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

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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

 

 

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