Client Visit

• Visit
• Client Visit Setup
• Search Window

Visit

Client visit allows you to capture the following for a client/ customer you are visiting:

• Capture Timesheet
• Email Timesheet/ client visit to self
• Open support Log
• Create reminder
• Clone Log
• Clone Log
• Create Quote
• Create Sales Lead
• Add notes to the customer
• Create Quick Stock Count

Video Training Manual 2017 - Click Here

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Old Video Training Manual 2016 - Click here

Client Visit Setup

Security setup

You can setup security access for client visit on the Huge ERP system.

This will allow you to control who sees what on their Webatar mobile

To be able to add security to users Webatar go to:

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

Click on Edit to edit the existing Webatar role or click Add to create a new Webatar mobile app role

This will lead you to the Items tab, add all put a tick on any items that a user will need access to

Once complete click on the Menu Tab

Select the menu you want to add security for 

In this case, select Client Visit

The user will only have access to the menus on the right and not the left

Click Save and Close 

Make sure you put a tick on by Mobile Access

Then click save and close again 

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Webatar Security View

To view security changes, you need to open your Webatar to sync, so all changes can take effect.

Below is how security menus will be displayed on the Webatar App

All menus that the user does not have access to will not show

Search Window

The search window has three main sections

1. Search button
2. Refresh button
   
3. Add button

Search	Search for specific time logs
Refresh	Click on this button to see existing time logs
Add Button	Add a new time log