Client Information

Security setup

Video trainingTraining manualManual 2016 - Click Here

 Search and read information on a customer

Menus include:include the following:

a.

• General Details

b.

• Contacts 

c.

• Dashboard

d.

• Quotes

e.

• Sales Orders

f.

• Last 15 invoicesInvoices

g.

• Units by monthMonth
information

h.

• Invoice graph

i.

• Attachments
Attachments

j.

• Navigate to client

 

    

 

Security setup

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

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

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