Using CVR Integration
The content of this website is last updated to F2 version 10. cBrain are working hard on supplying you with the newest documentation of F2. |
In order to use CVR integration in F2, the add-on must be installed and a subscription to the Central Business Register must be in place.
Prerequisites
The CVR integration requires a subscription to the Central Business Register. The subscription is made in cooperation with the Danish Business Authority (Erhvervsstyrelsen).
Contact cBrain for more information about setting up the CVR Integration add-on module.
Finding a business in F2
When the CVR integration prerequisites have been met and the add-on set up, the selected business information is available via the “External participant” node in F2’s participant register.
To find an external participant, switch to the contacts view in the main window. This is done by clicking the Contact registry icon on the navigation line above the search lists, or by using the shortcut Ctrl+K.
Select the “External participant” node to view your organisation’s external participants.
Participants created via the CVR integration are placed in the “CVR” node, which is a child of the “External participant” node in the participant register. The “CVR” node contains the organisation’s external contacts sorted by industrial classification code as shown below.
Click on an industrial classification code to display businesses with a CVR number related to that code.
Right-click on a participant and select Properties in the context menu to see further information about the participant.
The dialogue “[Participant name]” contains the participant information across the tabs “General”, “Identification”, and “Other”. The fields selected when the CVR subscription was created are filled in with up-to-date information from the Central Business Register.
On the “Identification” tab, the date and time for the last update from the CVR is displayed.
CVR integration and records
CVR integration can be used to attach a participant to a record. This makes collecting information on a record’s participants easier and ensures that the information corresponds to what is listed in the Central Business Register. This function is useful when merging information during case work or when sending correspondence.
It is possible to automatically merge information with documents by using the F2 Merge codes add-on to add businesses as participants on records and cases. The merge codes help ensure that e.g. the contact details of a business are free from typos and other errors.
Businesses in F2’s participant register can also be added as recipients for deliveries via Digital Post, e-Boks, and remote printing (documentation available in Danish). As with merge codes, the integration with the CVR ensures that F2’s participant register is always up to date with the latest information on the recipients.