Can view contacts table — allows viewing contact base on the “Contacts” page (main dashboard with contact profiles and details). Otherwise, the “Contacts” section in the right menu sidebar is disabled and never shown
Can view the customers — allows viewing contact profiles of your contacts (buyers). When turned off, the user will be unable to use the auto-select feature for data entry (i.e. when creating new Orders in the system). This potentially calls for a duplicate issue.
Can view the suppliers — allows viewing contact profiles of your suppliers (vendors). When turned off, the user will be unable to use the auto-select feature for data entry (i.e. when creating new Postings in the system). This potentially calls for a duplicate issue.
Can view the balances — allows viewing balances directly in contact profiles or when making a corresponding selection in Orders, Sales, and Postings
Can adjust balances — allows adjusting balances in contact profiles. Otherwise, the “+ Balance adjustment” button is disabled and never shown in contact profiles
Can create contacts — allows you to create new contacts. If this permission is disabled, the create button will not appear on the Contacts page or in contact selection windows.
Can edit contact — allows editing details in contact profiles (name, mobile, address, custom fields)
Can delete a contact — allows making contact profiles and details completely removed from the system. Otherwise, the “Delete” button is disabled in contact profiles and never shown on the “Contacts” page or elsewhere
Can see calls — allows accessing the “Calls” tab in the dialog window of the Contact to check dialing list or listen to call recordings
Can edit personal contact discount — gives access to personal discount setup in contact profiles. Otherwise, corresponding fields can not be modified
Can export data — enables the “Export” button to save the contact base in the Excel file format
Can import data — enables the “Import” button to download the contact base in RO App using external data in the Excel file format.