Sales Processes
Contact Screen
Nick Claxson
2017-09-12
Afternoon

Version 8.3 Standard ERP


On the contact screen you have three buttons which are on the right next to the operations cog.

The three buttons are set that they are a circle of dots (which shows all contacts), three dots (which does nothing), then a single dot (which shows only contact linked to the rep code of the current logged in user).


How do we setup the three dots. Ideally I want this to show all customers for all users.

Many thanks
Nick
This answer was correct
Created byHansaWorld08:57 13 Sep 2017
Good day Nick,

I have added a link below which describes in detail how you can use the Limited Access Buttons. It describes what each button is needed for as well how to setup this feature.

http://hansamanuals.com/main/mailnumber___5469/theconf___491/version___81/english/hwconvindex.htm?shortcode=HW0107PERS_Entering_Access_Card

If you would like all your users to have No limitation, this can be specified on the Person Card. On the Access tile, there is a box called Limited Access and here you can select No limitation.

Kind Regards,
Tayla Anniciello
Reply
This answer was correct
HansaWorld
2017-09-13
Good day Nick,

I have added a link below which describes in detail how you can use the Limited Access Buttons. It describes what each button is needed for as well how to setup this feature.

http://hansamanuals.com/main/mailnumber___5469/theconf___491/version___81/english/hwconvindex.htm?shortcode=HW0107PERS_Entering_Access_Card

If you would like all your users to have No limitation, this can be specified on the Person Card. On the Access tile, there is a box called Limited Access and here you can select No limitation.

Kind Regards,
Tayla Anniciello
Reply
Nick Claxson
2017-09-13
Created byHansaWorld08:57 13 Sep 2017
Good day Nick, I have added a link below which describes in detail how you can use the Limited Access Buttons. It describes what each button is needed for as well how to setup this feature. http://hansamanuals.com/main/mailnumber___5469/theconf___491/v
Thank you Tayla.

One further question as I noted on the access screen we can upload the employee photo onto the person register. Is this used anywhere else on the system such as when they login can it be displayed etc ?

It would be a graphical image of who is logged in and does it look like the user.

Many thanks
Nick
Reply
Tomas J.
2017-09-14
Hello Nick,

Uploading photo is just for that register. It doesn't do anything more.


Best regards,
Hansaworld support

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