No Matching Staff Email
If you see a red "No matching staff email" message in the Setup > Preferences > Users screen, this means you need to link the user email address with a staff member.
Go to Setup > Staff, and edit the staff member you would like linked to the user account, and ensure their email address is the exact same email address as the user account.
When creating new records (Bookings, Invoices, Purchase Orders, Maintenance etc.) the Staff field will default to the Staff member that has a matching email address with the User currently logged in. If the Staff does not default there are two things to check.
- Does the Staff email match their User login email?
- In Setup > Preferences > Restrictions > Other Fields Required, is the Don't default staff option switched off? The Staff will not default if this is switched on.