Which of the User ‘Roles’ would allow a User to edit a Customers 'Term Code"?
After the most recent update, I have two Users who can no longer edit a Customers ‘Term Code’.
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Hey Jake,
You can allow users the ability to edit terms on the customer record by adding the required user role to the ‘Can Edit Customer Terms’ under the Security by Role config page.
To get there you’ll need an admin user to go over to Admin >> Users >> Security by Role.
Once there add the required user role you want to have that access into that config field and click set. Those users should then be able to edit the customer term field.
Thanks,
Cetec ERP Support