Search results by user ID 5711

Re: new copy of invoice -Tab link choose and limitation

karen — Thu, 13 Sep 2012 19:43:28 GMT

Chad, thank you so much for the details.

I am still confuse about "Replace links to an existing screen", like said, if this new invoice screen is created for sales person only ( they can only read invoice, cannot edit and print save,,) so I need to choose it right , that's mean any new invoice come in or change , they will see the exactly same ( but cannot edit). If I choose “add a tab link" the new tab will replace the existing tab correct (invoice 2 tab will replace invoice 1)

Thank you again !

Re: new copy of invoice -Tab link choose and limitation

karen — Thu, 13 Sep 2012 18:09:10 GMT

Can someone help ? Thank you !

new copy of invoice -Tab link choose and limitation

karen — Wed, 12 Sep 2012 19:45:01 GMT

Hello,

I want to create/ add a new invoice screen/view to limite the user (1) on step 3 which one do I need to choose ? and what's the different if I choose other options? (2) also how do I limit the invoice access by "sale rep" , for example: Tom as a sale person, login as Tom, and he can only read the invoice which rep is assigned under: Tom not other invoices. (3) If I also want Tom can read , edit and update his own customer information, NOT EDIT INOVICE, what should I do it ? Thank you for your time!

Step 3 of 3: Tab Link

Choose a Tab to add a Tab Link to:

Do not add a Tab Link

Replace links to an existing screen:

Add a Tab Link

Screen To Replace Links: