Is there a way to set up employees so that they can edit only certain aspects of a customer's account? Specifically, I would like them to be able to add alerts and notes, but not to be able to take customers off hold.

We are using AR 9.0C

Thanks for any advice you are able to give on this subject.

Barb

You can give a user permission to only edit the customer notes.

Hi Barb,

It is possible to allow staff to enter Notes for customers but not edit anything else (this includes Alerts). In security, set the group to not allow allow access to Edit customers. Also check the Option for Customer Notes. This means that when a user who belongs to that security group uses the Inquiries / Customers process, they will see an 'Edit Notes' button from which the can view the customer, but have access to adding or editing notes.

There currently aren't any other security settings in Receivables to allow specific access to other customer information.

Thanks very much, this is helpful!

Barb