Client menu permissions
IT Mgr Practice Admin
| 1st level pages | Taskpad pages | Page/Permission | Linked pages/Permissions/Dashlets |
| Client Dashboard | ClientDashboard | ClientDRS ClientDrsView ClientDrsEdit ClientWIP ClientWIPEdit ClientWIPView ClientWIPService ClientWIPServDet ClientWIPServDetUnp StaffTimesheet ExpenseEntry ClientEvents DCbyClient DCListClient DFbyClient DFListClient ClientWIPTranEdit DFGroupWIP DWOListListClient DWObyClient DWOGroupWIP DWORByClient DDAListClient DRSAllocate DRSReAlloc DRSTransfer DRSUnalloc DRSEdit DRSEditEntry GroupLockup ClientsOverLimit ClientTaxJobs ClientTaxJobsList ClientJobs Prospects ProspList ProspDetails |
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| Search | ClientSearch | ClientDRS ClientDRSEdit ClientDRSView ClientWIP ClientWIPEdit ClientWIPView ClientWIPService ClientWIPServDet ClientWIPServDetUnp ClientWIPProv ClientDrsCollectionView ClientDrsCollectionEdit DRSAllocate DRSReAlloc DRSTransfer DRSUnalloc ClientJobs DFByClient DCByClient |
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| Reports | ClientReps | ReportParams | |
| Client Taskpad | ClientDetsTaskPad ClientDataTaskPad | ||
| All Client Details | Client | ||
| Client Budgets | ClientBudget | ||
| Client Details | ClientClientView or ClientClientEdit | ||
| Client Own Attributes | ClientClientAttributesView ClientClientAttributesEdit | ||
| Client Job Details | ClientJobs | JobDets JobDetsView JobBilling JobAllocation JobBillingSchedule JobBillingScheduleView JobBudgets JobChangeBudgetType JobCreateBlank JobCreateTemp JobDates JobDelete JobDocuments JobForward JobJuris JobManagement JobMasterTasks JobNotes JobQuest JobQuestApp JobRates JobRoles JobRollover JobSchedule JobSchedView JobStatusUpdate JobTasks JobTaskSchedule JobTaskSchedView |
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| Client COFS Documents | ClientDocs | ||
| Client Connections | ClientConnectionsView or ClientConnectionsEdit | ContactSearch | |
| Client Contact Details | ClientContactView or ClientContactEdit | ||
| Clients Contact Attributes | ClientContAttributesView ClientContAttributesEdit | ||
| Client Direct Debit Mandate Details | ClientDDMandate | ||
| Client Diary | ClientDiarySingle | ||
| Client DRS and Collection Details | ClientDrsView or ClientDrsEdit | ||
| Client Events | ClientEvents | EventDetailsEdit or EventDetailsView | |
| Client Extended Information | ClientClientExView or ClientClientExEdit | ||
| Client Gain or Loss Details | ClientGainLossView or ClientGainLossEdit | ||
| Client Mail Merge | ClientMailMerge | ||
| Client Other Details | ClientOtherView or ClientOtherEdit | ||
| Client Origination | ClientOrigination | ||
| Clients Photo | ClientPhotoView or ClientPhotoEdit | ||
| Client Questionnaires | CliQuest | AssCliQuest CliFeeQuest CliZBQuest |
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| Client Service Details | ClientServices | ClientServDet CSBudgets |
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| Client Staffing | ClientStaffingView or ClientStaffingEdit | ||
| Client VAT 13B Exemption Details | ClientVAT13BEdit or ClientVAT13BView | ||
| Client WIP and Billing Details | ClientWipView or ClientWipEdit | ||
| Credit Control Dashboard | CredConDash | ||
| DRS Transaction | ClientDRS | ClientDRSEdit ClientDRSView ClientDrsCollectionView ClientDrsCollectionEdit DRSAllocate DRSReAlloc DRSTransfer DRSUnalloc |
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| Client Referrals | ClientReferral | ClientReferDet | |
| Client Portal Users | ClientPortalUsers | ||
| Data Entry | ClientDataTaskPad | ||
| DRS Adjustment | DRSAdjust | ||
| WIP Balanced Journal | TransDoubleJournal | ||
| Cheque Payment to Client | DRSCheque | ||
| Draft Credit | DCByClient | CNPost DCListClient |
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| Draft Fee | DFByClient | DFFeeType DraftFeeEdit DraftFeeList DraftFeeWIPSpecial ClientWIPTranEdit DFListClient DraftCNList WIPEditing DFGroupWIP FeeWIPPost FeePost FeeTransIn FeeTransOut CliFeeQuest |
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| Draft Zero Bill | DWOByClient | WriteOffPost DWOGroupWIP DWOListClient |
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| DRS Journal | DRSJournal | ||
| WIP Journal | TransJournal | ||
| Refer to Drawer Cheque | DRSRDCheque | ||
| Recurring Fees | CliRecFee RecFeeEdit | ||
| Recurring Receipts | CliRecRec | RecDDEdit RecSOEdit |
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| Transfer WIP Within Client | TransWIPIntClient | TransWIPIntClient2 TransWIPIntClient3 |
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| Transfer WIP to Another Client | TransWIPExtClient | TransWIPExtClient2TransWIPExtClient3 | |
| Zero Bill Reversal | DWORByClient | ||
| Edit WIP Transactions | ClientWIPTranEdit |