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Note that you can also use keys to search and this is indicated to you when clicking the magnifying glass.
- Text + Tab for exact search
- Text + Shift F3 is "includes" will provide the equivalent to the wildcard search across multiple fields
- Text + F3 is 'starts with' searching across Search code + description
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- A Journal is updated or deleted - any type of journal . User has Secure Feature # Notify on Journal Change
- When price lists are updated based on a date applied change - Employees ticked as Sales Reps for the branch affected
- Purchase Order Discrepancies - between ordered and shipped or invoiced count. User has Secure Features: Receive P O Invoice Discrepancies
- Sales Order less than Minimum GP (As set on host company) - Employees with Branch Manager ticked will receive these for their branch (HO branch managers get all of them)
- Tours - Driver has Accepted Tomorrows Manifest - Employees with Secure Features: Is Bookings Manager
- Send to Telesales a call or visit - Employees with Secure Features: Can see Sales Manager Telesales Reports
What is your internet connection like?
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Click on the numbers and you will be presented with the details of the request and response.
Customer not able to read PDF documents
PDF's can become corrupted - before calling the customer check if the PDF is corrupted by sending an email with it attached to yourself - then check for corruption using an tool such as https://www.pdf-online.com/osa/repair.aspx
More commonly - the PDF is not being correctly rendered by the browser or pdf reader that is reading it. This is most commonly caused by a Font that is not recognised by the PDF reader (some fonts are not on MAC by default for example). The fastest fix for the customer is to download a robust pdf reader - the company that invented the PDF has a free reader https://get.adobe.com/reader/