Access Customers ― allows the user to access the customer module
Add Customers ― allows the user to add a customer record
Delete Customers ― 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 Communications ― allows the user to view the customer’s Communications
Edit Customer Communications ― allows the user to edit the customer’s Communications
Export Customer Communications ― allows the user to export the customer’s Communications
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 AR 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.
Can See Customer Sales Information ― on the customer list, allow users to see this year, last year and next year sales
Can See Customers GP Information ― on the customer list, allows users to see this year, last year and next year gross profit.
Delete Customer Address ― can delete ship to addresses.
Manage Bank Information – manage bank information