Skip to main content

Client Information

Security setup

Video Training Manual 2016 - Click Here

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