Permission for adding and editing products and services on estimates
Create an access profile permission where a salesperson or estimator can create an estimate with pre-saved products, but don't allow them to add new products and save them.
5
votes
Welch
shared this idea
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Paul Goulston commented
I have guys creating all sorts of job specific and/or inaccurate Products & Services. Being able to Allow or Limit permissions for specific groups would be great. We spent a lot of time in the back office creating a specific catalog for the team and to allow anyone out in the field to create a product is not good for our business. I understand other companies may want to allow this for their field techs, but that's what a Permission feature would be for - allowing some of your customers to limit groups while others that want to provide that access can.