Dragones CRM supports the ability to filter user access to Companies based on "Branch" association(s). Currently this feature is only supported in a Steel Plus ERP synchronized environment.

To create a relationship between customers and branches in Steel Plus. Use UTIL4132 to populate the data from a two column CSV file named (UTIL4132.CSV) which lists CUSTOMER-ID, BRANCH-NUMBER. The relationship will be synchronized automatically in Dragones CRM at the next run of the Loader Synchronization. This utility allows a many-to-many relationship. Customers can be associated with multiple branches. Note that the relationship created is only used for Dragones CRM and not visible in the Steel Plus GUI. It is also separate and distinct from the “Owned By Branch” feature in Steel Plus.

To maintain the relationship data use UTIL4437 which creates a CSV file (UTIL4437.CSV) of CUSTOMER-ID, BRANCH-NUMBER. You can edit this file then use this file as the input CSV file for UTIL4132, but first you’d need to rename it to UTIL4132.CSV.

You can also confirm the existing relationships using Relativity. The SPLUS.rct allows access to the CustomerBranchXref table for this purpose. Microsoft Excel or Access work well for viewing data from Relativity.

Once customer and branch relationships are synchronized to companies in Dragones CRM, you can edit user attributes to allow or restrict access to companies based on the existence of branch relationships or the lack thereof.

Further, the Company Main Grid will allow filtering by associated branch.