EXPEDIENT SOFTWARE

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Release 17/03/21 – Administration – Customer Personnel – Updates to when you can edit fields

In this release we have made changes to what records you can update within the customer personnel screen. If a customer personnel record is tied to a user masterfile record (as is indicated by the new corporate user flag on the screen) you will receive an error message if you try to update their full name, contact email or direct telephone. This information can only be updated within the user masterfile for corporate users.

We also made changes to when you can update a partner portal users web login email, and this can now longer be updated once the user is activated. If you try, you will receive the following error:

Updated: March 12, 2021 — 1:43 am
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