Hi,
I need the system to save the template ie. To be printed – as my default to be printed form and To be emailed to save as the different to be emailed form. Clearly these are 2 different formats as they are either printed on my letterhead or emailed with a logo and business name / ABN. When you go to print email invoice tab and go to either of the tabs “printed” or “emailed” and go to Advanced filters you change the “selected form for sale – and change to my default form. Each time you go to this depending on if you print or email this default needs to be changed each time and will stay on whichever option you last chose. If you went to the print tab and you last used the email option the “selected form for sale” will remain as the email option. This means that each time you need to check and change the default. I believe that there should be an option to save the to be printed tab as a printed default form and that the to the emailed tab should have a separate filter option to save this as the default email form.
Also, is there a way to identify user access and have only the user that has to print invoices appear under that user name / log in only? We have several different staff that print/email invoices and every invoice appears in the print/email invoices tab. Is there a way to have the user access control set up so that in there own individual access the only invoices that appear are for that user only?
Your assitance would be greatly appreciated.
