The Profile 360 is a functionality aiming at obtaining the interactions of determined account, concentrated in a single location, through the capture of data from several account interaction points with other entities, processes and actions in a company.

The main purpose of this routine is to provide a full view of the account through the grouping of data from several contact points with a customer or prospect. Therefore, it provides quick access to information related to account, aiming at making business decisions easier and strengthening the relationship through a full view of the account status.

The Profile 360 concentrates all routines related to the account, subdivided in contexts.

Example:

After selecting the context Sales in the menu Customer/Other Actions/Profile 360/Sales, the executive has access to the following entities:

• Activities;
• Notes;
• Opportunities;
• Sales Orders;
• Contracts;

Specific Entities

In Profile 360, customized routines can be added or routines from other modules as well, from the name and nomenclature of table (alias).

The addition of customized routines or other modules routines is performed through a register screen with the following items: customized routine name, name of function the routine is run, table nomenclature and type of function (Protheus Standard, Report, Query or users (customization)).

For customized routines or other modules, you can define the roles the same manner the standard routines.

Premises:

• Define privileges of users accessing the Profile 360:
• Define the User Roles.

Procedures

User Privilege Definition

1. Access Configurator/ User/Password/Privileges.

2. Select a group, then click

3. Fill out the fields:

• Rule: describe the rule that is registered.
• Comments: enter the configuration the routine is defined.
• Transaction/Routine: select routine.
• Access: define if the access is allowed or denied.

4. Click Save.

Routine of Profile 360 Addition

1. Access Administration/Profile 360/ Routines from Profile 360.
2. The system displays the registered routines according to role (access profile) of the user.
3. To register a new routine, click
4. Fill out the fields:

• Description: enter the routine name.
• Routine: enter the source name or function.
• Alias: enter the routine table.
• Type: enter P-Protheus (for standard routines), Q - Queries (for query routines), R- Reports (for report routines) or U- Users (for customized routines).

1. Click Confirm.

Routines of Profile 360 Usage

1. To access routines from Profile 360, access Updates/Sales/Accounts/Accounts.
2. Place a customer, then click Other Features/Profile 360.
3. The menu is displayed according to data registered in User Roles routine.