Security Options

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Quick Add ConversationCompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

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New DefaultsPrintingStatementGeneralCustomer_Options_Security

Set security for SMS/Text Templates:

This will allow you to prevent certain groups from using, creating or editing templates used for SMS messages, email messages, job cards etc.

Set Security: Quick Add Customer

 

See also Security Setup

Keywords: Security - Quick Add Customer,Security - SMS/Text Templates