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Personnel Rules
Personnel Rules
Overview
The “Rules” tab allows the software to automatically prevent certain Personnel working for specific Customers by adding a Do Not Return (DNR) rule. Should a DNR exist between a Personnel and Customer, the software will prevent the addition of the personnel to the order and a pop up will inform the user that a DNR exists.
Detail
To add a DNR simply:
-Right Click anywhere in the white grid
-Click the add do not return rule
-Click yes
-Type the customer name
-Double Click the customer
-Click Save
If you would like to remove a DNR, simply:
-Right click
-Select Remove Do Not Return Rule
-Click Yes on the confirmation pop up
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