This release provides a new layout for the Personnel screen within the Customer Masterfile. The Personnel can now be viewed one contact at a time. A list of the autoreports the contact receives is available on the screen and a photo can be attached to each contact.
The Order Tracking details are shown if your site has the Order Tracking module and the Client is set up for Order Tracking.
Double click in the Auto Reports list to view the Autoreport screen. The recipients of the report can be updated in the Autoreport screen.
The Customer Personnel can now be accessed directly from the Administration folder.
Please raise a ticket in Support Tracker if you would like the ability to store photos of Client Personnel.