Access Customer ― allows the user to access the customer module
Add Customer ― allows the user to add a customer record
Delete Customer ― allows the user to delete a customer record
Export Customer ― allows the user to export a customer record
Modify on hold flag ― allows the user to modify the on hold flag on a customer record
Maintain Customer Specific Pricing ― allows the user to manage the pricing on a customer record
Modify Customers ― allows the user to modify a customer record
View Accounts Receivable ― allows the user to view the customer’s accounts receivables
View Customer Notes ― allows the user to view the customer’s notes
Edit Customer Notes ― allows the user to edit the customer’s notes
Export Customer Notes ― allows the user to export the customer’s notes
Edit Salesperson ― allows the user to edit salesperson on the customer’s record
Edit Territory ― allows the user to edit the customer’s territory on the customer record
Change Credit Limit ― permits the user to edit the customer’s credit limit
Can see customer credit info ― When set, the user can see the customer’s credit status in customer edit and on sales orders.
Can see customer A/R balance ― When set, the user can see the customer’s A/R balance in customer edit and on sales orders.
Show Inactive Customers ― permits the user to see the inactive customer records
Show prospective customers ― Allow users to see customers that are set as prospects.
Change customer code ― Allow user to change a customer code using the code change module.
See Customer Sales Information ― on the customer list, allow users to see this year, last year and next year sales
See Customers GP Information ― on the customer list, allows users to see this year, last year and next year gross profit.