Difference between revisions of "Troubleshooting: Filter by Salesman - Sales agent can access other agent’s customers"

From AutoCount Resource Center
Jump to navigation Jump to search
(Created page with "'''Question:''' I am using filter by salesman module, why the sales agents can access other agent’s customers? File:Fbs1.jpg File:Fbs2.jpg File:Fbs3.jpg...")
 
m (Protected "Troubleshooting: Filter by Salesman - Sales agent can access other agent’s customers" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite) [Delete=Allow only administrators] (indefinite)))

Revision as of 07:59, 8 December 2017

Question: I am using filter by salesman module, why the sales agents can access other agent’s customers?


Fbs1.jpg


Fbs2.jpg


Fbs3.jpg


Possible Reason:

You have not enabled the option “Apply Filter by Agent in Lookup Editor”. Thus, Sales agent can access other agent’s customers.


Solution:

To control sales/purchase agents’ rights to access other agent’s customers, check the checkbox Apply Filter by Agent in Lookup Editor under Tools > Options > General > Application Settings.


Fbs4.jpg


Sales/purchase agent only can access to their own customers now.


Fbs5.jpg


By: Lay Swan 171006, KM 171009, P171020



Go to menu

IconAcc20.PNG AutoCount Accounting 2.0


IconAcc188.PNG AutoCount Accounting 1.8 / 1.9
Wiki-Payroll.png AutoCount Payroll
Wiki-POS.PNG AutoCount POS


Wiki-AOTG.PNG AutoCount On The Go
Wiki-Accounting-Plugin.png AutoCount Accounting Plug-In Documentations