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John Cardinal
2022-01-21 20:09:04 +00:00
parent d3695f24e5
commit a6b3d689af
1 changed files with 5 additions and 8 deletions
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docs/8.0/ayanova/docs/cust-contacts.md
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@@ -18,7 +18,6 @@ Full access
- Service manager - Service manager
- Sales - Sales
Read only access Read only access
- Business administration - restricted - Business administration - restricted
@@ -28,11 +27,9 @@ Read only access
## How to access Customer contacts ## How to access Customer contacts
0000000000 CONTINUE HERE 00000000000000000
Customer contacts are accessed in the following ways: 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 - 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) - 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. 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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# CUSTOMER-CONTACT Placeholder # CUSTOMER-CONTACT Placeholder
[UNDER CONSTRUCTION] [UNDER CONSTRUCTION]
#b4beta (this is new and should be doccd) #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. This form is used to manage Customer type Users known as "Contacts" in AyaNova.
## LOGIN NAME ## LOGIN NAME
We recommend using the users Email address as their login name We recommend using the users Email address as their login name
## User Settings ## 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). 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. 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.