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@@ -18,7 +18,6 @@ Full access
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- Service manager
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- Sales
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Read only access
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- Business administration - restricted
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@@ -28,11 +27,9 @@ Read only access
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## How to access Customer contacts
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0000000000 CONTINUE HERE 00000000000000000
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Customer contacts are accessed in the following ways:
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- From the `Accounting` navigation pane `Customer contacts` item
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- From the `Customers` navigation pane `Customer contacts` item
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- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) any Tax code selection list on any other form where Customer contacts can be selected such as the Work order, Quote and Preventive Maintenance forms
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- From any [data table](ay-start-form-data-tables.md) column showing Customer contacts such as the [Work order list](svc-workorders.md)
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@@ -78,11 +75,10 @@ The Tax code edit form contains all the [standard edit form](ay-start-edit-forms
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This is the name of the rate as it's displayed in forms and reports. A rate name must be unique from all other Customer contacts entered. Remember this is the Name that Customers will see on reports if provided to them.
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0000000000000000000000000000000000000000000000000000000000000000000
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# CUSTOMER-CONTACT Placeholder
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[UNDER CONSTRUCTION]
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#b4beta (this is new and should be doccd)
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@@ -90,10 +86,11 @@ This is the name of the rate as it's displayed in forms and reports. A rate name
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This form is used to manage Customer type Users known as "Contacts" in AyaNova.
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## LOGIN NAME
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We recommend using the users Email address as their login name
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## User Settings
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This section is a duplicate of the [User settings](home-user-settings.md) form and is available to the Contact user to manage their own settings only if enabled under [Global settings](adm-global-settings.md).
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Note that Tags are not visible to Contact type users anywhere in AyaNova as that is considered private information to be used only by regular AyaNova Users ("Inside" Users - staff) so the Tags section of a Customer Contact form is available only when opened by a inside staff type (non Customer) User with sufficent rights.
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