​How do I confirm the private address features?

Metro ERP, managing and confirming private addresses typically involves configuring user permissions and ensuring that addresses are marked appropriately within the contact records. Here are the general steps you can follow to set up and confirm private addresses:

Step-by-Step Guide

1) Go to Contact by clicking on its icon in the main dashboard or using the application menu.



2) ​Create or Edit a Contact: To create a new contact, click the "Create" button. To edit an existing contact, select the contact from the list and click on it to open the contact form.



3) Add Private Address:

  • In the contact form, there will be a section for addresses.
  • Click the "Add" button under the addresses section to add a new address.


  • Fill in the address details. You can mark this address as private by using a custom tag or internal note to indicate its privacy, as Metro ERP does not have a built-in "private" flag for addresses.


4) Click the "Save and Close" button. It is created successfully

5) Now, Click and View the Added Private Address Conatct. Now, It should be verify the Address type under the Sales and Purchase tab. 

6) Security and Privacy:

  • Ensure that your user permissions are correctly set up to restrict access to private information. You can manage user access rights and record rules in the settings to control who can see private addresses.

Navigate to the "Settings" module from the main dashboard.



7) Inside the Settings, look for the "User" menu under the "Users & Companies'.


. To edit an existing user, select the user from the list and click on it to open the user data.


Uneder the Other Section : Access to Private Addresses checkbox should beEnable. 

 

Ensure that the 'Contacts' option is activated. Look for any additional settings related to contacts or addresses that need to be enabled, such as 'Private Addresses'.

If necessary, adjust the access control settings to ensure that only authorized users can view or edit private addresses.

This can typically be done by setting appropriate user permissions and access rights within the 'Settings' module under 'Users & Companies'.

 
To get more details how to confirm the private address features in Metro ERP,
please do contact us at  support@metrogroup.solutions