Managers setup in the Site Managers window on the Customer
Management tab of the Configure System
Settings with code or initials and name, can be associated with
each site in Customer Site
Information.
Site Managers are useful with the Job Costing feature as
outlined in the Job Costing Overview.
An operator must be assigned a Security Role that allows permission to the Customer Management - Site Managers in order to access this table.
The prompts are:
ACTIONS:
Additional actions provided by buttons on
the Site Managers screen include:
If the Site Manager is not in use the manager is deleted and the remaining managers are re-displayed.
A warning will be displayed if the Site Manager is still
assigned to any site, a VIEW button is provided to
see any associated customers and sites.
The manager's name must be removed or changed for each of these
sites before the site manager record can be deleted.
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