Is Sales.Live Customisable per site?

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• Is there a way to limit what certain staff can do in Sales.Live?

  Yes, in the Permission section, you have a wide range of options. More about Permissions here: https://support.plussoftsolutions.com/portal/en/kb/articles/user-roles-and-permissions-in-sales-live

• 4. Set Up User Group(s) in Sales.Live

  In Sales.Live, you can control what Users have access to which Applications by using User Groups and Users.  This is done at the Portal Level.  To see how to set this up, CLICK HERE and follow the steps. Need further information?  Send an email ...

• Accessing Customer Details Tab for more information about the Customer

  Article Summary  The Customer screen lists the key information about your Customers and provides a Details button which displays the full details of a single customer, as explained in this article. Introduction In Sales.Live you can view information ...

• Preparing a Detailed Sales Order

   Article Summary This article explains how to do a Detailed Sales Order, under the Detailed Entry Menu. The Detailed Entry screen brings the Desktop transaction entry screen "experience" into a Cloud/Web browser interface. Users who need the full ...

• Using the Action List

  Article Summary Using the Action List you can add Notes, Tasks and Appointments in Forecast.Live and Sales.Live. This guide will show you how you can: Create Action List items, Relate them to Customers or Inventory And display them in Table or Kanban ...