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Client Credit Limit lock

Go to: Maintenance menu > Users Access.

You can now block users from changing the Client Credit Limit on the Settings tab of the Client Details window. This is useful if you want to limit the number of users who can change this setting.

By default all users will have this option enabled when the update is applied. You will need to remove the selection for any users who should not change credit limits.

When the option is enabled, all users will still be able to enter credit limits for new clients, however, once they save the client record, if they do not have access, they will not be able to change it.

When the Change clients credit limit check box is not selected, the Client Credit Limit field will be disabled on the Settings tab of the Client Details window.

See Also

Changes to the Clients module v346.00

RVM Conditions no longer in capitals

Client Direct Debit Payments

New invoice message/alert

Zero value invoices displayed as 0.00 in activity

Locked invoice message no longer displayed when viewing invoices

Linking invoice to a clinical record

Charge Date displayed on Incentive Discount Reversal List

Postcode added to Client Information report

Print itemised invoices from Payment window

Charge extra invoice fee on selected stock items

Client Site Information field

Extra fields in Custom report

Department number added to On Loan entries and report

Department number added to Lost and Found entries and report

Search for uninvoiced clinical records

Weight column added to Admission List

Select multiple client markers in Reminder Schedule

Search on client and animal visual reminders

Delete unmatched lab results

Blank lines removed from txt messages

Stock Description field increased on Client Loyalty Scheme report

Original user code on payment