I have just installed Community Edition Version 19.2.7252, created a new company and logged in as admin user. Under the system menu the Customize tab is missing. Has that functionality been removed from this version? When I use the Demo Company it shows up but not in new company. I have looked for info about editing user roles in this version but can not find anything in knowledgebase, etc. Any info or links to the info would be appreciated.
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Thanks for the links and the info, works great now.
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Thanks for your quick reply. A little more information... when I click yes to open the new company, the status bar at the bottom of the screen stops at 79% and the License Screen opens. When I fill it out and click OK the application opens up the first time but the status bar stays on the bottom and just sits at 79%. Everything works fine until I close the application, any time I try to open the application I get the Database must be registered screen. The version is 19.0.6921 and I am using the server install.
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After I create a new company and finish the wizard it asks if I want to log into the new company. If I click yes the application logs me out and when trying to log back in to the new company, I get an error - Please register the database first. You will not be able to proceed.... I have tried to register the new company with the DBMC app. When registering I fill out the License info screen and then click next, all of the information shows in the Summary tab as entered. The application still gives me the error that I need to register. Any help would be appreciated!
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(Free) Welcome to the Connected Business implementation and setup course! In this course we will walk you through the various steps you need to take in order to configure your copy of Connected Business for your company. This course is made up of 11 Lessons. This course is not designed to substitute an experienced implementation professional and we highly recommend that you work with one of our partners through this process to guide you to success. You can start the course by clicking the video screenshot on the first course on the right (in the course list). Connected Business is a...
This course, Managing Your Finances, covers the Banking and Accounting Modules in Connected Business.
The Sales and Customer Service Course is designed to help the Connected Business user manage Leads, Prospects, and Customers. The processes taught support sales, customer service, and customer collections.