How to Set Compulsory Select Agent

Modified on Sat, Sep 24, 2022 at 11:26 AM

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.





NOTE:



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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