Ideas for SalesPad Desktop

Auto Prompt For Sales Document Notes Should Be A Security.

The current process for prompting a note when saving a new document is not optimal. The Auto Prompt for Sales Document Notes setting must be set to true and the Notes Review security must be enabled. If there is a security group that should not be able to enter notes, they have to disable the Notes Review security, which will pop up a permission denied window each time a new document is saved.

  • Joseph McKnight
  • Jul 19 2016
  • Needs Discussion
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