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Set User View

1.0 How to Set User View​

Step 1: Go to Tools | DIY | Maintain DIY

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

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Step 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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2.0 How to Set Customer View by Agent​

Step 1: Set Customer View Filter by Agent LIM

Go to Tools | DIY | Maintain DIY… | View Template

Under Customer | Open, select AGENT Equals 'LIM' | Save

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Step 2: Right-click and Select User View

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Step 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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