This article will take you through the Proxy creation, editing, and deletion processes.
Definition
In PantrySoft, a Proxy is a person not typically included in household member reports who is authorized to receive goods on behalf of the household.
Creating Proxies
Perform the following steps to create a new user and choose its role(s):
- Create a New Proxy
Click New Proxy to record a proxy for the household. Enter first and last name, optionally enter any additional information. - Save the Proxy
Click Save and Exit.
Adding a Proxy as the Recipient
You can optionally select the proxy as the recipient on a visit record:
- To turn this setting on, go to Setup -> Visit Settings and change the following setting to yes:
- This will display a recipient list on the visit record:
Editing and Deleting Proxies.
To edit or delete a proxy, click the pencil icon to the right of their name on the client record.
