Prospect, Customer and Contact Settings


Limit Rep to Assigned Customers and Ship-Tos

If checked, the user can only see their Customers and ShipTos--those that they are assigned to.  

If unchecked, the user can see all Customers and ShipTos in P21.

Note: This setting does NOT allow/disallow the user to see ALL sales data (versus just their sales data for their Customers and Ship-Tos).
To do allow them to see ALL sales data in P21, make the user an Administrator without System Admin Rights and perhaps without the Sales Rep menu.



Allow Contact Add/Edits

Check this to allow the user to add or edit P21 Contacts.



Limit Contacts to Assigned Ship-Tos

Check this to limit the user to only see Contacts for Ship-Tos they are assigned to.



Allow Customer Address Edits

Check this to allow the user to edit Customer Addresses. Check with your back office/accounting group before enabling this. They may want to maintain the

final say on customer addresses to they may not want this setting enabled.



Allow Customer Class Edits

Check this to allow the user to edit Customer Classes.



Allow Prospect Creation

Check this to allow the user to create Prospects.



Allow Prospect Address Edits

Check this to allow the user to edit Prospect Addresses.This is typically enabled to allow users to add/edit Prospect addresses up until the time they become Customers.



Allow Prospect Class Edits

Check this to allow the user to edit Prospect Classes.



Allow Customer Note Add/Edits

Check this to allow the user to add or edit Customer Notes.



Opportunity Settings


Allow Opportunity Sales Rep Selection

Check this to allow the user to change/select the Sales Rep for a given Opportunity. Users with this setting are "assigning" opportunities to other Sales Reps.



Sales Call Log Settings


Require Contact on Sales Calls

Check this to require the user to always add a Contact to a Sales Call.



Order Settings


Allow Order Note Add/Edits

Check this to allow the user to add or edit Order Notes.



Supplier Settings


Show Supplier Info

Check this to allow the user to see Supplier Info throughout Web Connect.