4 Replies Latest reply on Nov 15, 2013 9:03 AM by Kirk_1

    Priviledge Set

    Kirk_1

      Title

      Priviledge Set

      Post

           I'm trying to control who can take a customer off credit hold.

           I have a Boolean check box for "has credit"... if hascredit = 1 then they can edit the customer layout. Ive testes that and if it isn't a 1 they can't edit.

           The issue is not all of the "people" in the customer layout needs credit. Some are there because i used the customer layout to populate shipper and consignee addresses.

           Id like a way to auto enter the 1 in the has credit check box to quickly get someone in the customer layout editable and usable. We have procedures in place to ensure we get a credit application back.

           If i do a script on exit of one of the fields, that sets a 1 in the box... anyone exiting that filed again can take them off hold. I tested it by logging on under that privilege set and it checks the box.

           Any ideas?