How to Set Compulsory Select Agent
Overview:
End-users may forget to select the Agent in the transaction which will affect the reporting related to Sales by Agent. Compulsory Select Agent is used to prompt end-users if they have not selected the Agent.
Note:
This is only applicable to the following Optimum Packages:
- Optimum Financials
- Optimum Advance
- Optimum Core
- Optimum Edge
- Optimum Ace
Procedure:
There are two ways this is done, per User Role or per User.
Per User Role
1. Go to Maintenance > User Roles > User Default Role Settings.
2. Select a particular User Role and tick Compulsory Select Agent then click Save.
Per User
1. Go to Maintenance > User Roles > User Default Settings.
2. Select a particular User and tick Compulsory Select Agent then click Save.
Application:
If the end-user forgot to select the Agent, the dialog box below will appear upon saving which prompts the end-user to select the Agent because it is compulsory.
| For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph |
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