How to Set Compulsory Select Agent

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