in the Users section, by clicking on the eye icon next to the interested user in the General section.
Modified - displays the date of the last row change. The time is displayed in Greenwich Mean Time (UTC 0).
To add a new linkage, click on the + Add icon in the upper right corner. After clicking, a window will open where you can fill in the following fields:
Id - this field is not editable, it will automatically be added when saving the new linkage.
Call type - a mandatory field, dropdown list. Only those call types that have already been added in the corresponding dataset can be selected.
Role - a mandatory field, dropdown list. Only those roles that have already been added in the corresponding dataset can be selected.
Modified - a non-editable field, automatically set after a change or addition of a row.
After entering all necessary fields, you can click Save to save the data, click Save and Add More to save the data and open a new window for filling, or Cancel if the data does not need to be saved.