Client Info

Client Information
Security setup 

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 Search and read information on a customer 

 Menus include the following: 

 

 General Details 

 Contacts  

 Dashboard 

 Quotes 

 Sales Orders 

 Last 15 Invoices 

 Units by Month 

 Invoice graph 

 Attachments 

 Navigate to client 

 

 

 

 

 

 The above menus are controlled by turning what the user sees or does not see. 

 This setting is controlled in Huge ERP security in the user setup menu. 

 System Configuration Module > General > User Setup > Edit User > Module Access tab