Client Information

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 Search and read information on a customer

Menus include:

a. General Details

b. Contacts

c. Dashboard

d. Quotes

e. Sales Orders

f. Last 15 invoices

g. Units by month information

h. Invoice graph

i. Attachments

j. Navigate to client

 

    

 

Security setup

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

This setting is controlled in Webaccounting security in the user setup menu.

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