Browse By Tags

  • Customer Activity Screen and Deleting Items

    Hi all, We have 3 users who access our accounts, and we use Remote Desktop Connection. One of the users, our credit controller, if they go to Customer->Activity screen does not seem to have the Delete button at the top. However, if they go to Customer…

  • Can users have access to delete Customer Contacts without granting access to delete Customers?

    It seems like when I remove the ability to delete a customer record (via Role Maintenance) it also removes the user's ability to delete the customer's contact records. Is there any way around this so I can have users delete contacts but not customers…

  • How to remove an opening balance from a customer account?

    I tried to delete an OB when editing a customer, but I get an error: The record could not be deleted. Possible reasons: remaining bal. on acc.; trans. associated with acc.; acc still associated with projects). I have an account with an OB…

*Community Hub is the new name for Sage City