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2.32. Can my employees still add customers if they are set as "General Users"?

Q:  I want to limit access to certain features in EstiMate by my employees, but I still need them to be able to add new customers to the database.  Is there a way to do this without having to increase their permission level, or me needing to add the new customer from my account?

A:  Yes.  Users set up as "General User" can still add new customers, they are only prevented from deleting, or making them inactive.  For them to add a new customer they can simply open a New Job or Estimate, and in the "Job/EstiMate For" field type the new customer's name and press the Tab or Enter key.  A message will appear telling them that the "new customer" is not in the list, and they can choose to set them up, or cancel.  If they choose "Set up" a New Entry window will appear for them to fill in the rest of the customers information, and save.

A "General User" will always need to add new customers this way as they will not have access to the "People" button on the toolbar.  "General Users" can also add other list items such as materials, taxes, upcharges, etc. using the same method as described above, but likewise they are prevented from deleting or deactivating items already in the list.