Setup: Client and Group Alternate Codes

Sets access rights for items on the Setup: Client and Group Alternate Codes menu. Select those options you want users to be able to access (images\checkmar_shg.gif).

Alternate Codes: Create/Delete

Select to allow the user to create or delete alternate codes for clients and groups.

A user cannot be given rights to create and delete without having the right to edit records. Alternate Codes: Edit must be selected first to activate this box and allow creation and deletion rights to be granted. If Alternate Codes: Edit is deselected, this box is cleared and grayed out.

Alternate Codes: Edit

Select to allow the user assigned as the partner or manager of the client or group to modify or print client or group alternate codes. When this box is checked, Alternate Codes: View only option is deselected.

Having rights to edit does not include rights to delete group records. For that, the check box Alternate Codes: Create/Delete must be selected.

Alternate Codes: View only

Select to allow the user assigned to the client or group to access or print client or group alternate codes. When this box is checked, Alternate Codes: Edit option is deselected.

Related Topics

  • Client Setup - Staff tab
  • Group Setup - Other Info tab