Contractor Setup

Home Page→ System Settings→ Contractors/CRM→ Contractor Setup

Overview

Allows only to edit the Name, Disable, Group fields.

Allows do not display types of contractors in selector Type for filtering different lists using Disable check-box.

List description:

• Type - type of contractor name 
• Name - name of contractor
• Group filter - this is a union of types into a multi-type
• Disable - shows which contractor type selected as ‘Disable’ 

Manuals

There is no opportunity to add new setups but it is possible to edit existing items

• Select the entry from the list and make changes in the form.

• Select Disable check-box

  

  , if you need to not display some contractor types in the Contractor Type selector in the Contractor Statements list (see section Where you can use it).

• Press on the Save button to save your entry after editing the form

Where you can use it:

You can use Contractor type, when filtering lists by contractor, for example, Contractor Statements list

Permissions

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