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Set User View

Set User View​

  1. Go to Tools > DIY, click on Maintain DIY

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  2. Switch to View Template tab, then click on Load From File to select View Template to load

    Download

    You can download this View Template - View by Agent (Current User) and load to SQL Account.

    This View Template will filter document by Agent, where Agent is match to current login user Code.

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  3. After select a View Template file to load, you can select Load All or Custom

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    • Load All: All the template will load.
    • Custom: Can select all or some template to load.

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    Once completed, Loaded message will prompt and all View Template loaded will show.

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  4. Right-click on View Template and click on User View.

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  5. A list of User will shown, then tick on User View column for the User that want to apply this View Template and click Save.

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    Based on the scenario above, Invoice view by Agent - Current User View Template is applied to SALES user. When SALES user login to SQL Account, the user only can view those Invoice with Agent code equal to SALES

    • Login by SALES

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    • Login by ADMIN

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Set Customer View by Agent​

  1. For the example below, we will set Customer View Filter by Agent LIM

    First, navigate to Tools > DIY > Maintain DIY… and click on View Template

    Under Customer > Open, select AGENT Equals 'LIM' and save

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  2. Right-click and Select User View

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  3. Choose 'LIM' Under User View

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    Under Sales Document Listing, only the sales results for Agent LIM are visible.

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