Friday 27 November 2020

Privacy on Orders - Employee accounts

 There is a new flag on the customer record which will prevent standard users from viewing the prescription details on an order.

Wednesday 25 November 2020

Send an email when 'Watched' orders are completed.

 Orders can be marked as watched when there is a need to follow the progress of the order. Usually this is because there is a dialogue with the customer over the order.  There is now a setting to send an email when these orders have been completed.


More information is here:Email watched

Sunday 15 November 2020

Restricting Reports by User

 It is now possible to assign reports to a report group. Users can also be assigned to a report group and then the user will only see the report  within their group.

For example a report group can be set for Finance or for Production or Customer Services.


Report Groups are created in a new Groups tab in the Reports menu. This is only available to administration users.  

This will show the available reports down the left hand side .In the middle, a report group can be selected or report groups added, edited or removed. On the right hand side the repots in the selected report group are shown and there are button to add or remove ticked  reports.


In the user configuration, there is an option to select a report group for the user. If it is not set then all reports will still be available.