User with the admin option enabled
Access to the Admin menu
- Master Files
- Settings & Utilities
Ability to Archive Activities
Ability to re-assign activities to different customers
Update Invoice Details
- Balance due fields
- Due Date
- 'Do Not Sync' option
Enhanced admin options
These options further restrict functionality for non-admin users and allow the below functionality for users with the admin option enabled. Contact atcsupport@sage.com to enable the enhanced admin options on your account.
Edit Activities (activity bulk update)
- Activity re-assignment
- Mark as Complete
- Archive Issue
- Mark as Read or Unread
Creating Bulk Activities (All Accounts)
Sending Bulk or Batch Emails with embedded Reports (All Accounts)
Generating Invoice PDFs within the client
Update Invoice Details
- Invoice Contact Override
- Installment entry, update and delete
- Invoice UDF edit, update and delete
File Unfiled Emails