Client Filters

Client Groups, Entities, Branches

Optionally enter a list of Client related records the Users in this Group can view by using the and selecting filters from the list.

Custom

Optionally enter a custom SQL filter, click to validate the SQL.

Ledgers, Entities, Branches

Optionally enter a list of Account related records the Users in this Group can view by using the and selecting filters from the list.

Custom

Optionally enter a custom SQL filter, right click to paste in SmartTags or click to validate the SQL.
SmartTags

• [[UserPk]]
• Replaces the current User's Primary Key, Eg Client.ClientManagerUserPk=[[UserPk]].
• [[UserGroupId]]
• Replaces the current User's "User Group" Key.
• [[UserGroupPk]]
• Replaces the current User's "User Group" Primary Key.