5.1.36 - Make Client Filter a Required Field for DW Exports

5.1.36 - Make Client Filter a Required Field for DW Exports

Version: 5.1
Patch: 036
Title: Make Client Filter a Required Field for DW Exports
Application Category: Reports; Other
Patch Type: Bug


Description:

Data Warehouse & Flattened Data Warehouse exports need to have clients selected in order for client restriction to be applied to the data being exported. Added prompt that prevents the export from being run by a user that is client-restricted, until the user selects at least one client filter. The list of clients visible to the user is already correctly limited to those that are visible to the user. 


Articles:

  1. Datawarehouse Export Definitions

    • Related Articles

    • Exports

      Module: Exports Topic: Module Overview Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center What Are Exports The exports page is where you can export order, media, call, and other various types of information from OrderLogix to ...
    • Client List

      Module: Company Data Path: Company > Company > Client List Topic: Client List Version(s): Version 5.1 and up Editions: All Editions What Are Client List Client List is where you keep your client information stored in Orderlogix. You can add, edit, ...
    • 5.1.371 - Client Visibility on Different Screens

      Version: 5.1 Patch: 371 Title: Client Visibility on Different Screens Application Category: Other, CS Funtionality Patch Type: Feature Description: Allowed client name to be viewed in additional places in the application, as well as included client ...
    • 5.0 Release Notes

      Module: All Path: System > About Software Topic: Release Notes Version(s): 5.0 Editions: All Here you will find the most up to date release notes Orderlogix has available. Scroll to the bottom of the page to find a downloadable attachment. Patch ...
    • Client List Report Definitions

      This report lists clients entered in OLX. Client List Report Column Definitions Client ID The ID of the client Client Name The name of the client Contact Name The contact name for the client Address The address of the client Phone Number The phone ...