From a6b3d689af251d28e28116c34945a264e0554bcd Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Fri, 21 Jan 2022 20:09:04 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/cust-contacts.md | 13 +++++-------- 1 file changed, 5 insertions(+), 8 deletions(-) diff --git a/docs/8.0/ayanova/docs/cust-contacts.md b/docs/8.0/ayanova/docs/cust-contacts.md index 913d81de..3d666c7b 100644 --- a/docs/8.0/ayanova/docs/cust-contacts.md +++ b/docs/8.0/ayanova/docs/cust-contacts.md @@ -18,7 +18,6 @@ Full access - Service manager - Sales - Read only access - Business administration - restricted @@ -28,11 +27,9 @@ Read only access ## How to access Customer contacts -0000000000 CONTINUE HERE 00000000000000000 - Customer contacts are accessed in the following ways: -- From the `Accounting` navigation pane `Customer contacts` item +- From the `Customers` navigation pane `Customer contacts` item - 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 - From any [data table](ay-start-form-data-tables.md) column showing Customer contacts such as the [Work order list](svc-workorders.md) @@ -78,11 +75,10 @@ The Tax code edit form contains all the [standard edit form](ay-start-edit-forms 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. - - - 0000000000000000000000000000000000000000000000000000000000000000000 + # CUSTOMER-CONTACT Placeholder + [UNDER CONSTRUCTION] #b4beta (this is new and should be doccd) @@ -90,10 +86,11 @@ This is the name of the rate as it's displayed in forms and reports. A rate name This form is used to manage Customer type Users known as "Contacts" in AyaNova. ## LOGIN NAME + We recommend using the users Email address as their login name ## User Settings + 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). 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. -