Tina Deans
Activity overview
Latest activity by Tina Deans-
Tina Deans created a post, lock down certain customer types
We would like it so certain customer types can only be assigned by certain people. An example would be for on account users where we don't want the salespeople to be able to assign this customer t...
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Tina Deans created a post, locking customer records - Sold To
HI It would be good to have the option to lock certain customer records so that the sold to can't be changed. We have certain customer records we would like to lock down so that they can't be cha...
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Tina Deans created a post, default filter in provider earnings print and post routine or just order stores showing
HI For the print and post routine for proivders, we have different people working across different stores it would be good if we could load a default filter so that they default to just the releva...
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Tina Deans commented, Thanks for the update
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Tina Deans created a post, Provider records - invoice details from subcontractor
HI To satisfy audit requirements for our tax department we would like to enter the invoice date and number on the provider records when using HR to process payments. Would it be possible to have...