Client Search Screen Security by Client Type
This feature provides an enhancement to the customers to limit few users from viewing the clients of specific types as needed.
Prerequisites
User should be able to see the ClientScreen.
Changes to Existing Items
Existing ClientScreen present at the 'Prototype' company is altered with the addition of new Client type 'Doctor'.
Configuration Details
- Existing ClientScreen present at the Prototype Company level is altered with the addition of client type '07' i.e.'Doctor'.
- Security for Client type 'Doctor' is not provided i.e. check box against the Client type 'doctor' is unchecked in the new collapsible pane present at the Client security page, which has all the client types.
Result: User should not able to see the Client type 'Doctor' in Type combo of ClientScreen.