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With our CRM solution, you'll gain a 360-degree view of your customers, optimize your sales process, and build long-lasting relationships that drive success.
A non staff member is a feature in ariMarketing CRM which allow you to have a member like a contract worker to work on projects, means that the staff is not actually an employee in your company but itÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂs a freelancer/contractor.
Some area of the CRM is disabled for not staff members.
Here is a list of the disabled features for non staff member.
You can add if you want other Permissions to this staff member like Invoice [VIEW] permission and this staff member will be able to access.
If you need to set a user as non staff member navigate to Setup->Staff open the user and check the checkbox field Not Staff Member
There is protection implemented to keep the numbers without gaps, by default delete is only allowed on the last created estimate/invoice.
If you don't need this protection navigate to Setup->Settings->Finance and find:
These settings can be applied too in case you want to delete only 1 invoice/estimate and after you delete reset the settings to YES again.
Repeat the same steps for invoices if needed.
In some countries customer details is required to be on the left side. With Perfex CRM you can achieve this very easy by navigating to Setup->Settings->PDF and set Swap Company/Customer Details to YES
Save the settings.
Now on all PDF documents your company details will be shown on the right side of the PDF document and your customer details will be on the left.
If you dont want transactions/payments to be shown on the invoice pdf document you can turn off by navigatin to Setup->Settings->PDF and set to NO Show invoice payments (transactions) on PDF
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