Customer Settings and Categories

User Settings

Info

Customer transactions have their own permissions which are not listed here.

Note

The defaults are the values for new databases and new users. Your database may have different values.

Setting	Description	Default
Accounting > Ledger - Access Allowed to Customer/Supplier Accounts	Yes or No. If no, the user cannot view either the supplier or customer ledger accounts.	No
General > Disable editing of Rep on Customer Transactions	Yes or No. If no, the rep field cannot be edited on transactions. A rep must be selected for each customer on the customer record itself.	No
Sales & Service > View all Customers	Yes or No. If no, reps can still view tickets for their own customers, but not any of the other tickets.	No
Setups > Customers - Access Allowed	None All Own (Rep) This setting determines access to customer records, regardless of where they are inserted (e.g. Customers > Customers). If access is denied, you can still create transactions by selecting a customer from the dropdown list.	None
Setups > Customers Accounting - Access Allowed	Yes or No. If Yes, allows access to the Accounting tab when editing customer records.	No

Info

Categories are optional. Use them to sort and identify customers.

Button	Description
Refresh	Refreshes the display to include any changes other users make.
New	Creates a new line where a category can be entered.
Save	Saves any changes.
Close	Closes the popup.

Field	Description
Field Chooser (*)	Lets you add or remove columns.
ID	The system-generated number for the category.
Description	The name entered for the category.
Menu (...)	Option to delete the category: Click the column to display an X. Click the X to delete the category. Warning: Categories are deleted regardless of whether they are assigned to customers or not.