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Categories CRM App
Created by Guest
Created on Jun 5, 2024

Limit core report changes to Admins

The core reports, like the Quote or Contact reports which show when navigating from the navigation menu, can be changed by any User regardless of permissions and have the options to save changes for everyone. It would be a great addition to have a setting to limit this to Admins only when you have it set a certain way and don't want Users to be able to change it for everyone and cause issues.

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  • Guest
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    Jun 10, 2024

    Also quote line detail column ordering can be edited by anyone - there should be a company default that only admins can change