I’ve been combing the forum but haven’t seen anything on this… is there anyway to limit access read/write capabilities of quotations by salesperson? I’m looking for a way to prevent one sales person from editing another sales persons’ quotes.
Company Config > Sales > CRM… allows for “Territory Security on Sales orders”…
But I can’t find anyway to lock down quotations.
I don’t mind everybody being able to view all quotations, but I’m trying to find a way to prevent one person from editing someone else’s quotes. For example, only the Primary Salesperson on the quote has write-access (or potentially authorized users of the Work Force assigned as the Primary Salesperson).
Anybody else ever try this type of thing?