Enable Account Details for basic technicians

Enable Account Details for basic technicians

Account Details is an icon that is found right next to the Account drop-down in the application. 




For 9.4 Builds

By default Account Details tab is shown ONLY for SDAccountAdmin and SDAdmin roles.  

1. Take a trimmed backup/MSSQL Backup/Server Snapshot 


3. Run the below query based on requirement. 

select * from globalconfig where parameter like '%SHOW_ACCOUNT_DETAILS_IN_REQUEST%'

By default, the paramvalue will be false. You need to update that to true, with the ID retrieved from the previous query.

update globalconfig set paramvalue=''true' where globalconfigid=ID

You will get an output stating UPDATE 1. After this, please restart the application service for the changes to be effective.

Now even custom role technicians will be able to see the Account Details tab and Account additional fields in requests.

For 10.5 Builds

By default, it is shown only for the SDAdmin role. 

1. Take a trimmed backup/MSSQL Backup/Server Snapshot 


3. Run the below query based on requirement. 

 Update globalconfig set paramvalue = 'All' where category like '%AccountDetailsIcon%';

You can update the paramvalue based on the requirement, below are the options 

paramvalue = "All"                                             ->Account info icon will be shown to all technicians.
paramvalue = ""                                                  ->Account info icon will not be shown to any technician.
paramvalue = "SDAdmin"                                 ->Account info icon will be shown to SDAdmin technicians only.
paramvalue = "SDAdmin,SDAccountAdmin" ->Account info icon will be shown to SDAdmin and SDAccountAdmin other roles specified.

4. Restart the services.

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