Blue Alligator Support Forums

By default, users do not have permission to update customer details. You can switch this on for your users though via the Data Changes > Rep Data Permissions section of your cloud account.

Switching on the above option will give users access to an "Edit" button in the Customer Enquiry screen. Devices running iOS 12 and SalesPresenter version 1.7.2 or later will find this alongside the "Create New Customer" button when tapping on the business card section. Previous versions of SalesPresenter shows the "Edit" button on the Addresses tab of the Customer Enquiry screen.

Please note that any changes made by the users will appear in the Data Changes > Requested Data Changes section of your cloud account following the next Download From Cloud performed on the user's device. From this option you can action the change request accordingly.

If you would like to receive an email notification when new Data Change Requests are received from your connected devices, you can configure the following option in the Account Settings section of your cloud account:

Provide an email address to be notified whenever data change requests are received from a device. Leave this setting blank if you do not wish to be notified.

SalesPresenter prevents users from creating new customers using an Account Code that already exists in the system. Can you describe further the what the user did in the lead-up to the account AKAY01 being duplicated? Also, can you use the "E-mail" option on the left of this post to send us a screenshot of the original account and duplicated account from the Customer Enquiry screen in SalesPresenter?