Define Security – User Options – Contacts
To change user access to what can be used on the trader card:
- On the Set-up menu, click Company.
- On the tab row, click Logins.
- In the Logins list, select the user. The line is highlighted.
- Click Define Security. The Access Details window opens.
- Click the User Options tab.
- Select or clear the options:
- Disable modification of contact loyalty points – when selected the user cannot modify a contact's loyalty points.
- Click Confirm.